Why, I don't care about growth rates, but about Illiquidity.
I think young buffets framework was pretty similar. Today, you have guys like Dave Waters, you also look for illiquid cheap names.
Very interesting. I follow a similar-ish framework. The closest "popular/famous" investor I've seen with this framework is I think Mike Burry. Are there any others?
I think young buffets framework was pretty similar. Today, you have guys like Dave Waters, you also look for illiquid cheap names.
Very interesting. I follow a similar-ish framework. The closest "popular/famous" investor I've seen with this framework is I think Mike Burry. Are there any others?