The Acquirer’s Multiple Gazette is a roundup of this week’s best investing reads, podcasts, tweets and superinvestor news:
Investing Reads
Buffett on Start-Up Investing (csinvesting)
Poker, Speeding Tickets, and Expected Value: Making Decisions in an Uncertain World (Farnam Street)
According To These 3 Measures The Stock Market Is Now Literally Off The Charts (The Felder Report)
Breaking Up Tech: Indexes doing what the economy won’t (The Reformed Broker)
As Good As it Gets? (The Irrelevant Investor)
The Lifecycle of an Investment Idea (A Wealth of Common Sense)
Changing Your Mind (MicroCapClub)
Future U.S. Equity Returns: A Best-Case Upper Limit (Phliosophical Economics)
How to Lose 93% of Your Money… And Be Happy About It (Jason Zweig)
Taxing Questions on Value (Musings on Markets)
Superinvestors holding positions in some of our Acquirer’s Multiple Stocks
Superinvestors who hold the #3 pick in our Small & Micro Cap Stock Screener – Bellatrix Exploration Ltd. (BXE) –
Howard Marks at Oaktree Capital – 3,750,000 shares
Jean-Marie Eveillard at First Eagle – 406,000 shares
Superinvestors who hold the #3 pick in our Large Cap Stock Screener – Micron Technology Inc (MU)
David Tepper at Appaloosa Management – 17,053,999 shares
David Einhorn at Greenlight Capital – 5,021,900 shares
Superinvestors who hold the #8 pick in our Small & Micro Cap Stock Screener – Global Ship Lease Inc. (GSL) –
Jim Simons at Renaissance Technologies – 1,240,200 shares
Investing Podcasts
Stock Market Melt-Up & Quantitative Easing with Richard Duncan (Preston Pysh & Stig Brodersen)
Dan Rasmussen, “The Crown Jewel Of The Alternative Universe Is Private Equity” (Meb Faber)
Crypto-pocalypse, with Preston Byrne (Patrick O’Shaughnessy)
Nobody Wants to Listen to Your Podcast (Ben Carlson & Micheal Batnick)
The Science of Timing (The Motley Fool)
Charge!: The Bull Case for Tesla (Adventures in Finance)
Northwest Contrarian – William Smead, Smead Capital Management (ValueWalk)
Investing Tweets
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