Do repost and rate:
Whitney Tilson’s email to investors discussing his ‘spidey sense’; Seth Klarman; excerpt from his upcoming book about how he identified the top of the bitcoin and pot stock bubbles.Q2 2020 hedge fund letters, conferences and moreAn Investment Staffer Passing On Seth Klarman1) Following up on Monday’s e-mail – in which I wrote about how I rely on my “spidey sense” to identify investment bubbles – one sign I look for at market peaks is when investing legends are being dismissed as out-of-touch, past-their-prime fuddy-duddies.Exhibit A today, as I’ve written about many times, is the legendary War…
