I’m Bram de Haas. I seek downside protection and upside optionality through idiosyncratic, truly differentiated investments. Investing, like poker, is all about taking calculated risks. I research investment opportunities far off the beaten path for my benefit and that of my subscribers. ...
more I’m Bram de Haas. I seek downside protection and upside optionality through idiosyncratic, truly differentiated investments. Investing, like poker, is all about taking calculated risks. I research investment opportunities far off the beaten path for my benefit and that of my subscribers. Just like in poker you have to show behavior that's different from the crowd to get better results. The independent performance tracking website Tipranks consistently ranks me in the top tier of all analysts and bloggers. And that's just for my public ideas. "One of the best ways to do well in this business is to go to areas that have been unexploited by research capability and work them for all you can." -Julian Robertson
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Latest Comments
Why I'm Slashing My S&P 500 Exposure
Really good question Fabrizio. Maybe it's helpful to realize historically the range for the U.S. has been between 35% and 149%. Obviously 132.9% is much closer to the high end of the range.