#1
Resource Scarcity
"Resource constraints are real and will impact markets. Think about long-term sustainability."
Resource scarcity will reshape markets.
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Jeremy Grantham📌 Stock Picking
Jeremy Grantham's Stock Picking Rules
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...
3 principles·Stock Picking
3 Key Stock Picking Principles
#2
Quality at a Fair Price
"The ideal investment is a high-quality business purchased at a fair price. Quality compounds wealth; fair prices protect capital."
Seek quality businesses at fair prices.
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Understand Before Investing
"Never invest in a business you cannot explain in simple terms. If you can't describe why a company is valuable, you don't understand it well enough to own it."
Only invest in what you can explain simply.
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What are Jeremy Grantham's key stock picking principles?
Jeremy Grantham has 3 key principles on stock picking. The most important one is "Resource Scarcity" — Resource constraints are real and will impact markets.
How does Jeremy Grantham apply stock picking in practice?
Jeremy Grantham applies stock picking through several key principles including "Resource Scarcity" and "Quality at a Fair Price". These principles guide practical investment decisions and have been tested across decades of market cycles.
What makes Jeremy Grantham's approach to stock picking unique?
Jeremy Grantham's approach to stock picking 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.
