Value Briefs
The Acquirer's Multiple
Value Briefs
DCF Is The Least Reliable Part Of A Manager’s Process
The Efficacy Of Fundamental Analysis Has Declined
Jim Simons: Make A Decision Even If It’s Wrong! Don’t Dawdle.
Finding Great Opportunities In Tier One Microcaps
Value Briefs
Terry Smith: Investing In Stocks Is Not A Game Of Pass The Parcel To A Greater Fool
Why Is Warren Buffett Selling Stocks Down Under 10%
Bill Ackman: Lessons I Learned From Warren Buffett
BRK 2019 Annual Report – The Power Of Retained Earnings
Investing Using A Buffett Partnership Style Strategy
Charlie Munger: “I Don’t Like Even Looking For Exits. I’m Looking For Holds”
How Do You Know When You’re Ready To Start Your Own Fund And Run Outside Capital?
Michael Green’s Thesis On The Rise Of Passive Investing Causing A Melt-Down
S1 And S3 Filings Provide A Great Source For Investment Opportunities
Key Insights From The Man Who Solved The Market
Bruce Greenwald: Look For Stocks That Are Temporarily Diseased
How To Screen For Potential Opportunities – Using Other Smart Investors 13F’s
The First Question To Ask When Analysing Opportunities – What Is The Customer Value Proposition?
Unit Economics – A Modern Value Approach
