Guru Speak

“In many instances, value investing proves fundamentally uncomfortable, as the most attractive opportunities frequently lurk in unattractive or even frightening places.”-David Swensen in his book Pioneering Portfolio Management

Flight to Quality

One of the smartest guys in the investment world is Michael Platt of BlueCrest Capital

He warned in Dec, 2011 of a huge flight to quality and how he holds only extremely liquid positions.

With the crisis re-erupting, In the Indian context, expect a further flight to quality and the most liquid stocks.

This interview is a real must watch