1/Tonight I start Security Analysis @Columbia_Biz. This is my 28th consecutive year teaching the course and I am as nervous as ever. Preparation always provides a wonderful opportunity to take stock of process.https://www8.gsb.columbia.edu/courses/mba/2020/spring/b8368-001 …
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9/ I will finish by noting some sources of inspiration. The first is my mentor, collaborator, and friend Al Rappaport. I will do my best to translate his wisdom to my students.
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10/ Next is the
@sfiscience, an extraordinary institution that ignores traditional academic disciplines and considers vexing problems at the intersection of disciples. A wonderful combination of open minds and rigorous methods.Prikaži ovu nit -
11/ Finally, the mental models approach advocated by Charlie Munger and the torchbearer for the approach
@ShaneAParrish@farnamstreet https://fs.blog/mental-models/ https://www.amazon.com/Great-Mental-Models-Thinking-Concepts-ebook/dp/B07P79P8ST …Prikaži ovu nit
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When we handicap odds of future prices paid for business, as you advocated in 2001 we always start by "calibrating" our analysis to our best guess at what free cash flow outlook is priced in at the trading price or last fundraising. We learn so much by doing that.
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Hola, you can read it here: Thread by
@mjmauboussin: 1/Tonight I start Security Analysis@Columbia_Biz. This is my 28th consecutive year teaching… https://threadreaderapp.com/thread/1222543791980150786.html …. Talk to you soon.
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