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Graham & Dodd Annual Breakfast 2022
investmentmanagementinsights.substack.com · 4,085 words · saved by 1 readers
Guest Speaker: Todd Combs, Moderator: Michael Mauboussin
Graham & Dodd Annual Breakfast 2022 Guest Speaker: Todd Combs, Moderator: Michael Mauboussin Investment Management Insights Nov 04, 2022 185 22 9 Share Summary: The event’s guest speaker was Todd Combs and was moderated by Michael Mauboussin. Combs provided his insight on defining a “good business,” the longevity of these businesses, the accuracy of financial statements, and a unit cost centered valuation approach. Photo of Todd Combs (left) and Michael Mauboussin (right) posted on The Heilbrunn Center’s Instagram feed ( @helibrunncenter ). ___ Combs opened his discussion on investing by equat
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