Value Briefs
The Acquirer's Multiple
Value Briefs
Value Briefs
Berkshire Hathaway – Shrinking Its Way To Profitability
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
Guy Spier: Top 10 Holdings
Ray Dalio – Top New Buys, Top Sold Out Positions
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
Bill Gates: Q3 2019 – Top New Buys, Top Sold Out Positions
Charles Munger: Q4 2019 Top 10 Holdings
Howard Marks: Q3 2019 Top 10 Holdings
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?

