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The Big Picture
OCTOBER 17, 2023
The transcript from this week’s MiB: Graeme Forster, Orbis Investments , is below. Barry Ritholtz] This week on the podcast, I have an extra special guest, Graham Foster’s pm at Orbis Investment Management. They have a truly unique approach to investing. Is that poker, is that investing sounds like both.
The Big Picture
NOVEMBER 21, 2023
The transcript from this week’s, MiB: Brad Gerstner, Altimeter Capital & Invest America , is below. They invest primarily in private and public companies. He’s like, we don’t need to waste money on expensive architects. Would later sell it to Warren Buffett. He knew about competitive modes.
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