Investing basics, portfolio construction, business strategies, interviews, essays, & white papers
Who is On the Other Side by Michael Mauboussin
Looking for The Easy Games in Bonds
What Does A Price-Earnings Multiple Mean?
Common Errors in DCF Model by Michael Mauboussin
Estimating the Cost of Capital by Michael Mauboussin
Capital Allocation by Michael Mauboussin
Distributing Cash To Shareholders by Michael Mauboussin
Lessons from Freestyle Chess & Cultivating Your Judgement by Michael Mauboussin
Procyclicality and Its Extremes by Michael Mauboussin
What Does EV/EBITDA Multiple Mean?
Alpha and The Paradox of Skill
The Incquisition of Capitalism
Expectations Investing by Michael Mauboussin & Alfred Rappaport
The Most Important Thing by Howard Marks
Charlie Munger The Complete Investor
The Ride of a Lifetime by Bob Iger
The Success Equation by Michael Mauboussin
The Outsiders by William Thorndike
ShawSpring Letter on Optionality (11/20/20)
Ensemble Capital: Position Size
Active Share and the Three Pillars of Active Management: Skill, Conviction and Opportunity
Leveraged Small Value Equities by Brian Chingono & Dan Rasmussen
The Cost of Capital: The Swiss Army Knife of Finance by Aswath Damodaran
Dividend Policy, Growth, and Valuation of Shares by Miller & Modigliani
Stocks You Shouldn't Own by OSAM
Dimensions of Return by Ehren Stanhope of OSAM
Chuck Akre: "An Investor's Odyssey: The Search for Outstanding Investments"
Gary Mishuris - The Acquirers Podcast
Adventures in the Obscure with Dave Waters, Alluvial Capital
Interview with Fred Liu (12/1/20)
Mark Walker - Interview with Value Walk
Matthew Sweeney of Laughing Water Capital on The Acquirers Podcast
Mark Walker of Tollymore - Good Investing Talks
Dan McMurtrie on The Business Brew
David Kim: Yet Another Value Podcast
Invest Like The Best: Tobi Lutki
Invest Like The Best: Bryan Krug
Invest Like The Best: Chris Bloomstran
Invest Like The Best: Chuck Akre
Invest Like The Best: Gavin Baker #2
Good Investing TV: Dennis Hong of Shawspring Partners
The Acquiers Capital Podcast: Bluegrass Capital
Eric Vishria - Invest Like the Best
Michael Mauboussin on Invest Like the Best: #4
Yet Another Value Podcast: Dave Waters of Alluvial Capital
Francisco Olivera - Acquires Multiple Podcast
Michael Shearn - Microcap Club Happy Hour
Ian Cassel: Chain Reaction Podcast
Lauren Taylor Wolfe - Invest Like The Best