Here is a list of the last 200 value investing articles on The Acquirer’s Multiple:
- Introducing Acquirers Funds®
- Warren Buffett: Why Utility Businesses Make Good Investments
- TAM Stock Screener – Stocks Appearing In Dalio, Greenblatt, Einhorn Portfolios
- How Would A Young Warren Buffett Invest Today?
- Does Price-To-Book Still Work?
- Julian Robertson: The Best Way To Invest Is To Go Long And Short Stocks
- Munger’s FOMO Moment Made Him Millions
- Do Fundamentals Still Matter?
- (Ep.74) The Acquirers Podast: Cliff Asness – Cliff’s Perspective, Systematic Value. Do Fundamentals Matter?
- Charles Munger: Top 10 Holdings (Q2 2020)
- Stock In Focus – TAM Stock Screener – Heidrick & Struggles International, Inc. (NASDAQ: HSII)
- Bernstein’s Deep Risk: How History Informs Portfolio Design
- This Week’s Best Investing Articles, Research, Podcasts 7/3/2020
- Aswath Damodaran: The Venetian Glassmaker – Dumbing-Down Valuation Techniques
- Michael Mauboussin: Perform A ‘Premortem’ Before You Invest
- TAM Stock Screener – Stocks Appearing In Klarman, Greenblatt, Simons Portfolios
- VALUE: After Hours (S02 E26): Bill’s Robinhood Follow-up, Bernstein’s Deep Risk, $INTC and $LMT
- How Share-Based Compensation Lowers Returns
- Jim Simons: Make A Decision Even If It’s Wrong! Don’t Dawdle.
- One Stock Superinvestors Are Buying Or Holding (19)
- Treacherous Markets
- The Efficacy Of Fundamental Analysis Has Declined
- Are Robinhood Investors Buying The Dip? – Here’s The Verdict
- Dark Matter, And Why It’s Important To Investors
- Picking Winners From Losers Using The G-Score
- Dan Sheehan: Avoiding The Bad Investments Is More Important Than Picking Winners
- (Ep.73) The Acquirers Podcast: Partha Mohanram – Growth Score, How His G-Score Finds Winners And Losers In Glamour Stocks
- Stock In Focus – TAM Stock Screener – Cactus Inc (NYSE: WHD)
- Why Investors Should Be Very Wary Of Financial Market Commentary
- This Week’s Best Investing Articles, Research, Podcasts 6/26/2020
- TAM Stock Screener – Stocks Appearing In Buffett, Greenblatt, Simons Portfolios
- Bill Ackman: Engrave Your Investment Principles In Stone And Stick To Them
- VALUE: After Hours (S02 E25): Dark Matter, Treacherous Markets, Bill’s Robinhood Statement
- Finding A ‘Cusper’ To Run Your Acquisition
- Jonathon Tepper: Big Tech Behemoths Crush Innovation And Annihilate Competition
- Ken Fisher: The Reason Warren Buffett’s Been Inactive Is Due To His Age
- One Stock Superinvestors Are Buying Or Holding (18)
- Bankruptcy Gamblers
- The Playbook – System of Systems for Business and Startup Management for Companies with <50 Employees
- Jim O’Shaughnessy: Never Override Your Investing Model
- Aswath Damodaran: When So Called Pros Bet And Make Money It’s Skill, When Robinhood Investors Make Money It’s Speculation. Why?
- The Right Size II
- Finding Opportunities In Horizontally Focused Hyper-Niche Software Businesses
- (Ep.72) The Acquirers Podcast: Michael Girdley – Niche Acquirer, Dura Software’s Hyper-Niche SME Acquisition Strategy
- Annie Duke & Morgan Housel: Is This The Reason Warren Buffett Has Been Quiet Lately
- Stock In Focus – TAM Stock Screener – Compx International Inc. (NYSEAMERICAN: CIX)
- Price Drives Diligence
- This Week’s Best Investing Articles, Research, Podcasts 6/19/2020
- Terry Smith’s Owners Manual – 14 Filters For Purchasing A Great Investment
- TAM Stock Screener – Stocks Appearing In Greenblatt, Klarman, Icahn Portfolios
- The Trend Is Your Friend: Momentum Investing
- VALUE: After Hours (S02 E24): Price Drives Diligence, The Right Size II, Bankruptcy Gamblers
- Opportunities In The Decimated Aerospace Value Chain
- The China Fraud
- One Stock Superinvestors Are Buying Or Holding (17)
- Peter Lynch: The Amateur Investors Inferiority Complex
- George Soros: Top Buys, Top Sells (Q1 2020)
- John Hempton: What Makes Shorting Frauds Fundamentally Very Dangerous
- Being The Right Size In Investing, Competition, And Growth
- Finding Great Opportunities In Tier One Microcaps
- Chuck Akre: Top 10 Holdings (Q1 2020)
- Charles Munger: Successful Investing Using Organized Uncommon Sense
- (Ep.71) The Acquirers Podcast: Maj Soueidan – Micro Machine, Nano And Micro Caps, China Short, Tier One Micro Caps
- Stock In Focus – TAM Stock Screener – Taro Pharmaceutical Industries Ltd. (NYSE: TARO)
- The Art Of Mastering Investing
- This Week’s Best Investing Articles, Research, Podcasts 6/12/2020
- TAM Stock Screener – Stocks Appearing In Greenblatt, Pzena, Cohen Portfolios
- Michael Mauboussin: The Math of Value and Growth
- VALUE: After Hours (S02 E23): Mastering Investing, The Right Size, Aerospace Decimation
- Why Warren Buffett Is Cautious
- Jeremy Grantham: Forget Private Equity And Regular Investing There’s A Better Option
- One Stock Superinvestors Are Buying Or Holding (16)
- What Impact Will The Cost To Insure a $TSLA Have On New Sales?
- Concentrate And Let Your Winners Run
- Aswath Damodaran: Is Your Urge To Remain The Only ‘Sane’ Investor Costing You Outsized Returns
- Tweedy Browne: Top Buys, Top Sells (Q1 2020)
- The Importance Of Slack In Life And Investing
- Invest In High Quality Businesses That Earn High Returns On Capital
- Terry Smith: Top 10 Holdings (Q1 2020)
- Bill Ackman: You Don’t Learn To Invest Successfully Until You Screw Up
- (Ep.70) The Acquirers Podcast: John Huber – Business Analyst, Concentrated High-Quality In A Modern Buffett Partnership
- Stock In Focus – TAM Stock Screener – Industrias Bachoco, S.A.B. de C.V. (NYSE: IBA)
- The Difference Between Growth And Value
- This Week’s Best Investing Articles, Research, Podcasts 6/5/2020
- VALUE: After Hours (S02 E22): It’s Value vs Glamour, $TSLA Tesla Write-Off, Slack in Systems
- Mark Leonard: Founder Businesses & Distressed Assets Make Great Acquisitions
- TAM Stock Screener – Stocks Appearing In Greenblatt, Simons, Fisher Portfolios
- Are We Heading Into A Period Of 70’s Stagflation
- Terry Smith: Investing In Stocks Is Not A Game Of Pass The Parcel To A Greater Fool
- One Stock Superinvestors Are Buying Or Holding (15)
- The Positive Theory of Capital
- Prevent Your Portfolio From Blowing Up Using Micro Risk Parity
- Aswath Damodaran: Now Is Not The Time For Investors To Go To The Dark Side!
- Joel Greenblatt: Top Buys, Top Sells (Q1 2020)
- The Winchester Mystery House
- The Era Of Hard Choices
- Tom Gayner: The One Area Of Investing Were I Will Not Compromise
- Carl Icahn: Top 10 Holdings (Q1 2020)
- Wes Gray – Investors Should Consider A Long-Short Value Investing Strategy
- (Ep.69) The Acquirers Podcast: Nicholas Pardini – Davos Man, Tying Global Macro Trends Into Actionable Trades
- Stock In Focus – TAM Stock Screener – Points International Ltd. (NASDAQ: PCOM)
- Ken French: How To Evaluate Your Investment Decisions
- The State Of Value Address – Is Value A Value Trap?
- This Week’s Best Investing Articles, Research, Podcasts 5/29/2020
- Howard Marks: Understanding The Market Cycle Tells Investors What’s Likely To Happen Next
- Bill Ackman: Why We’re Selling Berkshire
- TAM Stock Screener – Stocks Appearing In Greenblatt, Rogers, Miller Portfolios
- As Long As You’re Not A Forced Seller, You’re Going To Do Fine
- VALUE: After Hours (S02 E21): Is Value a Value Trap, Winchester Mystery House, Cash n’ Carry
- Rich Pzena: Value Stocks Recover Stronger After Periods Of Volatility
- One Stock Superinvestors Are Buying Or Holding (14)
- Aswath Damodaran: How To Value Companies During Covid-19
- You’re Confused Right Now? You’re Not Alone
- Successfully Invest In Hyperlocal Real Estate Using One Simple Equation
- Peter Bernstein: The Riskiest Moment In Investing Is When You’re Right!
- Baumol’s Cost Disease
- David Abrams: Top Buys, Top Sells (Q1 2020)
- Invest In Real Estate Like A Smart Family Would Own Real Estate
- (Ep.68) The Acquirers Podcast: Moses Kagan – Boutique Re, How Moses Kagan Built A Boutique Property Empire
- Joel Greenblatt: Top 10 Holdings (Q1 2020)
- This Week’s Best Investing Articles, Research, Podcasts 5/22/2020
- Is (Systematic) Value Investing Dead?
- Stock In Focus – TAM Stock Screener – Kimball International Inc (NASDAQ: KBAL)
- Philip Carret: Trend Versus Cycle Stocks
- TAM Stock Screener – Stocks Appearing In Greenblatt, Burry, Miller Portfolios
- VALUE: After Hours (S02 E20): AQR’s Is Value Dead, Baumol’s Cost Disease, Weird Times
- Why Buffett Was So Somber At The Meeting
- Chris Davis: The Most Exciting Types Of Businesses In This Environment
- Michael Burry: Top 10 Holdings (Q1 2020)
- One Stock Superinvestors Are Buying Or Holding (13)
- Buffett Worried $137 Billion Is Not Enough
- Berkshire – Shrinking Its Way To Profitability
- Seth Klarman: Top Buys, Top Sells (Q1 2020)
- No Stimmy For Berkshire Companies
- The Unappreciated Brilliance Of The Gen Re Transaction
- Is value a value trap?
- Warren Buffett: Top 10 Holdings (Q1 2020)
- (Ep.67) The Acquirers Podcast: Christopher Bloomstran – Tulip Mania, Berkshire, Buffett And Long-Term Compounding
- Seth Klarman: Top 10 Holdings (Q1 2020)
- Stock In Focus – TAM Stock Screener – Gravity Co. Ltd (NASDAQ: GRVY)
- Ted And Todd Couldn’t Find Anything To Buy In March
- This Week’s Best Investing Articles, Research, Podcasts 5/15/2020
- Michael Mauboussin: Maximize Your Opportunities With Position Sizing
- TAM Stock Screener – Stocks Appearing In Greenblatt, Dalio, Simons Portfolios
- VALUE: After Hours (S02 E19): Bumper Buffett BRK.A BRK.B Berkshire Hathaway Bull Session
- Is GameStop Destined To Head The Same Way As Blockbuster?
- Stanley Druckenmiller: Size, Size, Size, When You Think You’re Right!
- One Stock Superinvestors Are Buying Or Holding (12)
- When Buffett Was A Quant
- Owners Of Traditional Sports Franchises Buying Esport Franchises To Capture Disgruntled Millennials
- More People Watch Gaming And Esports, Than Netflix, HBO, ESPN And Hulu Combined
- Steven Romick: Top Buys, Top Sells (Q1 2020)
- Howard Marks Memo: Uncertainty; And 8 Of The Best Quotes On Forecasting
- Investing From First Principles
- John Hempton: What We Did Wrong In Q1
- Guy Spier: Top 10 Holdings (Q1 2020)
- (Ep.66) The Acquirers Podcast: Will Hershey – Esports Nerd, Gaming, Esports, And Digital Entertainment
- Stock In Focus – TAM Stock Screener – Perion Network Ltd (NASDAQ: PERI)
- TAM Stock Screener – Stocks Appearing In Greenblatt, Dalio, Simons Portfolios
- Holding Stocks Is A Superpower!
- This Week’s Best Investing Articles, Research, Podcasts 5/8/2020
- Chris Bloomstran: The Intrinsic Value And Earnings Power Of Berkshire Is…
- VALUE: After Hours (S02 E18): HOLD! Investing From First Principles, When Buffett Was A Quant
- One Stock Superinvestors Are Buying Or Holding (11)
- The Internet Changed Branding Forever
- David Einhorn: We Lost 37% On Our Longs, Made 8% On Our Shorts And Made 8% In Macro In Q1
- Donald Yacktman: Top Buys, Top Sells (Q1 2020)
- Maximize Your Opportunities To ‘Bump Into’ Good Investments
- Gavin Baker’s Software Contracts, First-Lien Debt And Reality
- Inverted DCF Is A Great Way To Value Businesses
- Tom Gayner: Top 10 Holdings (Q1 2020)
- The Grid And Complex-Adaptive Systems
- Jim Chanos: How To Maintain Short Positions In The Teeth Of A Raging Bull Market
- (Ep.65) The Acquirers Podcast: Dan Ferris – Extreme Value, From Deep Value To High Quality Businesses
- Warren Buffett: Why We Didn’t Repurchase Our Shares When They Were Relatively Cheap In March
- Rich Pzena: Top Buys, Top Sells (Q1 2020)
- Stock In Focus – TAM Stock Screener – Verso Corp (NYSE: VRS)
- TAM Stock Screener – Stocks Appearing In Greenblatt, Simons, O’Shaughnessy Portfolios
- Bruce Greenwald: The Landscape Has Changed For Traditional Value Investing
- Why Did Oil Drop To -$40 A Barrel?
- This Week’s Best Investing Articles, Research, Podcasts 5/1/2020
- Elon Musk: U.S Shelter-In-Place Strategy Is ‘Fascist’, And U.S Infrastructure Is Quite Sad
- One Stock Superinvestors Are Buying Or Holding (10)
- VALUE: After Hours (S02 E17): OIL! The Grid And Complex-Adaptive Systems, Bill’s Story Arc
- Focus On A ‘Size Specific’ Circle Of Competence
- Bill Ackman: Lessons I Learned From Warren Buffett
- Ken Fisher: Top 10 Holdings (Q1 2020)
- Chris Bloomstran (SAI): One Reason Why Berkshire Doesn’t Pay Dividends
- Why Is Warren Buffett Selling Stocks Down Under 10%
- Dealing With The Long-Term Consequences Of Moth-Balling A Business For Months
- Jeffrey Gundlach: A Retest Of The Market Low Is ‘Very Plausible’
- Carl Icahn: The Best Opportunities Ahead Are In Graham And Dodd Type Stocks
- Making Sense Of FWONK’s/FWONA’s Latest Transactions
- Finding Good Companies That Are Available For Sale
- (Ep.64) The Acquirers Podcast: Brent Beshore – Baby Buffett, How Permanent Equity Is Building The Next Berkshire
- This Week’s Best Investing Articles, Research, Podcasts 4/24/2020
- Self Organized Criticality And How It Applies To Markets
- Stock In Focus – TAM Stock Screener – Saga Communications, Inc. (NASDAQ: SGA)
- TAM Stock Screener – Stocks Appearing In Greenblatt, Pzena, Price Portfolios
- Ian Cassel: 7 Lessons For Surviving As An Investor
- Chris Cole: The Law Of Cosmic Duality In Investing