Month: July 2014

Mohnish Pabrai: “Dhandho. Heads I win; Tails I don’t lose much” | Talks at Google

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Description: In a straightforward and accessible manner, The Dhandho Investor lays out the powerful framework of value investing. Written with the intelligent individual investor in mind, this comprehensive guide distills the Dhandho capital allocation framework of the business savvy Patels from India and presents how they can be applied successfully to the stock market. The …

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Michael Mauboussin: “The Success Equation:Untangling Skill and Luck” | Talks at Google

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Description: What role, exactly, do skill and luck play in our successes and failures? Some games, like roulette and the lottery, are pure luck. Others, like chess, exist at the other end of the spectrum, relying almost wholly on players’ skill. In his provocative book, Michael Mauboussin untangles the intricate strands of skill and luck, …

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Mebane Faber: “Global Value: How to Spot Bubbles, Avoid Market Crashes, and Earn Big Returns”

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Investment bubbles and speculative manias have existed for as long as humans have been involved in markets. Is it possible for investors to identify emerging bubbles and then profit from their inflation? Likewise, can investors avoid the bursting of these bubbles, and the extreme volatility and losses found in their aftermath to survive to invest …

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