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6min chapter
Michael Mauboussin on Market Concentration, Capital Allocation & Attributes of Great Investors | #545
The Meb Faber Show - Better Investing
Deciphering Base Rates: The Dual Nature of Intangible Assets
This chapter explores the importance of base rates in evaluating companies and contrasts traditional analysis methods with performance assessments based on reference classes. It also discusses the role of intangible assets in company growth, illustrated through case studies of both successful and failing businesses.
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