The Acquirer's Multiple
Li Lu On Munger’s Patience To Wait For The Right Opportunity
Japanese Activist – Yoshiaki Murakami
James Montier: Value Stocks Are Like Free Inflation Insurance
Dan Loeb: Investors, Like Athletes, Need To Review Their ‘Game Films’
Howard Marks: There’s A New World Order
David Herro: Catalysts For Value Investing In Today’s Markets
John Malone: Market In A Bubble Like The Late 90’s. This Is A Land Rush!
Charles Munger: Pay More Attention To Your Failures
David Gardner’s Investing Strategy
Aswath Damodaran: Don’t Put Great Investors On A Pedestal!
Small-Caps Cheaper Than The Market
Carl Icahn: Don’t Confuse A Bull Market With Brains!
GMO: There’s Nothing More Frustrating Than Watching Your Neighbor Get Rich
Bessembinder’s Lessons For Finding Outliers
Value Briefs
Aswath Damodaran: I Absolutely Despise The ESG Goodness Cloak
Returns to Companies with Negative and Positive CF from Operations: January 1999 to October 2021
Even The Best Strategy Will Go Backwards Sometimes
Pzena: The Opportunity In Value Stocks Is Compelling
