Jimmy Rogers was early to the commodities boom and has a great instinct for macro plays- he does seem a bit more political lately as the concept of bi-partisanship consensus for change evaporates. At CBS, he taught an excellent seminar on equities investing, made each one of us “pitch” our ideas, and made sure we built TEN years of spreadsheet data for income statements, balance sheets and cash flow. He was an excellent teacher, a great investor (obviously) and a passionate information collector and HATED bull**it- He completely inspired me…

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