Evan Lucas

speaker
1,534 appearances 4 recordings 1 series first heard Jun 2022 last heard Jan 2023

Evan Lucas’s voice in public audio — every appearance, attributed to the second.

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They were literally infringement, copywriting, pirating online for the first time.
Okay.
So, again, Intelligent Investor is obviously always one that you need to have as a backstop.
That's a scary summary, Devin.
Yeah, but that's all right.
For the value investors.
For the value investors, it's there for a good reason.
It really is there for a really good reason.
You then...
For me, I actually go not necessarily into books.
I go into journals and I go into things like that.
My morning is completely absorbed by reading investment journal pieces.
So I sit there and love reading expectations for this year,
massively just tearing through a morgan stanley or a macquarie or because i like it i like to punish myself um so that would be more my thing is that if you can get your hands on some investment pieces and read that thought process only caveat to this understand they have an internal house view that is fine it is a way of understanding what may happen this year but they're always wrong
And that's what I also want to point out.
Forecasting is a mugs game, but we do it constantly because we need to have some form of inverted comma certainty.
And that's why I love reading them.
So if you can collate them, you probably get a fairly reasonable concept of what 2023 will be.
And look, from my economics point of view and my background in, you know, strategy.
This year's going to be interesting.
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