最近のマーケットの歴史や、そこから学ぶべき点について書かれてあり、私の投資哲学をさらに後押ししてくれました。バフェットの投資に対するアプローチの根本には、ファンダメンタルなバリューや、キャッシュフロー、そして参入障壁にフォーカスする、という点があります。バフェットは、強気一辺倒の60 年代、スタグフレーションの70年代、買収の時代の80 年代、そして過去20 年間のインターネットおよび住宅バブルという、数多くのマーケットサイクルを通じてこの投資アプローチを用いて、大きな成功を収めています。
「この本を紹介した人」Thomas W. Pulley 氏のインタビューはこちら
この本を紹介した人
Thomas W. Pulley
Fortress Investment Group
Thomas W. Pulley is the Chief Investment Officer of the Credit Funds at Fortress Investment Group LLC, and is also a member of the firm’s Management Committee. Mr. Pulley joined Fortress in October 2007 from Credit Suisse where he was head of the private equity division in Japan. In 2000, Mr. Pulley moved to Japan to build and manage the Asian Investment program of DLJ Real Estate Capital Partners (RECP), a real estate private equity fund organized by Credit Suisse. Mr. Pulley was one of four designated key men for DLJ Real Estate Capital Partners III and a member of its Investment Committee. Prior to its initial public offering, Mr. Pulley was a director of E House, a leading real estate services company with offices in 20 Chinese cities. Mr. Pulley has over twenty years of experience of real estate investment expertise, having started his career at Bankers Trust. Mr. Pulley received a B.A. from University of California at Berkeley and an M.B.A from the Wharton School of Business of the University of Pennsylvania.