Tobias Carlisle - Thinking Like an Acquirer (S1E2)
Flirting with Models
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The Greenback Blog - Quant Investing
Greenback was your first book. You ultimately wrote quantitative value with our friend Wes Gray. You wrote deep value most recently. In writing the Greenback blog was this an approach that you were trying to systematize or was this sort of a special situations type opportunity? It was more special situations and I was going through you can do net net style investing quantitatively.
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