mindmuse

Miller and Heebner: A Study in Contrasting Investment Styles

Interesting contrast of a couple of very influential investors. And very nice that you point out the higher beta bias of both.

Personally, I'm much more solidly of the belief of Heebner at this time.

Maybe financials are a great value now. And maybe venomous snake-handlers will escape unscathed. I just don't think there's any true transparency and predictability there. I'm overweight parts of the economy that to me are real, tangible, direct contributors to world needs today - and those aren't squirrelly financial derivatives, but demonstrable materials in demand to build economic infrastructure needs. I just don't see why one would think Miller rather than Heebner is more in step with current the current world situation.