[View the story “Week Beginning July 11th, 2016” on Storify]
What Howard Marks taught me about macro-economics
(Image Credit, cnbc.com) Why is it that every time you pick up a newspaper or switch on the finance channel, some talking head is making a prediction on what’s likely to occur with macro-economic events like interest rates, currency rates, or movements in the stock market. The simple truth is, … Read More
To outperform in the stock market you will underperform
(PHOTO: Source http://changzw.com/) Part of being a value investor is understanding that your portfolio will underperform some of the time. I recently read an article on this very topic where Mohnish Pabrai was asked a question regarding investors following his Dhandho Investor strategy:
Overriding emotional investing by Klarman, Munger and Buffett
(PHOTO: Source http://www.talkativeman.com/seth-klarmans-recommended-books-on-investing/) Recently I wrote an article on investing and Behavioral Finance. Behavioral finance is a relatively new field that seeks to combine behavioral and cognitive psychological theory with conventional economics and finance to provide explanations for why people make irrational financial decisions. The article is called, The biggest problem in … Read More
Returns to The Acquirer’s Multiple® Screeners and The Best Value Stocks
[View the story “Stocks For the Week Beginning July 5th, 2016” on Storify]
How to implement your Acquirer’s Multiple Strategy – 5 Good Questions Answered
(PHOTO: http://dailylendingnews.com/) I often get asked, “What’s the best way to implement an Acquirer’s Multiple (AM) deep value investment strategy?”. Tobias has written a number of articles over the years on how best to implement this strategy. Here are five questions we are regularly asked, answered by Tobias himself. If … Read More
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