The Best Investment Writing Volume 5: Greg Obenshain, Verdad Advisers – Sales and Distributions: How revenue growth and distributions drive equity returns
The Meb Faber Show - Better Investing
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Introduction
Last year we published the best investment writing volume four. We offered authors the opportunity to record an audio version of their chapter to be released as a segment of the podcast. Gregban shank iam a partner and director of credit at portat advisers, a quantitative, research driven investment firm that invests across assa classes in search of the highest risk adjusted tarns. The worst performing segment of the market is dominated by failed amazons. They can purchase revenue growth, but it never exceeds the capital invested.
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Transcript
