Patient Contrarianism
"Being early is the same as being wrong. But in the long run, fundamentals always win."
Being early costs you in the short run.
Read Full Analysis →Jeremy Grantham (born October 6, 1938) is a British investor and co-founder of GMO (Grantham, Mayo, & van Otterloo), a Boston-based asset management firm managing over $60 billion in assets. He is renowned for his expertise in identifying and predicting market bubbles. Grantham successfully predicted the Japanese asset bubble in the late 1980s, the dot-com bubble in 2000, and the...
"Being early is the same as being wrong. But in the long run, fundamentals always win."
Being early costs you in the short run.
Read Full Analysis →"Seven-year forecasts based on valuations are remarkably accurate. Short-term is noise."
Seven-year forecasts based on valuations work.
Read Full Analysis →"In a world obsessed with quarterly results, patience is the ultimate competitive advantage. Great investments often take years to play out fully."
Patience is the ultimate competitive advantage.
Read Full Analysis →Jeremy Grantham has 3 key principles on long-term investing. The most important one is "Patient Contrarianism" — Being early is the same as being wrong.
Jeremy Grantham applies long-term investing through several key principles including "Patient Contrarianism" and "Long-Term Forecasting". These principles guide practical investment decisions and have been tested across decades of market cycles.
Jeremy Grantham's approach to long-term investing is distinguished by a focus on long-term thinking and fundamental analysis. With 3 specific principles in this area, Jeremy Grantham provides a comprehensive framework that investors at any level can study and apply to improve their decision-making.