PE

Many of you heard the podcast we did with Dan on replicating private equity with listed stocks.

Here he is with a written summary piece you may like.

Pic then download:

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Download

Private Equity:  Overvalued and Overrated? 

Link

https://americanaffairsjournal.org/2018/02/private-equity-overvalued-overrated/

http://verdadcap.com/management/

Good investing,
Meb Faber
theideafarm.com