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Vitor Souto
Vitor’s Kindle Notes & Highlights
The Acquirer's Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, by Tobias E. Carlisle

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We find the margin of safety chiefly in the discount to value. But it is also a test of the balance sheet and the business. Here are three rules covering the margin of safety:
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The Acquirer's Multiple: How the Billionaire Contrarians of Deep Value Beat the Market
The Acquirer's Multiple: How the Billionaire Contrarians of Deep Value Beat the Market
by Tobias E. Carlisle
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