The Acquirer's Multiple
Thematic Investing
Sushi Roll Economics
The Value Spectrum
Inflation And Value
Chris Bloomstran: Disney’s Myriad Of Capital Allocation Options
Endogenous Versus Exogenous Rates Of Return
Bruce Greenwald – “We Didn’t Get Growth Right!”
The Big Con
French Cashflows
“Black Swan” Volatility
Warren Buffett: Appointing Ethical Leaders Using ‘The Newspaper Test’
Cicadas, Parasites And Prime Numbers
Michael Burry: How And When To Participate In Market Rallies
Larry Swedroe: The Pool Of Victims Is Shrinking
Value Briefs
Credit To Michael Burry
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.
