The Acquirer's Multiple
#NeverSell
David Einhorn’s Bubble Hunting
Ben Graham On Buying The Latest Market Darlings At Any Price
Seth Klarman: Successful Investing Means Not Caring About Where The Stock Trades In-Between
Focus On Free Cash Flow On Invested Tangible Capital
Mauboussin & Duke On Luck And Getting Better At Quitting
Tax Conscious Compounders
David Einhorn: Focus On Low ROEs In Capital Intensive Businesses
Mauboussin And The Rise Of Intangibles
Thematic Investing
Sushi Roll Economics
The Value Spectrum
Inflation And Value
Endogenous Versus Exogenous Rates Of Return
Bruce Greenwald – “We Didn’t Get Growth Right!”
The Big Con
French Cashflows
Warren Buffett: Appointing Ethical Leaders Using ‘The Newspaper Test’
