Enduring Investing and Life Lessons with Guy Spier
Excess Returns
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Unit Economics: A Guide to Value Investing
In the 70s, there were no courses on value investing. Now there's celebrated courses like the one at Columbia University and many other universities. I think that everybody came to the understanding that valuing the business is the important thing to do. And so in a certain way, that is rational, whereas I believe that say charts are not rational.
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