have often wondered if people (like howard marks) are using a superior measure of risk, why dont they have the guts to present those risk-weighted returns in quarterly reports?
there will always be critics (e.g., look no further than oaktree's owner, brookfield that presents its internal measure of valuation).
but its time for something new here from the elites, rather than berkshire implying they never invest in anything with permanent risk of impairment and thus their risk is zero. (are we still waiting on the pcp acquisition? alibaba?)
novel perspective.
have often wondered if people (like howard marks) are using a superior measure of risk, why dont they have the guts to present those risk-weighted returns in quarterly reports?
there will always be critics (e.g., look no further than oaktree's owner, brookfield that presents its internal measure of valuation).
but its time for something new here from the elites, rather than berkshire implying they never invest in anything with permanent risk of impairment and thus their risk is zero. (are we still waiting on the pcp acquisition? alibaba?)