Investors at Google [VIDEOS]

H/T Meb Faber some really really good ones here

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James Grant: “The Forgotten Depression of 1921: The Crash That Cured Itself” | Talks at Google
by Talks at Google

Michael Mauboussin: Here’s what active managers can do

michael mauboussin, Credit Suisse, valuation and portfolio positioning, capital markets theory, competitive strategy analysis, decision making, skill versus luck, value investing, Legg Mason, The Success Equation, Think Twice: Harnessing the Power of Counterintuition, analysts, behavioral finance, More Than You Know: Finding Financial Wisdom in Unconventional Places, academics , valuewalkThe debate over active versus passive management continues as trends show the ongoing shift from active into passive funds. Q2 2020 hedge fund letters, conferences and more At the Morningstar Investment Conference, Michael Mauboussin of Counterpoint Global argued that the rise of index funds has made it more difficult to be an active manager. Drawing Read More


57:56

William Green: “Lessons From the Great Minds of Investing” | Talks at Google
by Talks at Google

59:31

Jason Zweig: “The Devil’s Financial Dictionary and The Intelligent Investor” | Talks at Google
by Talks at Google

1:07:25

Hewitt Heiserman: “Ben Graham and the Growth Investor” | Talks at Google
by Talks at Google

1:13:43

WATCHED
William Thorndike: “The Outsiders” | Talks at Google
by Talks at Google

53:05

Thomas Russo: “Global Value Investing” | Talks at Google
by Talks at Google

1:10:54

Sanjay Bakshi: “The Prejudices of Mr. Market” | Talks at Google
by Talks at Google

1:04:39

Donald Yacktman: “Viewing Stocks as Bonds” | Talks at Google
by Talks at Google

52:54

Tom Gayner: “The Evolution of a Value Investor” | Talks at Google
by Talks at Google

58:39

Howard Marks: “The Most Important Thing – Origins and Inspirations” | Talks at Google
by Talks at Google

1:09:03

Mohnish Pabrai and Guy Spier in Conversation with Saurabh Madaan | Talks at Google
by Talks at Google

52:51

Aswath Damodaran: “Valuation: Four Lessons to Take Away” | Talks at Google
by Talks at Google

1:01:30

Pat Dorsey: “The Little Book that Builds Wealth” | Talks at Google
by Talks at Google

1:10:15

Tobias Carlisle: “Deep Value Investing” | Talks at Google
by Talks at Google

1:00:47

John Heins & Whitney Tilson: “The Art of Value Investing” | Talks at Google
by Talks at Google

1:19:04

Larry Cunningham: “Berkshire Beyond Buffett” | Talks at Google
by Talks at Google

44:08

John Mihaljevic: “The Manual of Ideas: How to Find the Best Investment Ideas” | Talks at Google
by Talks at Google

1:04:03

Guy Spier: “The Education of a Value Investor” | Talks at Google
by Talks at Google

1:05:08

Mohnish Pabrai: “Dhandho. Heads I win; Tails I don’t lose much” | Talks at Google
by Talks at Google

59:35

Michael Mauboussin: “The Success Equation:Untangling Skill and Luck” | Talks at Google
by Talks at Google

1:04:41

Mebane Faber: “Global Value: How to Spot Bubbles, Avoid Market Crashes, and Earn Big Returns
by Talks at Google

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