Guest contribution by Andrew McDermott - what Buffett's Japan allocation reveals about investment strategy & principles
Really enjoyed this - thanks 🙏
Minor typo in the opening: ‘nobody questions the pubic good’.
thank you, Nikolai ;-j
Picture of JCH brings me back to when we started Morningstar Japan in 1991!
btw I don't think it's even a proper comparison between China's PE market and Japan's public equity.
your closest ally or your most loyal dog?
Fascinating! I’m Harrison, an ex fine dining industry line cook. My stack "The Secret Ingredient" adapts hit restaurant recipes (mostly NYC and L.A.) for easy home cooking.
check us out:
https://thesecretingredient.substack.com
Really enjoyed this - thanks 🙏
Minor typo in the opening: ‘nobody questions the pubic good’.
thank you, Nikolai ;-j
Picture of JCH brings me back to when we started Morningstar Japan in 1991!
btw I don't think it's even a proper comparison between China's PE market and Japan's public equity.
your closest ally or your most loyal dog?
Fascinating! I’m Harrison, an ex fine dining industry line cook. My stack "The Secret Ingredient" adapts hit restaurant recipes (mostly NYC and L.A.) for easy home cooking.
check us out:
https://thesecretingredient.substack.com