2016 - Awesome Goat

2016

Dec 12, 2016 An Alternative Approach to Financial Modeling for Individual Companies Dec 12, 2016
Dec 5, 2016 Why Invest Abroad? Dec 5, 2016
Nov 28, 2016 Why Do Bad Models Persist? Nov 28, 2016
Nov 14, 2016 Where are We in the Credit Cycle? Nov 14, 2016
Nov 7, 2016 The Quest for Yield Nov 7, 2016
Oct 31, 2016 The Genius of Search Funds Oct 31, 2016
Oct 24, 2016 Why Most Active Managers Fail Oct 24, 2016
Oct 10, 2016 On Momentum Oct 10, 2016
Oct 3, 2016 Explaining Private Equity Returns from the Bottom Up Oct 3, 2016
Sep 26, 2016 Caveat Emptor - Private Equity Sep 26, 2016
Sep 19, 2016 Explaining Japanese Leveraged Value Equity Returns Sep 19, 2016
Sep 12, 2016 Replicating Our Debt Paydown Algorithm in Japan Sep 12, 2016
Sep 5, 2016 Replicating Leveraged Small Value Equities in Japan Sep 5, 2016
Aug 29, 2016 Fear & Trembling in Japan Aug 29, 2016
Aug 15, 2016 On Being Wrong Aug 15, 2016
Aug 8, 2016 Do as Buffett Does Not as Buffett Says Aug 8, 2016
Aug 1, 2016 When Debt is more than a Four-Letter Word Aug 1, 2016
Jul 25, 2016 Why Replicate Private Equity? Jul 25, 2016
Jul 11, 2016 Can Simple Quantitative Rules Improve the Performance of Fundamental Investors? Jul 11, 2016
Jun 27, 2016 The Difficult Standard of Predictive Accuracy Jun 27, 2016
Jun 20, 2016 Sometimes It Pays to Bet against the Experts Jun 20, 2016
Jun 6, 2016 What Happens in an LBO? Jun 6, 2016
May 31, 2016 My First Principles May 31, 2016
May 23, 2016 The Case of Civeo and the Unknown Unknowns May 23, 2016
May 16, 2016 On Knowability May 16, 2016
May 9, 2016 Private Equity's Pro-Cyclical Problem May 9, 2016
May 2, 2016 Investing across the Short-Term Debt Cycle May 2, 2016
Apr 25, 2016 Should Investors Avoid Melting Ice Cubes? Apr 25, 2016
Apr 11, 2016 How to Beat Private Equity in the Public Markets Apr 11, 2016
Apr 4, 2016 Do You Believe PE's Reported Returns? Apr 4, 2016