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Bill Gurley & Michael Mauboussin - Putting Theory into Practice

My guests today are Bill Gurley and Michael Mauboussin. Bill is a General Partner at Benchmark, and Michael is the Head of Consilient Research for…

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The Bull And Bear Cases For Super Micro Computer (NASDAQ:SMCI)

The Bull And Bear Cases For Super Micro Computer (NASDAQ:SMCI)
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Dr. Martens: A Value Play With High Yield Worth Digging Into (OTCPK:DOCMF)

Dr. Martens: A Value Play With High Yield Worth Digging Into (OTCPK:DOCMF)
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Why is it so hard to beat index funds?

Ultralow-fee index funds and ETFs consistently outperform most actively managed funds

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Bengal Capital FY2023 Letter

Bengal Capital FY2023 Letter
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Take A Contrarian Stance: Starbucks Is A Strong Buy (NASDAQ:SBUX)

Take A Contrarian Stance: Starbucks Is A Strong Buy (NASDAQ:SBUX)
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Looking for the Next Great Value Stock? Don't Start With the Price. Legendary Investor Bill Nygren Explains.

"Buying great businesses at average prices is as much value investing as buying average businesses at great prices. The idea that every business trading at a low P/E, P/B, P/anything ratio is a 'value stock' is just plain stupid."

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