The Acquirer's Multiple
Low-Turnover Compounding
Value Briefs
Michael Burry: Volatility Does Not Determine Risk
Fred Liu: Invert DCF – Future Cashflows Are ‘Free Options’ In The Future
Buffett’s Hitting Coach Munger
John Huber – Business Analyst, Concentrated High-Quality In A Modern Buffett Partnership
Long-Lived Instos
Bill Ackman: Investors Make Truly Great Returns In A Handful Of Names
How John Malone Changed Wall Street’s Focus With Unconventional Thinking
Combining Fundamentals With Technical Analysis
Bill Ackman: Find Companies That Can Survive The ‘Great Flood’
Bruce Greenwald: How Buffett Measures The Size Of A Franchise Business Moat
#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

