A Dozen Things I’ve Learned from Michael Price abut Investing
1. “Of course, the macro questions are the hardest ones to figure out. I am not trained to be an economist, and I don’t think economists get it anyway. I am left with the bottoms-up, 10Q by 10Q analysis, and hope I have enough sense of where we are in the cycle…” Michael Price is another successful investor who ignores macro forecasts in favor of a bottoms-up analysis. 2. “Never, never […]