For me, this is investing nirvana! Joel Greenblatt, the Managing Partner and Co-CIO of Gotham Asset Management being interviewed by Howard Marks, Chairman of Oaktree Capital Management L.P. Marks spends thirty two minutes interviewing Joel Greenblatt, the creator of the “Magic Formula”, an investing strategy that could be used by average investors to make money in the stock … Read More
The Fundamental Reason Buffett Beats the Market – New Research
Noah Smith at Bloomberg highlights some new research that suggests the possibility that there’s information sitting right there on corporate balance sheets and income statements, free for all the world to see, that aren’t being fully incorporated into market prices and therefore blowing a hole in the efficient market hypothesis (EMH).
How Can Average Investors Make Money In The Stock Market – Peter Lynch (Classic Video)
Peter Lynch is one of the greatest investors of all time. Lynch managed the Fidelity Magellan Fund from 1977 to 1990, during which time the fund’s assets grew from $20 million to $14 billion. More importantly, Lynch reportedly beat the S&P 500 Index benchmark in 11 of those 13 years, … Read More
Lessons From One of Charlie Munger’s Favorite Authors – Robert Cialdini (Podcast)
One of the best resources for investors are podcasts. One of the best investing podcasts on the planet belongs to our friends Preston and Stig at The Investors Podcast. These guys have compiled over 100 podcasts interviewing some of the best investors, authors and CEO’s, including our Founder Tobias Carlisle. Recently the … Read More
How to Find Out of Favor Stocks and Avoid Value Traps – William Martin (Graham & Doddsville)
William Martin is the Chairman and Chief Investment Officer of Raging Capital Management, an investment firm he founded in 2006. Prior to Raging Capital, he co-founded a number of financial information and media companies, including Raging Bull in 1997, Indie Research in 2002, and InsiderScore in 2004. Martin seeks out companies … Read More
Value Investing Works, Here’s Why – Jeffrey Stacey (Video – Ben Graham Centre)
Jeffrey Stacey is the founder of Stacey Muirhead Capital Management Ltd. Stacey has over 30 years of investment industry experience. Stacey utilizes time-tested principles of intelligent value investing. He says, “achieving a superior investment record is a lot harder than most people think and developing investment wisdom comes from both direct … Read More
Short Term Focus Provides Great Opportunities For Value Investors – Tom Gayner
Tom Gayner is another one of my favorite value investors. Gayner is Co-Chief Executive Officer of Markel Corporation. Markel is a holding company for insurance, reinsurance, and investment operations around the world. Headquartered in Richmond, Virginia and founded in 1930. The company has over $3 billion in Assets Under Management. Gayner … Read More
4 Reasons Why Value Might Be Making a Comeback in 2016 – Alliance Global Advisors
Just read a great article by Ben Fischer highlighting four reasons why value might be making a comeback in 2016. Fischer is a CFA and portfolio manager, managing director and CIO of NFJ, an Allianz Global Investors company. He has 50 years of experience in portfolio management, investment analysis and … Read More
Buffett Waiting For The Right Pitch, Cash Piling Up Faster Than He Can Invest It
What a problem to have. So much cash that you can’t invest it, or maybe he’s just waiting for the right pitch! That seems to be the problem for Warren Buffett as pointed out in an article at Bloomberg.
Value Investing; Fish in Markets That Can Make You Look Immensely Stupid! Nick Kirrage (Video)
One of my favorite value investors is Nick Kirrage. Kirrage joined Schroders in 2001, initially working as part of the Pan European research team providing insight and analysis on a broad range of sectors from Transport and Aerospace to Mining and Chemicals. In 2006, he and Kevin Murphy took over … Read More
How To Invest Like Seth Klarman – Mark Yusko
Mark Yusko is the Founder, CEO and Chief Investment Officer of Morgan Creek Capital Management. Morgan Creek has over $3 Billion in Assets Under Management. Prior to forming Morgan Creek, Yusko was President, Chief Investment Officer and Founder of UNC Management Company, the Endowment investment office for the University of North … Read More
Returns to The Acquirer’s Multiple® Screeners and The Best Value Stocks
[View the story “Week Beginning October 10th, 2016” on Storify]
How Did The Top 30 Deep Value Large Cap US Stocks Perform This Week?
We run three screens here at The Acquirer’s Multiple. The All Investable Screener This screen shows the top 30 companies in The Acquirer’s Multiple® All Investable Stocks universe, which includes the largest half of U.S. exchange-traded stocks and ADRs. The screen excludes financials and utilities. The Small & Micro Cap Screener This screen … Read More
4 Ways To Make Money Now From Value Investing – Charles Brandes (CNBC)
According to CNBC, if anyone knows how to make money finding value stocks, it’s Charles Brandes, a legendary investor who studied directly with Benjamin Graham, the father of value investing. According to Forbes, the founder and chairman of Brandes Investment Partners has a net worth of $1.18 billion, and he … Read More
Here’s Why Value Investors Need to Ignore Fairytales and Focus on Fundamentals
(Image Courtesy, kurld.com) Here’s a great article by Dave Gilreath on the ABC News website regarding the problems with chasing ‘story stocks’. It’s a great reminder that if you’re a true value investor like myself, you need to learn to ignore the stock’s story and focus on its fundamentals. Dave highlights … Read More
Warren Buffett’s Ground Rules – Talks @ Google – Jeremy Miller (Video)
Jeremy Miller is an investment analyst for a leading New York based Mutual Fund Company. He has over 15 years of financial industry experience, having served in various capacities across Equity Sales and Research at several of the world’s largest investment banks. Miller recently wrote a book called, Warren Buffett’s Ground … Read More
The 3 Things You Need On Your Value Investing Checklist – Bill Nygren
(Image Courtesy, fortune.com) Bill Nygren has been a manager of the Oakmark Select Fund (OAKLX) since 1996, Oakmark Fund (OAKMX) since 2000 and the Oakmark Global Select Fund (OAKWX) since 2006. He joined Harris Associates in 1983 and served as the firm’s Director of Research from 1990 to 1998. Nygren … Read More
Why does value investing work? George Athanassakos – Ben Graham Chair in Value Investing
Dr. George Athanassakos is a Professor of Finance and the Ben Graham Chair in Value Investing at Ivey Business School, which he joined in July 2004. He is also the Founder & Director of The Ben Graham Centre for Value Investing. Athanassakos has been ranked among the top 10 researchers … Read More
Forget Wall Street! 5 Stages of a Humble Investing Strategy – James Montier
James Montier is a member of GMO’s Asset Allocation team. Prior to joining GMO in 2009, he was co-head of Global Strategy at Société Générale. Montier is an expert in behavioral investing and the author of several books including: Behavioural Investing: A Practitioner’s Guide to Applying Behavioural Finance Value Investing: Tools … Read More
14 Warning Signs That There’s Trouble In The 10K – Robert Olstein
Robert Olstein is Chairman and Chief Investment Officer of Olstein Capital Management and serves as Head Portfolio Manager of the Olstein All Cap Value Fund and Co-Portfolio Manager of the Olstein Strategic Opportunities Fund. Olstein has long been recognized as one of the financial community’s most astute research analysts and … Read More