Value Briefs
The Acquirer's Multiple
Value Briefs
Value Briefs
Mohnish Pabrai: Most Investors Are Too Smart For Their Own Good
Value Briefs
Seth Klarman: You Aren’t Human If You Aren’t Scared You’ve Made A Gigantic Mistake When Purchasing A Stock
Value Briefs
Li Lu: Charlie Munger: A Role Model for Ethical Investing and Lifelong Learning
Value Briefs
Howard Marks: The Tide Is Going Out: Are You Prepared for a Recession?
Michael Mauboussin: The Emotional Toll of Investing in Superstar Companies: Can You Handle the Drawdowns?
Value Briefs
Seth Klarman: The True Test of Consistent Investment Performance: Thriving in Difficult Times
Warren Buffett: Investing Without Complexity: A Guide to Long-Term Wealth Creation
Howard Marks: Market Madness: Why Stock Prices Fluctuate More Than Earnings
David Einhorn: We’re On A ‘Buyers Strike’ Amid Geopolitical Tension
Warren Buffett: Investment Risks: Beyond Numbers – Assessing Long-Term Purchasing Power
Dan Loeb: Investors Can Find Great Opportunities In ‘Bulletproof’ Securities
Mastercard Inc (MA) DCF Valuation: Is The Stock Undervalued?
Value Briefs
Charles Munger: Public Hangings and the Transformation of Corporate Behavior in Earnings Reporting
Michael Burry: How to Outsmart the Market: Avoid ‘Upgrading’ Your Portfolio
Charles Munger: We Made A Fortune From ‘Pissant’ Businesses
Value Briefs
Mohnish Pabrai: When Intrinsic Value Doesn’t Rule the Investment Decision
Warren Buffett: Cigar Butts and Low Returns on Equity: Time is the Enemy of Poor Businesses
Seth Klarman: The Portfolio Liquidity Cycle Serves Two Important Purposes

