Tag: Jim Chanos

Supreme Moment

William Smead Chief Executive Officer Chief Investment Officer Dear Fellow Investors: Kairos (καιρός) is an ancient Greek word meaning the right or opportune moment (the supreme moment). The world of value investing and portfolio management includes mean reversion and patience. Speculative episodes typically go on

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At the Margin

William Smead Chief Executive Officer Chief Investment Officer Subscribe to the Missives Podcast Click here to listen to this Missive Dear Fellow Investors: I’ve always felt very fortunate to have received a solid education at Whitman College in Walla Walla, WA. In Micro- and Macroeconomics,

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