Value Briefs
The Acquirer's Multiple
Value Briefs
Charlie Munger: The Difficulty With Ordinary People Becoming Great Investors
Morality In Investing
Terry Smith: Even If You Had Perfect Foresight You Could Not Predict The Market’s Reaction
Warren Buffett’s Energy Bets
My Bet With Buffett
Warren Buffett: “I’ll Pay You $10,000 For Your Dog By Giving You Two Of My $5,000 Cats”
How To Build A Debiasing Strategy
Elon Musk vs Warren Buffett
Charlie Munger: DJCO Meeting – Value Investing Will Never Go Out Of Favor
Hunting Alpha In Europe
Dan Loeb: Avoid Taking Positions Against Companies With Large Short Positions
Terry Smith: 12 Books That Every Investor Should Read
Reversion Of The Mean Caused By Private Equity
High Growth At A Discount
Mark Leonard: It’s Time To Lower Hurdle Rates
“S” Adoption Curves
Value Is The Driver
Paying A Low Multiple For Cashflows Is The Right Choice
