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Economics of Customer Businesses, Kahneman, Joel Greenblatt & Dan Ariely

Posted by Valor Intrínseco on May 24, 2021 at 2:35 PM

Artigo interessante do Michael Mauboussin e Dan Callahan, ambos do Morgan Stanley.

The Economics of Customer Businesses -  Calculating Customer-Based Corporate Valuation


Daniel Kahneman tem feito vários podcasts, seguindo o lançamente de seu novo livro Noise. O que mais gostei foi esse.

Daniel Kahneman on Why Our Judgment is Flawed — and What to Do About It (People I (Mostly) Admire Ep. 27)


Joel Greenblatt foi entrevista por Shane Parrish.

#111 Joel Greenblatt: Investing Made Simple


Podcast interessante com Dan Ariely.

Dan Ariely – The Human Capital Factor (Capital Allocators, EP.195)


Abraços!

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