“I’ve never met Leo, and from all I can gather he was an exceptional student. Well above top 1%. Probably > 1/10,000. That said I don’t think he was a “student of finance.” I asked ChatGPT to name the top 25 investing books of all time. And then asked what percentage of those https://t.co/vp2WkiAHKD”
Gurley references the book Fear Factor when discussing portfolio construction differences, suggesting some people lack certain risk factors
“@denmarkcap That’s another topic. Read the book “fear factor.” Some of us don’t have it.”