Aswath Damodaran: “Valuation: Four Lessons to Take Away” | Talks at Google

The tools and practice of valuation is intimidating to most laymen, who assume that they do not have the skills and the capability to value companies. In this talk, I propose to lay out four simple propositions about valuation. The first is that valuation is not an extension of accounting, insofar as it is not …

Aswath Damodaran: “Valuation: Four Lessons to Take Away” | Talks at Google Read More »

The Little Book that Builds Wealth | Pat Dorsey | Talks at Google

What does it mean for a company to have a moat? What are the key drivers to valuation? Pat Dorsey will use examples to shed light on these, and more questions. About the Book: Capitalism works. That’s why most businesses with high returns on capital attract competition that forces down profitability over time. However, a …

The Little Book that Builds Wealth | Pat Dorsey | Talks at Google Read More »

Tobias Carlisle: “Deep Value Investing” | Talks at Google

“Deep Value: Why Activist Investors and Other Contrarians Battle for Control of Losing Corporations” is an exploration of the philosophy of deep value investment. It describes the evolution of the various theories of intrinsic value and activist investment from Benjamin Graham to Warren Buffett to Carl Icahn and beyond. Filled with engaging anecdotes, penetrating statistical …

Tobias Carlisle: “Deep Value Investing” | Talks at Google Read More »

John Heins & Whitney Tilson: “The Art of Value Investing” | Talks at Google

“John Heins and Whitney Tilson, co-founders of the Value Investor Insight newsletter, have done a thorough job of explaining how to look for stocks that are trading at significant discounts to what they are worth — the concept known as the value style of investing.…the authors present a clear framework for ferreting out undervalued companies.” …

John Heins & Whitney Tilson: “The Art of Value Investing” | Talks at Google Read More »

Larry Cunningham: “Berkshire Beyond Buffett” | Talks at Google

Larry Cunningham’s latest book, based in part on interviews of numerous Berkshire insiders, is Berkshire Beyond Buffett: The Enduring Value of Values. This book asks the billion dollar question: what happens to Berkshire after Warren is no longer around? Many assume that the company is so massive and diverse that it will have to be …

Larry Cunningham: “Berkshire Beyond Buffett” | Talks at Google Read More »

John Mihaljevic: “The Manual of Ideas: How to Find the Best Investment Ideas” | Talks at Google

Is success in the stock market really as difficult to achieve as some experts would have you believe? Is investing talent innate or can it be acquired? What are some simple principles you can apply to become a successful investor even if investing is not your profession? In his talk, John Mihaljevic will seek to …

John Mihaljevic: “The Manual of Ideas: How to Find the Best Investment Ideas” | Talks at Google Read More »

Guy Spier: “The Education of a Value Investor” | Talks at Google

The Education of a Value Investor: My Transformative Quest for Wealth, Wisdom, and Enlightenment About the Book: What happens when a young Wall Street investment banker spends a small fortune to have lunch with Warren Buffett? He becomes a real value investor. In this fascinating inside story, Guy Spier details his career from Harvard MBA …

Guy Spier: “The Education of a Value Investor” | Talks at Google Read More »

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

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 …

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

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

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, …

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

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

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 …

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