Wednesday, June 13, 2012
Robert Rodriguez Interview
Robert Rodriguez, of FPA Capital in Los Angeles, is an unusually uncensored money manager. As I have mentioned before, his logical thought and surprising candor reminds me of the late, great physicist Richard Feynman. There is a new interview of Rodriguez by Kathryn Welling that is long, but worth reading. The first part is largely on politics and maybe a little bit too much so. I recommend especially the last few pages, which are about the markets, valuation, and money management. His accounts of conversations with clients and other money managers start on page 12 and ring true. They are not something you would hear many (probably any) other money managers say.