28 years 140 times: When the Bayesian model of the "British Buffett"
Anthony Bolton excels in contrarian investing, but it is by no means as simple as "be greedy when others are fearful." He has a solid methodology that I refer to as: the victory of an experienced Bayesian.
"When you feel comfortable, it's often already a bit late." In contrast, good opportunities often arise in "uncomfortable" situations—when a company has just issued a profit warning, when the industry faces regulatory crackdowns, or when management is embroiled in a scandal.
Bodon's strategy is to look for mispriced
View OriginalAnthony Bolton excels in contrarian investing, but it is by no means as simple as "be greedy when others are fearful." He has a solid methodology that I refer to as: the victory of an experienced Bayesian.
"When you feel comfortable, it's often already a bit late." In contrast, good opportunities often arise in "uncomfortable" situations—when a company has just issued a profit warning, when the industry faces regulatory crackdowns, or when management is embroiled in a scandal.
Bodon's strategy is to look for mispriced




















