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Letter "C" » Christopher Traulsen Quotes


«It's a nice marker of his consistency, but I wouldn't think less of him if he didn't make it.»
«Classic Bill Miller is to find companies that other people don't like and see if the projections were incorrect.»
«He has long stayed out of energy, and it's been the leading category. That really held the fund back, but more recently energy hasn't been a great place to be.»
«I think the odds are good. I would be surprised if he didn't (beat the S&P).»
«I think that has been thrown into doubt by her failure to innovate in asset management.»
«It's an enormous change from what they've done in the past. I think it's been late in coming, but I think it's going to benefit them.»
«I think they're on the right track with the changes they're making, but only time will tell if the execution will work out.»
«Marriott International is a huge portion of that Longleaf fund -- 10.7 percent as of June 30. Host Marriott comprises around 5 percent, and Hilton around 4 percent. If you've got 20 percent of your assets in hotels, and no one's traveling, you'll take a hit.»
«A lot of the funds in this rally are really some of the more speculative, riskier ones around and investors should be careful about chasing their performance.»
«Clearly he underperformed badly during his tenure. He had a large bet in place on some of the biggest stocks on the market.»

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