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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: Odzar   😊 😞
Number: of 21107 
Subject: Re: OT Grantham Sounding AI Alarm
Date: 06/29/26 12:44 PM
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No. of Recommendations: 2
GMO is running real billions.
...
a little effort will give one an idea what they are doing


I'm your man when it comes to little effort.
From a Google query:

"His Overall Investment Playbook

Emphasize Value & Non-U.S. Equities: He generally recommends avoiding U.S. growth stocks and index funds, instead focusing on heavily discounted international stocks (such as Emerging Markets and Japanese equities).

Quality & Commodities: He favors high-quality stocks with low debt and robust profit margins, as well as heavily depressed natural resource sectors.

Defensive Allocations: He recommends increasing cash reserves for liquidity and allocating to precious metals, while notably avoiding cryptocurrencies like Bitcoin."
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