Saved by kram and
Sea Change
Toward a rediscovery of risk
Byrne Hobart • Boom: Bubbles and the End of Stagnation
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Michael Lewis • Going Infinite: The Rise and Fall of a New Tycoon
Yeah, so the meta, or the game within the game, is always changing in investing. 20 years ago in the NBA, three pointers were undervalued, statistically. Going for it on fourth down was undervalued in the NFL. And I would say that 20 years ago, understanding ROIC was undervalued in the market.



