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Product details
File Size: 2114 KB
Print Length: 229 pages
Publisher: Palgrave Macmillan; 1st ed. 2015 edition (May 4, 2016)
Publication Date: May 4, 2016
Sold by: Amazon Digital Services LLC
Language: English
ASIN: B01FYBLG9I
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Amazon Best Sellers Rank:
#149,285 Paid in Kindle Store (See Top 100 Paid in Kindle Store)
I think this is an OK book.The idea behind it is interesting: that we should focus on the supply side when evaluating cyclical companies and markets (like commodities, but also applicable to other industries).But the way the author defends this idea is a bit poorly executed (apart from the introduction). The book is a collection of Marathon's monthly letters to investors, which are quite short and often present less than finished arguments, with many a large leap of faith. The connections the author makes between, for example, "management" and the central thesis of the book, is not very obvious.In essence, I think not a lot of time and love were devoted to putting together a book from disconnected investor letters.
Marathon's capital cycle mindset is helpful and accurate, but the endless write ups and make believe letters are overkill. The capital wasted on the extra pages is akin to their thesis, ironically.
This Is such an undervalued Book - one of the best for understanding commodity and investment cycles. One of a kind for investors. Helped me significantly with my portfolio
Overall, the book was solid, however, some of the memos became redundant. I'd recommend to anyone with a deep interest in investing.
Truly a joy to read. A more holistic and complete harnessing of Marathon's investment philosophy than Capital Account. Practical wisdom exudes from these well-written pages of recent market history. Essential reading for a fundamentally-driven investor. Poignant discussions around key value drivers; capital allocation, sustainable competitive advantage, business model, investor psychology and industry capital cycles. Honest discussions via client communications adds a layer of authenticity. Take your time with this book, you will be well served. Capital Returns enters a worthy list of my favorite investment/business books: Charlie Munger the Complete Investor, More Than You Know, Origin of Wealth, Antifragile & Capital Returns. Enjoy!
Wow! This is a highly refreshing finance book. Being in the finance industry for several years, I have ready countless finance books. Most don't add much new and refreshing information. Capital Returns was extremely refreshing and made me see and think about new things. This is one I will definitely need to reread again and again. The sections are short (pieces of Marathon's letters over the years), so you could read a section a day.
Definitively a must have in any value investor’s library. It is especially valuable if you are sick and tired of reading those useless value investing books that just rehash Warren Buffett quotes. Capital Returns is focused on cyclical stocks and narrow most stocks value investing, and as such, it offers a glimpse into a more inefficient market, beyond the (by now) mainstream wide moat value investing popularized by our dear Buffett.
Do yourself a favor and enjoy the writing of the Marathon team. Thought provoking as only they can deliver. Jan
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