A massive fundamental investing red flag uncovered – in the last place you’d think, Davos

Hedge Funds: If your CEO is waxing philosophical at Davos, it might be time to drop them like it’s hot[1]


[1] As stated by contemporary philosopher and 21st century artist Cordozar Calvin Broadus, Jr. better known as “Snoop Dogg”

By and large, many investors consume droves of material written by authors on a deadline. What’s more, this comes at the expense of reading books. Aware of this paradox, our remedy is to present three favorite authors Bill Thorndike[1], Nassim Taleb and the late Barton Biggs along with a shared abhorrence – the World Economic Forum’s (WEF) annual meeting; Davos.

[1] Thorndike’s tome celebrates unconventional CEOs that engineered shareholder value through superior capital allocation in effect enacting publicly traded LBOs (Prudent use of leverage, scarce equity offerings and disciplined M&A with shareholder value as scorecard)

Davos Books

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