Archive

Sometimes It Pays to Bet against the Experts

Graham InfingerJune 20, 2016

What Happens in an LBO?

Graham InfingerJune 6, 2016

My First Principles

Graham InfingerMay 31, 2016

The Case of Civeo and the Unknown Unknowns

Graham InfingerMay 23, 2016

On Knowability

Graham InfingerMay 16, 2016

Private Equity's Pro-Cyclical Problem

Graham InfingerMay 9, 2016

Investing across the Short-Term Debt Cycle

Graham InfingerMay 2, 2016

Should Investors Avoid Melting Ice Cubes?

Graham InfingerApril 25, 2016

How to Beat Private Equity in the Public Markets

Graham InfingerApril 11, 2016

Do You Believe PE's Reported Returns?

Graham InfingerApril 4, 2016