GMO

Free Lunches and the Food Truck Revolution: GMO (The Investment Firm)

GMO's investor letter for the third quarter 2014, on free lunches and the food truck revolution.
GMO: Today's Lunchtime Selection
So what does the world look like today through the lens of the food truck? We don’t believe equities look all that tasty, although there is significant dispersion. U.S. small caps seem to offer the stock equivalent of a case of salmonella – plenty of depression risk and valuations that seem to promise little or no medium-term return even if the economy does fine. We think high quality stocks in the U.S. at least offer . . .

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