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The money line: minimize time as a parameter.
As an aside, I plugged Eric hard in my Year in Review, and I know the Einhorn read it. I do not know if I can take credit for this one or not.
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The money line: minimize time as a parameter.
As an aside, I plugged Eric hard in my Year in Review, and I know the Einhorn read it. I do not know if I can take credit for this one or not.
2010 Year in Review:
Fugly Gives Way to Muddling
David B. Collum
Professor of Chemistry and Chemical Biology
Cornell University
db**@co*****.edu
Background
Every December I write a Year in Review. Last year’s was entitled, 30 Years of Investing…
Is there anybody who nailed credit analysis for a decade straight like Doug? I am quite confident that I have read, without fail, everyone of his Credit Bubble Bulletins over the decade. If you are reading this, thanks Doug.
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