Fear has been a common emotion throughout the COVID-19 pandemic. But with vaccinations bringing hope of a return to normalcy, public confidence is making a comeback.
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Q4 2020 hedge fund letters, conferences and more
Nick Train: on the Whiskey Cycle Howard Marks once said, “ignoring cycles and extrapolating trends is one of the most dangerous things an investor can do, ” and this quote now forms the basis of Nick Train of Lindsell Train investment philosophy. Even though Train would call himself a value investor, over the years his style has changed,