Comments
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myAnyone know what happened to this guy? It seems the YPF call wasn't all that well-timed. But apparently Paradarch is out of business and Ayers is now at some vanilla mutual fund shop: https://www.barrowhanley.com/team If this guy got carried out, that's crazy.
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RMThis was really good
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CROutstanding, unique insights.
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DKHis letter is always thought stimulating instructive for those who are interested.
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RPTH - As with all of our interviews, the contact details are on the flip side of cards in the carousel
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TKGreat interview - how can I hear more from him? Is his Right Tale letter available?
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ABLook forward to the next time he is interviewed.
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BLOne of the only people I have ever heard acknowledge the brilliance of Buffett's use of the insurance business as his funding source.
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CBVery interesting idea!!
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WWJosh was the lead analyst at one of the single most thoughtful hedge fund teams on the planet. Brilliant guy & THRILLED to see him here.
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PJGood to get a different view of Japan for a change. This makes sense.