The Acquirer's Multiple
Mark Leonard: Good Companies Are Not Always Great Stocks
The Cheetah Bottleneck
Quality Brand Mittelstand
Jim O’Shaughnessy: The Best Way For Investors To Control Their Psychology And Emotions
Family Owned European Stocks
Insect Groupthink
Undervalued Quality Resurgence
Peter Cundill’s Investment Advice To Warren Buffett
Stephen Mandel: Finding Scuttlebutt On Company Management
Original Value vs Expected Mean Reversion
David Einhorn: Has The Tide Turned From Growth to Value?
Michael Mauboussin: MEROI – Bridging Accounting and Valuation
Elliott & Appaloosa Formidable In Distressed Debt
Eric Cinnamond: Lemmings Mania
Li Lu: The Right Temperament
Buffett & Munger On The Evolution Of Value Investing
High-Profile Chapter 11s
Jamie Dimon: NPV Analysis Fails To Capture ‘True’ Value
