Michael Mauboussin - Man + Machine, Moats, and Power of the Outside View - [Invest Like the Best, EP.37]
Invest Like the Best with Patrick O'Shaughnessy
What's Going on With Private Equity?
Public companies are listing publicly as good. That's probably better, like the shareholder base of the country via pensions,. et cetera so they can capture some of this upside. But that raises the bar to some degree. And i think there 're some cost that some companies plain about, may or may not be real but things like quarterly reporting and competitive disclosure and so forth. La is vil wate i i sa, t every yer, gas, iw kno er, get work to correct that.
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