In his Q2 2022 letter to shareholders, Bruce Flatt explains why Price and Value are rarely the same, and why this often creates opportunity. Here’s an excerpt from the letter: At junctures where stock markets trade off significantly, it is worth repeating why value investing is a proven way to … Read More
Bruce Flatt (Brookfield): “Being Contrarian And Not Being Where The Crowd Is Going – Is Hard To Do – But The Most Lucrative If Accomplished”
Here’s a great presentation from Bruce Flatt, CEO of Brookfield Asset Management, speaking to the folks at Google about – Durable Principles for Real Asset Investing. Flatt makes some great points on the importance of going against the crowd and maintaining a contrarian approach to investing saying: “We’ve always tried to adhere … Read More