February 10, 2019

The Hottest Startup

This may bring a smile to your day…no pic just a PPT! Startup Pitch Good investing,Meb Fabertheideafarm.com
November 9, 2018

Social Capital

I haven’t decided what I think about this letter yet.  Regardless, worth skimming… Chart then download… —- —- Download PDF Social Capital Letter Website http://socialcapital.com/ Good investing, Meb Faber theideafarm.com
August 17, 2018

Death of the Public Company

Fun paper debunking the widely circulated idea of the “death of the public company”. Chart then download: —- —- Download PDF “Rumours of the Death of the American Public Company are Greatly Exaggerated” Website https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3225889 Good investing, Meb Faber theideafarm.com
July 11, 2018

A Better Lazy Market Cap….

Lots of basic improvements one can implement for market cap weights, including just being a little bit lazy…. Chart and download… —- —- Download Buy High Website https://www.cbinsights.com/research/team-blog/run-sell-company/ Good investing, Meb Faber theideafarm.com
March 23, 2018

PE Report

Lots of noise about how LBOs are getting pricey…full report on the PE landscape from Bain. Pic then download: —- —- Downloads GLOBAL PRIVATE EQUITY REPORT 2018 Website www.bain.com Good investing, Meb Faber theideafarm.com
February 21, 2018


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: —- Download Private Equity:  Overvalued and Overrated?  Link https://americanaffairsjournal.org/2018/02/private-equity-overvalued-overrated/ http://verdadcap.com/management/ […]
February 1, 2018

Permanent Capital

Fun read from Brent Beshore on a new model for private equity. You should also listen to his podcast with Patrick O’Sha. Straight to download: Download Annual Letter Link https://www.adventur.es/ Good investing, Meb Faber theideafarm.com
November 22, 2017

Make PE Great Again

A couple great pieces on private equity from the author/hedge fund manager that was writing on how to replicate PE returns with public stocks. Chart and download —- —- Link Making Private Equity Great Again Betting on Unpredictability Website http://verdadcap.com/ […]
October 24, 2017

PE…What’s the Point?

The case for PE has always been the persistence of the top quartile…well, that’s declining too. I for one don’t see why you don’t just buy a basket of small stocks sorted on EV/EBITDA…a nice liquid alternative! Chart and download: […]