Regels en Beleggingslessen van Experts

*RV Capital, The Business Owner fund 21% p/a since oct 2008

*One thing I’ve been taught from day one “from the best/legend”, always look at the other side of the trade, every thesis has another side.

*Andrew Left from Citron Research on Quoth the Raven; No bullshit investing, fucking focused on making money !

*Warren Buffet; Only buy something that you’d be perfectly happy to hold if the mkts shut down for 10 years

*David Tepper explains his investing philosophy with the phrases “trees grow” and “Those who keep their heads while others are panicking do well.”In other words, growth is natural and optimism tend to get rewarded over time. He is accustomed to invest a large portion of his portfolio into a single idea. Tepper made most of his money out of the recoveries from big market corrections – emerging markets in 1997, the tech crash in 2000-2002, the financial crisis in 2008. Not during, after. His fund lost 25% in 2008. Made 120% after fees in 2009. Big corrections create big opportunities. 

He was short going into the 1987 crash.Going into the crash I had set up my entire portfolio as just short – I had no long positions. I made a fortune during and after the crash. It was very cool.

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