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  • Miller and Heebner: A Study in Contrasting Investment Styles [View article]
    The real story is not value vs, growth: it is low inflation expectation environment vs, high inflation expectation environment. Heebner has the world macro view of rising inflation and Miller has the macro view that things will revert to the mean and we will come back to 80s, and 90s level inflation. Heebner has the right macro view as the world is currently undergoing a cataclysmic macro change that leaves Millers investing thesis behind. Heebner is also a value investor buying companies for less than their intrinsic value. He just has higher turnover.
    Jun 06 15:49 pm |Rating: 0 0
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