• The link to sign up for BlueMountain Capital investment research: https://bluemountaincapital.com/bluemountain-investment-research/…
  • Decisions, books, investing, mental models, complex adaptive systems, skill, luck. Adjunct Prof @Columbia_Biz and Chairman Emeritus of the Board @sfiscience...
  • Report On EV/EBITDA multiple by Michael J Mauboussin. #Valuationmodels Link:https://google.com/url?sa=t&source=web&rct=j&url=https...
  • Hi Michael, is the EV/EBITDA paper available anywhere else online? The Blue Mountain Capital link is broken.
  • ...the economic assumptions that are behind it. https://bluemountaincapital.com/wp-content/uploads/2015/03/What-Does-an-EV-EBITDA-Multiple-Mean.pdf…
  • Wednesday links: high asset class correlations, pulling back from the pandemic borrowing binge and how remote work differs from 'work from home.' https...