As Ryan Heslop and Ariel Warszawski look out the window, they look at a world turned upside-down and benchmark history, albeit from an investing standpoint.
“Are we in a golden age of belief trumping reality?” The somewhat unconventional pair of hedge fund managers running Firefly Value Partners, the David Einhorn-backed fund, just doesn't seem to believe the world in which they exist. They are unconventional in not only their questioning of the herd consensus but in recent hiring, they sought analysts who don’t have experience at market analysis so as to avoid an elite form of groupthink.
[munger]
To Ryan Heslop, the world is turned upside...
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