Comments on: Jim Grant Interview http://derekpilecki.com/131/jim-grant-interview/ Thu, 29 Jul 2010 20:25:08 +0000 http://wordpress.org/?v=2.7.1 hourly 1 By: John Lewis http://derekpilecki.com/131/jim-grant-interview/comment-page-1/#comment-662 John Lewis Tue, 01 Dec 2009 10:30:56 +0000 http://derekpilecki.com/?p=131#comment-662 I am an avid follower Mr. Grant and I just read his new book, "Mr. Market Miscalculates". However, I do not understand where he and your company are getting these convictions about the recovery. What types of metrics are you using to feel this way or is this just a conjecture? I noticed you are value investor, so I was curious how you believe in timing the market? Since the greatest value investor, Warren Buffett,(value investing should be a redundant term) always shuns from market timing in his annual letters and his investment philosophy. I am an avid follower Mr. Grant and I just read his new book, “Mr. Market Miscalculates”. However, I do not understand where he and your company are getting these convictions about the recovery. What types of metrics are you using to feel this way or is this just a conjecture?

I noticed you are value investor, so I was curious how you believe in timing the market? Since the greatest value investor, Warren Buffett,(value investing should be a redundant term) always shuns from market timing in his annual letters and his investment philosophy.

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