Released June 1st, 2021
Dennis Lynch - Delivering Alpha in Adapting Markets
Dennis Lynch is the Head of Counterpoint Global, where he oversees more than $100bn in AUM. We cover Dennis's unique approach to building a research team, how misclassification of companies often creates the highest upside opportunities, and how Dennis has adapted his investment process over the past 20 years.
Professional Investors
Public Equity
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Michael Mauboussin - Great Migration Public to Private Equity
A discussion on the shift from public to private investing, the significant changes in capital markets, and the rise of intangible assets.
Market-Expected Return on Investment (MEROI)
An overview of MEROI, a more accurate measurement of company returns and valuation.
Quantum Computing
A deep dive on quantum computing and its applications in modern technological advancements.
One Job
An overview of the rise of intangible investments and how an investor's analytical approach need to change.
The Economics of Customer Businesses
Learn how to value a business based on the present value of its existing and future customers.
Blue Ridge Capital's Recommended Reading List: Analytical Category
A recommened reading list by Blue Ridge Capital's John Griffin.
The Ethical Algorithm: The Science of Socially Aware Algorithm Design
A book on understanding and improving the science behind the algorithms that run our lives.
Expectations Investing: Reading Stock Prices for Better Returns
How to better identify gaps between stock price and business value.
The Big Short: Inside the Doomsday Machine
The real story behind the build-up of the housing bubble in the US in the 2000s.
Moneyball: The Art of Winning an Unfair Game
An overview of the secret used by the Oakland A's to achieve success in baseball - implementing statistical analysis to structure a team.