Here is a list of the last 2000 value investing archives on The Acquirer’s Multiple:
- Introducing Acquirers Funds®
- Warren Buffett: The Secrets To Our Success
- Jeremy Grantham: The Market Is A Coincident Indicator of Comfort
- Ray Dalio – Top 10 Holdings – Latest 13F
- VALUE: After Hours (S05 E34): New Constructs’ David Trainer on Forensic Accounting, ML/AI and (1+ r)^n
- Mastercard Inc (MA) DCF Valuation: Is The Stock Undervalued?
- 10 Big-Name Stocks Near 52-Week Lows: Are They A Buy?
- Large-Cap Stocks In Trouble: Here Are The 10 Worst Performers Over The Past 12 Months
- Part 3: 10 Of The Best Stock Market Investing Books Of All Time (2023)
- Why The Home Depot Inc (HD) Stock Is A Buy? Acquirer’s Multiple Stock Screener Analysis
- This Week’s Best Value Investing News, Podcasts, Interviews (9/22/2023)
- Warren Buffett: The 2 Yardsticks For Judging Great Management
- Stanley Druckenmiller: “I’m Not Sure I’ve Ever Made Money On Shorts”
- This Acquirers Multiple Stock Is Undervalued, According to Greenblatt, Dalio, And Simons
- Michael Burry: How To Build A Portfolio That Can Withstand Any Shock
- Warren Buffett: How To Use Mathematical Laws To Make Better Stock Market Decisions
- The One Stock That Superinvestors Are Dumping: Is It Time to Sell?
- Steven Romick: Considering What Can Go Wrong: A Value Investor’s Perspective
- Tom Gayner: GAAP Accounting: A Map That Can Lead You Astray
- Aswath Damodaran: Warren Buffett’s Biggest Mistake: Not Investing In Technology Earlier
- The Undervalued Stock That Superinvestors Are Loading Up On
- Ray Dalio: The 5-Step Formula For Investing Success
- Mohnish Pabrai: Everyone Needs Someone To Talk To About Their Investments
- Li Lu – Top 10 Holdings – Latest 13F
- eBay Inc (EBAY) DCF Valuation: Is The Stock Undervalued?
- 10 Big-Name Stocks Near 52-Week Lows: Are They A Buy?
- Mega-Cap Stocks In Trouble: Here Are The 10 Worst Performers Over The Past 12 Months
- Part 2: 10 Of The Best Stock Market Investing Books Of All Time (2023)
- Why Meta Platforms Inc Stock Is A Buy? Acquirer’s Multiple Stock Screener Analysis
- Value Studies Outperform Value Gurus: A Study of the Long-Term Returns
- This Week’s Best Value Investing News, Podcasts, Interviews (9/15/2023)
- Ray Dalio: 3 Lessons On Making Money In The Stock Market
- Jeremy Grantham: The Worst Mistake That The Average Investor Makes
- This Acquirers Multiple Stock Is Undervalued, According To Burry, Simons, And Ainslie
- The Drivers Of Stock Market Returns Over The Last 10 Years
- Joel Greenblatt: Why It’s Easier For Smaller Investors To Achieve Superior Investment Returns, According To Warren Buffett
- Howard Marks: How To Beat The Market With Alpha: A Guide For Investors
- The One Stock That Superinvestors Are Dumping: Is It Time to Sell?
- The Munger Approach To Selling Stocks & Marriage
- Warren Buffett: Why We Focus On ‘Moat-Widening’ Instead Of Short-Term Profits
- Michael Burry: How To Invest Like Michael Burry
- The Undervalued Stock That Superinvestors Are Loading Up On
- Only 1 Tech Stock From The 1999 Dotcom Bubble Beat The Market By 2007
- Guy Spier: Warren Buffett On Does Investing Get Easier Over Time?
- Bill Ackman: The Simple Formula For Investing in Great Businesses
- Michael Burry – Top 10 Holdings – Latest 13F
- VALUE: After Hours (S05 E33): Long-Run Return to Price to Cash Flow Portfolios, Boats and Maintenance
- Coca-Cola Co (KO) DCF Valuation: Is The Stock Undervalued?
- 10 Big-Name Stocks Near 52-Week Lows: Are They A Buy?
- Mega-Cap Stocks In Trouble: Here Are The 10 Worst Performers Over The Past 12 Months
- 10 Of The Best Value Investing Books Of All Time To Help You Beat the Market
- Why Alphabet Stock Is A Buy? Acquirer’s Multiple Stock Screener Analysis
- This Week’s Best Value Investing News, Podcasts, Interviews (9/8/2023)
- The Power of Darwin Facts: How to Challenge Your Beliefs
- Warren Buffett: “You Don’t Get Paid for Activity, You Only Get Paid for Being Right!”
- Aswath Damodaran: The Hard Truth About Active Investing & What You Need To Know To Be Successful
- This Acquirers Multiple Stock Is Undervalued, According to Marks, Simons, and Greenblatt
- Why You Should Be Short-Term Bearish And Long-Term Bullish
- Guy Spier: Warren Buffett Would Rather Read 10-Ks Than Marcel Proust
- Jeremy Grantham: How We Made Money Despite The S&P Being Down 50%
- The One Stock That Superinvestors Are Dumping: Is It Time to Sell?
- How Much of the Magnificent Seven Should You Own?
- Warren Buffett: Why CEOs Who Quadruple Earnings May Not Deserve Praise
- Howard Marks: Fragile Markets Are A Good Time To Invest
- The Undervalued Stock That Superinvestors Are Loading Up On
- Joel Greenblatt’s Value Returns and Metrics
- Michael Burry: The Difference Between Gained And Lost Dollars: Minimizing Downside Risk is Key
- Warren Buffett: Why Rationality Wilts In The Face Of The Institutional Imperative
- How to Invest Like Seth Klarman: Learn From His Top 10 Holdings
- VALUE: After Hours (S05 E32): Value Spread, Value Returns, Stock Market All-Time High, Darwin’s Darling
- What Is The Real Value Of Visa Inc (V) Using A Simple DCF
- This Week’s 10 Big Named Companies Near 52 Week Lows
- This Week’s 10 Worst Performing Mega-Cap Stocks Last 12 Months
- Part 1: 10 Of The Best Stock Market Investing Books Of All Time (2023)
- Stock In Focus – TAM Stock Screener – Gulfport Energy Corp (GPOR)
- This Week’s Best Value Investing News, Podcasts, Interviews (9/1/2023)
- Investing Lessons From Unintended Consequences
- Mohnish Pabrai: The Starting Point In Assessing Any Business
- Warren Buffett: Inflation Acts As A “Gigantic Corporate Tapeworm”
- This Acquirers Multiple Stock Appearing In Simons, Greenblatt, Dalio Portfolios
- Value Is Not A Defensive Factor
- Charles Munger: The Cost Cutting Phenomenon
- Warren Buffett: There’s A Good Reason Why We Don’t ‘Talk Up’ Our Investments
- One Stock Superinvestors Are Selling
- Timing Luck In Investment Strategies
- Bill Nygren: Growth In Passive Investing Creates Opportunities For Value Investors
- Joel Greenblatt: Turn Over A Lot Of Rocks To Find The ‘Easy’ Investments
- One Stock Superinvestors Are Buying
- Free Lunch – The Government Has Removed Left Tail Risk
- Li Lu: Do You Have The Insight & Temperament To Be A Great Investor?
- Steven Romick: The Evolution Of A Value Investor
- Warren Buffett – Top 10 Holdings – Latest 13F
- VALUE: After Hours (S05 E31): Corey Hoffstein on Value, Return Stacking, 60/40 Stocks and Bonds
- What Is The Real Value Of Exxon Mobil Corp (XOM) Using A Simple DCF
- This Week’s 10 Big Named Companies Near 52 Week Lows
- This Week’s 10 Worst Performing Mega-Cap Stocks Last 12 Months
- 5 Must Read Books – Bruce Greenwald
- This Week’s Best Value Investing News, Podcasts, Interviews (8/25/2023)
- Stock In Focus – TAM Stock Screener – Stellantis NV (STLA)
- Warren Buffett: Why IPOs Can Be Painful for Investors
- Warren Buffett: A Public Opinion Poll Is No Substitute For Thought
- Howard Marks: How To Take The Market’s Temperature
- This Acquirers Multiple Stock Appearing In Buffett, Dalio, Simons Portfolios
- Timing The Bottom Can’t Be Done
- One Stock Superinvestors Are Selling
- Guy Spier: Listen To Charles Munger When It Comes To Trimming Positions
- Lee Ainslie: How To Incrementally Improve Your Investing Odds
- Factors Influencing The Success And Longevity Of Public Companies
- Charles Munger: Value Investing Will Never Go Out Of Style
- Warren Buffett: Ignore Original Costs When Reviewing Your Portfolio
- One Stock Superinvestors Are Buying
- Michael Burry’s Market Calls
- Jeremy Grantham: Recession Coming & Running Deep Into Next Year
- Mohnish Pabrai: When ‘Never-Sell’ Is The Best Investing Strategy
- VALUE: After Hours (S05 E30): Kyler Hasson on Quality, Value, $AMZN, and Mauboussin’s Whitepaper
- Jeremy Grantham – Top 10 Holdings – Latest 13F
- What Is The Real Value Of Meta Platforms Inc (META) Using A Simple DCF
- This Week’s 10 Big Named Companies Near 52 Week Lows
- This Week’s 10 Worst Performing Mega-Cap Stocks Last 12 Months
- 6 Book Recommendations From Seth Klarman
- This Week’s Best Value Investing News, Podcasts, Interviews (8/18/2023)
- Stock In Focus – TAM Stock Screener – United Parcel Service Inc (UPS)
- Warren Buffett: 15 Of My Favorite Charles Munger Thoughts
- Mohnish Pabrai: How To Never Sell & Sleep Well
- This Acquirers Multiple Stock Appearing In Dalio, Greenblatt, Simons Portfolios
- Bill Nygren: We’re Excited About The Outlook For Value Stocks
- David Einhorn: We’re ‘Worried’ About The Future Of This Market
- One Stock Superinvestors Are Selling
- Charles Munger: Identifying Great Companies Is Easy, But How Much Do You Pay For Them?
- Aswath Damodaran: It’s Better To Be Lucky Than To Be Smart Or Good
- One Stock Superinvestors Are Buying
- Warren Buffett: We Can Tell In The First Sentence Whether An Investment Is Worth Pursuing
- Howard Marks: Great Investors Use Second Level Thinking
- Richard Pzena – Top 10 Holdings – Latest 13F
- What Is The Real Value Of Alphabet Inc (GOOGL) Using A Simple DCF
- This Week’s 10 Big Named Companies Near 52 Week Lows
- This Week’s 10 Worst Performing Mega-Cap Stocks Last 12 Months
- 3 Book Recommendations From Carl Icahn
- This Week’s Best Value Investing News, Podcasts, Interviews (8/11/2023)
- Stock In Focus – TAM Stock Screener – Cal-Maine Foods Inc (CALM)
- Investors Can Buy The Knicks And The Rangers At A Discount
- Warren Buffett: How Berkshire Hathaway Has Adapted Over The Years
- Mohnish Pabrai: One Example Of Why Micro Trumps Macro
- This Acquirers Multiple Stock Appearing In Greenblatt, Dalio, Gayner Portfolios
- Ergodicity In Investing
- David Einhorn: “Animal Spirits” Have Returned To The Anti-Value Pockets Of The Market
- Warren Buffett: Don’t Risk What You Have And Need In Order To Pursue What You Don’t Have And Don’t Need
- One Stock Superinvestors Are Selling
- Investing Alongside John Malone
- Charles Munger: Sometimes ‘Zero’ Is The Right Number Of Security Transactions
- Howard Marks: The Race To The Bottom Is Currently Underway
- One Stock Superinvestors Are Buying
- Why Uber Is A Good Investment
- VALUE: After Hours (S05 E29): Jonathan Boyar on Special Situations, $UBER, $BATRK and Jake on Ergodicity
- Aswath Damodaran: You Have To Keep Investing Simple, But Not Simplistic
- Guy Spier: Take Calculated Risks
- Prem Watsa – Top 10 Holdings – Latest 13F
- What Is The Real Value Of The Home Depot Inc (HD) Using A Simple DCF
- This Week’s 10 Big Named Companies Near 52 Week Lows
- This Week’s 10 Worst Performing Mega-Cap Stocks Last 12 Months
- 8 Book Recommendations By Li Lu
- This Week’s Best Value Investing News, Podcasts, Interviews (8/4/2023)
- Stock In Focus – TAM Stock Screener – AbbVie Inc (ABBV)
- Investing Lessons From Tardigrades
- Prem Watsa: Caveat Emptor! Human Nature Has Not Changed At All Over All These Years
- Michael Burry: How To Find A Catalyst
- This Acquirers Multiple Stock Appearing In Dalio, Greenblatt, Ainslie Portfolios
- Dealing With Selling Too Early
- Warren Buffett: “Big Ideas” Are The Only Way Of Earning 15% Annually
- Dan Loeb: Understanding The Impact Of AI Is Essential To Successful Stock Selection
- One Stock Superinvestors Are Selling
- Where To Find The Best Opportunities Today
- Charles Munger: Sustained Performance Comes From Making A Small Number Of Very Good Investment Decisions
- Rich Pzena: Value Investors Have Had A Very Good Year
- One Stock Superinvestors Are Buying
- Housing Crisis Phenomena
- Warren Buffett: We’d Rather Hold Excess Cash Than Do ‘Dumb’ Deals
- Li Lu: How To Find Great Businesses
- Charles Munger – Top 10 Holdings – Latest 13F
- VALUE: After Hours (S05 E28): Tim Travis On Regional Banks, Financials, Value And The Tardigrade
- What Is The Real Value Of Pfizer Inc (PFE) Using A Simple DCF
- This Week’s 10 Big Named Companies Near 52 Week Lows
- This Week’s 10 Worst Performing Mega-Cap Stocks Last 12 Months
- 8 Book Recommendations By Joel Greenblatt
- This Week’s Best Value Investing News, Podcasts, Interviews (7/28/2023)
- Stock In Focus – TAM Stock Screener – Alphabet Inc (GOOGL)
- Uncertainty And The Precautionary Principle
- Warren Buffett: You Have To Be Prepared To Grab Opportunities When They Come Around
- Ian Cassel: How To Find 10 Baggers, 20 Baggers
- This Acquirers Multiple Stock Appearing In Simons, Greenblatt, Pzena Portfolios
- Value Spread Closes – What It Means
- Michael Burry: Combining Technical Analysis With Value Investing
- Warren Buffett: We Follow Phil Fisher’s Approach To Dividends
- One Stock Superinvestors Are Selling
- When Warren Buffett Saw The Terror Threat
- One Stock Superinvestors Are Buying
- David Einhorn: The Biggest Change To Value Investing Today
- Howard Marks: The Future Is Unusually Murky, Unusually Uncertain
- How To Avoid Blowing Up Your Portfolio
- Charles Munger: The One Enduring Investing Strategy
- Warren Buffett: Emotional Stability Will Always Beat Intelligence In Investing
- Ray Dalio – Top 10 Holdings – Latest 13F
- VALUE: After Hours (S05 E27): Precautionary Principle; Value Spread Closes; Market And Economy Disagree
- This Week’s 10 Big Named Companies Near 52 Week Lows
- This Week’s 10 Worst Performing Mega-Cap Stocks Last 12 Months
- 5 Book Recommendations By David Einhorn
- This Week’s Best Value Investing News, Podcasts, Interviews (7/21/2023)
- Stock In Focus – TAM Stock Screener – Alpha Metallurgical Resources Inc (AMR)
- Nasdaq To Reweight Big Tech Dominance
- Aswath Damodaran: The Biggest Sin In Investing Is Arrogance
- Dan Rasmussen: Investors Win By Betting Against Current Hubris
- This Acquirers Multiple Stock Appearing In Dalio, Greenblatt, Asness Portfolios
- The Intuitive Investor
- Pzena: Today’s Darling Stocks Become Tomorrow’s Value Stocks
- Charlie Munger: It’s Getting Harder To Achieve Outsized Returns
- One Stock Superinvestors Are Selling
- We’re In A Stock-Pickers Market
- Mohnish Pabrai: Focus On No-Brainers
- Seth Klarman: The Market Will Regularly Tell You You’re An Idiot!
- One Stock Superinvestors Are Buying
- Will We See Another ‘Big Short’?
- Warren Buffett: Some Of Our Best Businesses Don’t Grow
- Mario Gabelli: Private Market Value With A Calatyst
- Li Lu – Top 10 Holdings – Latest 13F
- VALUE: After Hours (S05 E26): Seawolf’s Vincent Daniel And Porter Collins On Financials, Energy, Rates
- This Week’s 10 Big Named Companies Near 52 Week Lows
- This Week’s 10 Worst Performing Mega-Cap Stocks Last 12 Months
- 5 Book Recommendations By Jamie Dimon
- This Week’s Best Value Investing News, Podcasts, Interviews (7/14/2023)
- Stock In Focus – TAM Stock Screener – Petroleo Brasileiro SA Petrobras (PBR)
- Small-Caps Ready To Rip
- Bill Miller: How Peter Lynch Helped Me 50x On One Investment
- Seth Klarman: There’s A Scary Notion Today That Risk Is A Good Thing
- This Acquirers Multiple Stock Appearing In Dalio, Greenblatt, Cohen Portfolios
- Zuck vs Musk – Who Would Win In The Octagon?
- Charles Munger: Multitasking Is A Terrible Way To Think
- Bill Nygren: Value Investing Requires Zigging When The Consensus Is Zagging
- One Stock Superinvestors Are Selling
- AI Has The Animal Spirits Going Again
- Howard Marks: 7 Ways To Take The Temperature Of The Market
- Terry Smith: Focus On Fundamentals, Forget Macro
- One Stock Superinvestors Are Buying
- ChatGPT Heading The Same Way As NFTs
- Tom Gayner: Never Be In A Hurry To Sell
- Mohnish Pabrai: Investors Project Present Circumstances To Infinity
- Howard Marks – Top 10 Holdings – Latest 13F
- Puffery: Carlill v Carbolic Smoke Ball Co 1893
- This Week’s 10 Big Named Companies Near 52 Week Lows
- This Week’s 10 Worst Performing Mega-Cap Stocks Last 12 Months
- 11 Book Recommendations By Terry Smith
- This Week’s Best Value Investing News, Podcasts, Interviews (7/7/2023)
- Stock In Focus – TAM Stock Screener – Arch Resources Inc (ARCH)
- Zooming Out On Berkshire Hathaway
- Warren Buffett: Our ‘Clean Sweep’ Approach To Business & Investing
- Charles Bobrinskoy: Value Stocks Are Trading At Very Reasonable Multiples
- This Acquirers Multiple Stock Appearing In Marks, Miller, Cohen Portfolios
- The Fed Is Hurting My Stocks
- Charles Munger: Investing Is Not For Everyone
- Jeremy Grantham: Imagine A World Where You Have 1,000,000 Devices Learning Simultaneously
- One Stock Superinvestors Are Selling
- Warren Buffett’s Superhuman Calculations
- Warren Buffett: The Secret To Keeping Shareholder Turnover Low
- Howard Marks: The Strategies That Have Worked Best Need To Change
- One Stock Superinvestors Are Buying
- Why is Berkshire Hathaway Buying More Oxy?
- Mohnish Pabrai: I Changed My Investment Strategy To Find More 100 Baggers
- Jeremy Grantham: There’s A 70% Chance Of A Market Crash
- Joel Greenblatt – Top 10 Holdings – Latest 13F
- VALUE: After Hours (S05 E25): Half-Year Prediction Update; Small Cap Value; Scale, Buffett And $BRK
- This Week’s 10 Big Named Companies Near 52 Week Lows
- This Week’s 10 Worst Performing Mega-Cap Stocks Last 12 Months
- 10 Book Recommendations By Michael Burry
- This Week’s Best Value Investing News, Podcasts, Interviews (6/30/2023)
- Stock In Focus – TAM Stock Screener – Southwestern Energy Co (SWN)
- Investing Lessons From Earthworms
- Guy Spier: The Power Of Doing Nothing
- Seth Klarman: Forget The Definitions Of Growth Stocks & Value Stocks
- This Acquirers Multiple Stock Appearing In Simons, Cohen, Ainslie Portfolios
- Warren Buffett – Taking The Dagger Off The Steering Wheel
- Bill Nygren: Today Is A Great Time To Be A Traditional Value Investor
- Seth Klarman: Investors Should Focus On The Most Inefficient Pockets In The World
- One Stock Superinvestors Are Selling
- What Makes Modern Day Conglomerates Great!
- Aswath Damodaran: How Stock Valuation Has Changed Over Decades
- Mohnish Pabrai: Great Investors Enjoy The Hunt
- One Stock Superinvestors Are Buying
- Becoming A Serial Acquirer Like Berkshire & Constellation
- Howard Marks: The 1 Question Investors Should Ask Regarding A Possible Investment
- David Einhorn: What Should Investors Do When They’re ‘On Tilt’?
- Terry Smith – Top 10 Holdings – Latest 13F
- VALUE: After Hours (S05 E24): Mark Valdez On Mergers And Acquisitions, Search Funds And Venture Capital
- This Week’s 10 Big Named Companies Near 52 Week Lows
- This Week’s 10 Worst Performing Mega-Cap Stocks Last 12 Months
- 9 Book Recommendations From Bill Ackman
- This Week’s Best Value Investing News, Podcasts, Interviews (6/23/2023)
- Stock In Focus – TAM Stock Screener – Gulfport Energy Corp (GPOR)
- Investing Lessons From Trees
- GMO: U.S “Deep Value” Stocks (Cheapest 20%) Are Super Cheap
- Howard Marks: The Years Ahead Won’t Be Easy For Investors
- This Acquirers Multiple Stock Appearing In Dalio, Simons, Greenblatt Portfolios
- Find Companies With Growth & Survival Qualities
- Jeremy Grantham: How The Changing Face Of American Capitalism Has Impacted Investors
- Joel Greenblatt: How To Find The Best Capital Allocators
- One Stock Superinvestors Are Selling
- Finding Picasso-Type Situations
- Jeffrey Gundlach: Bonds Have 4 Times The Payout Of The Stock Market Right Now
- Aswath Damodaran: How Many Stocks Should You Have In Your Portfolio?
- One Stock Superinvestors Are Buying
- The Lightning-In-A-Bottle Portfolio
- Mohnish Pabrai: Dealing With A Stock Price That Has Dropped Severely
- Howard Marks: The Cardinal Sin Of Investing
- Seth Klarman – Top 10 Holdings – Latest 13F
- VALUE: After Hours (S05 E23): Ian Cassel On Small & MicroCap Growth And Value, How He Finds Stocks
- This Week’s 10 Big Named Companies Near 52 Week Lows
- This Week’s 10 Worst Performing Mega-Cap Stocks Last 12 Months
- 6 Book Recommendations From Howard Marks
- This Week’s Best Value Investing News, Podcasts, Interviews (6/16/2023)
- Stock In Focus – TAM Stock Screener – Equinor ASA (EQNR)
- AI Closes The Gap Between Large And Small Businesses
- Warren Buffett: We’re Not Interested In Spinning-Off Our Companies
- Bill Ackman: The One Trend That Most Investors Are Missing
- This Acquirers Multiple Stock Appearing In Marks, Simons, Greenblatt Portfolios
- This Is A Value Investing Market
- Joel Greenblatt: Your Stock Will Go Down After You Buy It
- Warren Buffett: The Trick Is Not To Pick The Right Company
- One Stock Superinvestors Are Selling
- Investing Lessons From Earthquakes
- Jim Rogers: Two Things You Can Do To Survive The Looming Bear Market
- Bill Nygren: There’s An ‘Unusual’ Value Opportunity In Banks Today
- One Stock Superinvestors Are Buying
- Can AI Help Geologists Find Gold?
- Mohnish Pabrai: The Time I Met Michael Burry
- Howard Marks: Investing Success Doesn’t Consist Of Buying Good Things, But Buying Things Well
- Bill Ackman – Top 10 Holdings – Latest 13F
- VALUE: After Hours (S05 E22): Tavi Costa On Commodities And Precious Metals, Energy, China, And Value
- This Week’s 10 Big Named Companies Near 52 Week Lows
- This Week’s 10 Worst Performing Mega-Cap Stocks Last 12 Months
- 5 Book Recommendations From Mohnish Pabrai
- This Week’s Best Value Investing News, Podcasts, Interviews (6/9/2023)
- Stock In Focus – TAM Stock Screener – Alpha Metallurgical Resources Inc (AMR)
- 5 Stocks Are Driving The Entire Market
- Warren Buffett: I Should Have Bought Coca-Cola 50 Years Earlier
- Stanley Druckenmiller: AI Has Dominated My Long Portfolio For 5-6 Months
- This Acquirers Multiple Stock Appearing In Dalio, Gayner, Greenblatt Portfolios
- Warren Buffett’s Greatest Attribute – Disciplined Rationality
- Howard Marks: Will AI Replace Human Investors?
- Warren Buffett: Declining Prices For Businesses Benefit Us
- One Stock Superinvestors Are Selling
- Factor Timing Is Very Very Difficult
- Cliff Asness: No-One Would Call Warren Buffett A Quant
- GMO: Investors Should Consider Shorting Junk Stocks
- One Stock Superinvestors Are Buying
- What Impact Will AI Have On Investing?
- Mohnish Pabrai: Another Valuable Lesson I Learned From Warren And Charlie
- Howard Marks: There’s Only One Way To Forecast
- Michael Burry – Top 10 Holdings – Latest 13F
- VALUE: After Hours (S05 E21): Justin Carbonneau And Jack Forehand On What Factors Work In The Market
- This Week’s 10 Big Named Companies Near 52 Week Lows
- This Week’s 10 Worst Performing Mega-Cap Stocks Last 12 Months
- 5 Book Recommendations From Ray Dalio
- This Week’s Best Value Investing News, Podcasts, Interviews (6/2/2023)
- Stock In Focus – TAM Stock Screener – Synchrony Financial (SYF)
- The Past Prosperity of Profit Margins
- Guy Spier: Warren Buffett’s Instincts Keep Him Out Of Trouble
- Cliff Asness: Equities Are A Scary Place For Investors
- This Acquirers Multiple Stock Appearing In Buffett, Burry, Pzena Portfolios
- Here’s Why Japan Provides Great Value Options
- Terry Smith: One Of The Biggest Problems With Bank Stocks Is Systemic Risk
- Tom Gayner: What Discount Rate To Use On Potential Investments
- One Stock Superinvestors Are Selling
- Laptop Warriors Changed The U.S Housing Market
- Warren Buffett: My Strategy For Investing In Banks
- Aswath Damodaran: The Bermuda Triangle Of Valuation
- One Stock Superinvestors Are Buying
- Value Investing Keeps You In Your Lane
- Dan Loeb: Preserve Liquidity To Take Advantage Of Markets When They ‘Break’
- Mohnish Pabrai: Warren Buffett’s 12 Truly Great Decisions
- Jeremy Grantham – Top 10 Holdings – Latest 13F
- VALUE: After Hours (S05 E20): Jeff Weniger On Value v Growth, Housing, And The 70s Stock Market Crashes
- Stock In Focus – TAM Stock Screener – PBF Energy Inc (PBF)
- The $30 Billion Stock No-One Knows
- This Acquirers Multiple Stock Appearing In Greenblatt, Simons, Singer Portfolios
- New Technology – From Fire To AI
- One Stock Superinvestors Are Selling
- What Happens To You Physically During A Market Crash
- Warren Buffett Buys Wonderful Companies Cheap
- One Stock Superinvestors Are Buying
- Warren Buffett – Top 10 Holdings – Latest 13F
- VALUE: After Hours (S05 E19): John Rotonti On The $30 Billion Stock No-One Knows, Berkshire And Buffett
- This Week’s 10 Big Named Companies Near 52 Week Lows
- This Week’s 10 Worst Performing Mega-Cap Stocks Last 12 Months
- 5 Book Recommendations From Jeremy Grantham
- Stock In Focus – TAM Stock Screener – Alphabet Inc (GOOGL)
- This Week’s Best Value Investing News, Podcasts, Interviews (5/19/2023)
- Generating Alpha With Asymmetry
- Warren Buffett: Beware The Economic Illiterate And Silver-Tongued Demagogues
- John Rogers: How Many Stocks Should You Own? – The Sweet Spot
- This Acquirers Multiple Stock Appearing In Simons, Dalio, Greenblatt Portfolios
- Oil/Inflation/USD-Clash of the Titans – Fed vs OPEC+
- Mohnish Pabrai: You Must Be A Continuous Learning Machine
- Aswath Damodaran: Investors Should Hang-Out With People That Disagree With Them
- One Stock Superinvestors Are Selling
- Millions Will Lose Jobs
- Prem Watsa: The Best Investment Strategy Is Always The Same
- Paul Tudor Jones: Really Good Chance Of Recession In Q3
- One Stock Superinvestors Are Buying
- Warren Buffett Prefers Preferred Stock
- Stanley Druckenmiller: We Will Have Unbelievable Opportunities In The Next Coupla Years
- Sam Zell: Property Investors Treated Property Like Jack And The Beanstalk
- Prem Watsa – Top 10 Holdings – Latest 13F
- VALUE: After Hours (S05 E18): Michael Kao, Urban Kaoboy; Alpha With Asymmetry; Capital Structure Arb
- This Week’s 10 Big Named Companies Near 52 Week Lows
- This Week’s 10 Worst Performing Mega-Cap Stocks Last 12 Months
- 5 Book Recommendations From Warren Buffett
- This Week’s Best Value Investing News, Podcasts, Interviews (5/12/2023)
- Stock In Focus – TAM Stock Screener – Valero Energy Corp (VLO)
- Diversify Your Holdings Using The Weird Portfolio
- Mario Gabelli: Buy Stocks Like Warren Buffett
- Charles Munger: Some Investors Can’t Tell Their Best Ideas From Their Worst
- Is It Wise To Take On Carl Icahn?
- Jeremy Grantham: The 3 Areas To Own In U.S Equities Includes Deep Value
- Cliff Asness – International Diversification—Still Not Crazy after All These Years
- One Stock Superinvestors Are Selling
- The Gambler Who Cracked the Horse-Racing Code
- Warren Buffett: There’s Been A Big Increase In Number Of People Doing Dumb Things
- Stanley Druckenmiller: Fiscal Recklessness Of The Last Decade Like Watching A Horror Movie
- One Stock Superinvestors Are Buying
- Warren Buffett’s Never-Sell Strategy
- Warren Buffett: Social Media Can Screw Up You Life In 30 Seconds
- Mohnish Pabrai: Successful Investing Requires You Not To Touch It
- Li Lu – Top 10 Holdings – Latest 13F
- VALUE: After Hours (S05 E17): Value Stock Geek On Deep Value, Hindenburg On Icahn, Regional Bank Canary
- This Week’s 10 Big Named Companies Near 52 Week Lows
- This Week’s 10 Worst Performing Mega-Cap Stocks Last 12 Months
- 5 Book Recommendations From Charles Munger
- Stock In Focus – TAM Stock Screener – Meta Platforms Inc (META)
- This Week’s Best Value Investing News, Podcasts, Interviews (5/5/2023)
- Yield Curve Recession Indicator Has Correctly Picked 8 For 8
- This Acquirers Multiple Stock Appearing In Asness, Cohen, Greenblatt Portfolios
- Todd Combs: 99% Of My Analysis With Warren Buffett Is Qualitative
- This Acquirers Multiple Stock Appearing In Dalio, Pzena, Watsa Portfolios
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- This Week’s Best Value Investing News, Podcasts, Interviews (11/25/2022)
- The Diverse Nature Of Berkshire’s Stock Picks
- This Acquirers Multiple Stock Appearing In Simons, Cohen, Greenblatt Portfolios
- Vitaliy Katsenelson: This Is The Time To Get Excited If You’re A Value Investor
- Rob Arnott: Value Is Now Ahead Of Growth Decade-To-Date
- Investing Lessons From Formula 1
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- Dwight Anderson: What Made Julian Robertson A Truly Great Investor
- Howard Marks: What Matters Most? Asymmetry
- Fortune Favors The Brave
- One Stock Superinvestors Are Buying
- Jim Chanos: Enron & FTX Shared The Same ‘Black Box’ Characteristics
- Bill Nygren: Investors Must Take Larger Positions To Have Maximum Impact On Their Portfolios
- Todd Combs on Buffett & Munger
- Warren Buffett: What To Consider When Investing In Companies Outside The U.S
- Michael Burry – Top 10 Holdings – Latest 13F
- Eugene Fama: Investing In The U.S Has Less Risk Than Investing Internationally
- VALUE: After Hours (S04 E41): Fortune Favors the Brave, Asteroid Mining, Tech Layoffs + GOOG Activism
- This Week’s 10 Big Named Companies Near 52 Week Lows
- This Week’s 10 Worst Performing Mega-Cap Stocks Last 12 Months
- This Week’s Best Value Investing News, Podcasts, Interviews (11/18/2022)
- Stock In Focus – TAM Stock Screener – Alphabet Inc (GOOGL)
- What To Do When The Big Flush Comes
- This Acquirers Multiple Stock Appearing In Dalio, Greenblatt, Simons Portfolios
- Li Lu: Investors Who Figure Out Their Own Style, And Stick To It, Will Have A Big Advantage
- Bruce Flatt: Price And Value Are Rarely The Same; This Often Creates Opportunity
- Small Quality Value Crushing It
- Charles Ellis: The Biggest Change In 60 Years Of Investing
- Charles Munger: Investing Firms Have Had Their Reputations Destroyed By Crypto
- One Stock Superinvestors Are Selling
- What The Buffett Indicator Is Telling Us
- One Stock Superinvestors Are Buying
- Ray Dalio: Investors Need To Look At Returns Relative To Inflation
- Charles Munger: A Good Business, But Not A Fabulous Business, Tends To Fall Into Two Categories
- Growth Investing In Value Industries
- Rich Pzena – Top 10 Holdings – Latest 13F
- Bill Ackman: In This Market Investors Should Focus On Super-Durable Growth Companies
- François Rochon: Write Down Your 3 Biggest Mistakes Every Year
- VALUE: After Hours (S04 E40): The Buffett Indicator, Small Quality Value, Risk and Crashes
- This Week’s 10 Big Named Companies Near 52 Week Lows
- This Week’s 10 Worst Performing Mega-Cap Stocks Last 12 Months
- Stock In Focus – TAM Stock Screener – Pfizer Inc (PFE)
- This Week’s Best Value Investing News, Podcasts, Interviews (11/11/2022)
- Invest Where The Puck Is Going
- This Acquirers Multiple Stock Appearing In Dalio, Cohen, Simons Portfolios
- Mohnish Pabrai: Most Business Moats Are Created Accidentally
- Charles Munger: The Two Things You Shouldn’t Watch – Sausage Making & Legislation Making
- Biggest Winners In The New Energy Paradigm
- One Stock Superinvestors Are Selling
- Vitaliy Katsenelson: It Will Be Much More Rewarding To Be A Value Investor As Common Sense Comes Back To Markets
- Ian Cassel: Don’t Worry About Illiquidity, Worry About Being Right!
- Here’s Why Tesla’s Margins Don’t Make Sense
- One Stock Superinvestors Are Buying
- Michael Mauboussin: How To Build Your Investment Process
- Tweedy Browne: Non-US Stocks Priced For Armageddon
- The Big Contrarian Energy Trade
- Elliott Management: Current Market Extremes Worse Than The Post-WWII Period
- Carl Icahn: Corporate America Only Has Itself To Blame
- Ray Dalio – Top 10 Holdings – Latest 13F
- Acquirers Podcast: Vincent Daniel and Porter Collins from Seawolf on Energy, Inflation and the Fed
- This Week’s 10 Big Named Companies Near 52 Week Lows
- This Week’s 10 Worst Performing Mega-Cap Stocks Last 12 Months
- Stock In Focus – TAM Stock Screener – Procter & Gamble Co (PG)
- This Week’s Best Value Investing News, Podcasts, Interviews (11/4/2022)
- A Pace Layer Approach To Investing
- First Eagle: Generational Buying Opportunities Ahead
- Morgan Housel: Most Of Your Investing Success Will Come From A Small Fraction Of Your Investments
- This Acquirers Multiple Stock Appearing In Klarman, Dalio, Watsa Portfolios
- Pick A Stock Or Credit To ‘Lose’ The Most In The Next 12 Months
- Vitaliy Katsenelson: Prudent Investing Means Sometimes You’re Going To Look Like A Moron
- Polen Capital: 5 ‘Guardrails’ For Finding The Best Opportunities
- One Stock Superinvestors Are Selling
- No Panic But 2022 Daily Declines Only Exceeded By 2008 & 2002
- Warren Buffett: Wonderful Industries Do Not Always Equate To Wonderful Businesses
- Rob Arnott: Your Tolerance For Downside Risk Is Considerably Less Than You Think It Is
- One Stock Superinvestors Are Buying
- Value Investing In The 70s
- Terry Smith – Top 10 Holdings – Latest 13F
- Jim Chanos: There Are Lots Of Businesses Out There With Unsustainable Business Models
- David Einhorn: Value Investing Will Continue To Be A Very Successful Strategy
- VALUE: After Hours (S04 E38): No Panic, Value Investing in the 70s, 10-3 Treasury Inversion, Pace Layers
- 10 Big Named Companies Near 52 Week Lows
- 10 Worst Performing Mega-Cap Stocks Last 12 Months
- Stock In Focus – TAM Stock Screener – Meta Platforms Inc (META)
- This Week’s Best Value Investing News, Podcasts, Interviews (10/28/2022)
- When Is The Market Not Expensive?
- This Acquirers Multiple Stock Appearing In Dalio, Simons, Greenblatt Portfolios
- Daniel Kahneman: Investors Need To Make Peace With Their Losses
- Wally Weitz: Don’t Wait For The Robins
- David Einhorn Positive About The Future Of Value
- Howard Marks: Contrarianism – Leaning Against The Excesses Of Investor Psychology
- Aswath Damodaran: Think Of Investing As Humble Money Versus Arrogant Money
- One Stock Superinvestors Are Selling
- Ten Things That Derail Peter Leyden’s Future
- David Einhorn: These Are ‘Very Strange Times’
- Ken Griffin: You Don’t Want To Own So Many Equities That You’re Forced To Sell At The Bottom
- One Stock Superinvestors Are Buying
- Chuck Akre On Recouping Bear Market Losses
- Warren Buffett: You Don’t Always Need A Large Margin Of Safety
- Stanley Druckenmiller: We’ve Become Complacent About What ‘Long-Term’ Means
- Prem Watsa – Top 10 Holdings – Latest 13F
- VALUE: After Hours (S04 E37): Cathie Wood and Charles Akre, Ten Things That Derail Peter Leyden’s Future
- 10 Big Named Companies Near 52 Week Lows
- 10 Worst Performing Mega-Cap Stocks Last 12 Months
- Stock In Focus – TAM Stock Screener – Alphabet Inc (GOOGL)
- This Week’s Best Value Investing News, Podcasts, Interviews (10/21/2022)
- Peter Leyden – The Next Big Long Tech Boom
- This Acquirers Multiple Stock Appearing In Simons, Pzena, Gabelli Portfolios
- Dan Loeb: What The Smartest Man In America Told Me
- Ian Cassel: The Hardest Part About Dealing With Drawdowns
- Why Has The EV/EBIT Spread Blown Out?
- One Stock Superinvestors Are Selling
- Adam Smith: Constant Growth Cannot Continue Ad Infinitum
- Warren Buffett: How To Determine If Someone Is A Great Capital Allocator
- The Reason Analysts Systematically Overshoot On Earnings
- One Stock Superinvestors Are Buying
- Mohnish Pabrai: Where To Start Your Company Analysis
- Cathie Wood: Disruptive Innovation Will Be Valued At $210 Trillion By 2030
- Investors Are Extremely Bearish But Still Holding Stocks
- Warren Buffett & Charlie Munger: Why We Still Invest In Capital Intensive Businesses
- Annie Duke: How To Deal With Losing Stocks
- Bruce Berkowitz – Top 10 Holdings – Latest 13F
- VALUE: After Hours (S04 E36): Analysts Predicting Growth, Peter Leyden Futurism, Letter to the Fed
- 10 Big Named Companies Near 52 Week Lows
- 10 Worst Performing Mega-Cap Stocks Last 12 Months
- Stock In Focus – TAM Stock Screener – Verizon Communications Inc (VZ)
- This Week’s Best Value Investing News, Podcasts, Interviews (10/14/2022)
- Finding Cheap Opportunities Today
- This Acquirers Multiple Stock Appearing In Dalio, Singer, Cohen Portfolios
- John Rogers: There Will Always Be Opportunities For Value Investors That Are Left In This Market
- Jim Rogers: Successful Investing Is Extremely Boring
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- One Stock Superinvestors Are Selling
- David Einhorn: Value Investing May Never Come Back
- Paul Tudor Jones: It’s Time To Deploy The Recession Handbook
- An Amazon Retrospective
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- Bill Nygren: This Is A Stock-Pickers Market
- Bill Ackman: The Best Businesses In The World Have Pricing Power
- Your Odds Of Picking Long-Term Growth Companies Are No Better Than A Coin Flip
- GMO: Value Is Poised To Outperform Growth
- Mohnish Pabrai: One More Lesson I Learned While Talking To Charlie Munger
- Charles Munger – Top 10 Holdings – Q3 2022
- VALUE: After Hours (S04 E35): Predicting Growth, Dalio Steps Down, Musk v $TWTR Back On, $AMZN Retrospective
- 10 Big Named Companies Near 52 Week Lows
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- This Week’s Best Value Investing News, Podcasts, Interviews (10/7/2022)
- Chaotic Selling Is The Signal To Buy, Not The Signal To Sell
- This Acquirers Multiple Stock Appearing In Dalio, Greenblatt, Ainslie Portfolios
- GMO: It’s Time For Value Investors To Take A Fresh Look At Quality Growth Companies
- Rob Arnott: Investors Should Consider A Cheap Diversifiers Strategy
- Get Your Man-Overboard Plans Ready Before It’s Too Late
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- Bill Miller: 6 Reasons This Market Is Not Like 2008
- Howard Marks: You Don’t Make Money Buying & Selling, You Make Money By Holding
- Ben Graham Lost Everything Using Margin Leverage
- One Stock Superinvestors Are Buying
- Jim Rogers: Investors Should Be Skeptical & Question Everything
- Mohnish Pabrai: 2 Big Mistakes You Make By Being A Cheapskate
- A Better Definition Of A Bear Market
- Bill Ackman: This Is Another Great ‘Moment’ To Buy Stocks
- Stanley Druckenmiller: “I Will Be Stunned If We Don’t Have A Recession In ’23”
- Howard Marks – Top 10 Holdings – Q2 2022 – New Buys ALVO, CHKEL, TOL, PHM, IBN
- VALUE: After Hours (S04 E34): Build-a-Bear Workshop; The Gini Coefficient; and Graham on Margin
- 10 Big Named Companies Near 52 Week Lows
- 10 Worst Performing Mega-Cap Stocks Last 12 Months
- Stock In Focus – TAM Stock Screener – Meta Platforms Inc (META)
- This Week’s Best Value Investing News, Podcasts, Interviews (9/30/2022)
- Indexing Is Harder Than It Sounds
- This Acquirers Multiple Stock Appearing In Dalio, Pzena, Watsa Portfolios
- Rob Arnott: Investors Should Always ‘Average In’ To What’s Out-Of-Favor And Unloved Now
- Howard Marks: Blanket Advice To Buy Or Sell Isn’t Very Useful
- The Argument Against Concentration
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- Bruce Greenwald: What To Do When No Good Opportunities Exist
- Ray Dalio: Markets Can Always Be Beaten
- Investing Lessons From Vermeer Fakes
- One Stock Superinvestors Are Buying
- Warren Buffett: You Cannot Get Rich With A Weather Vane
- Jeffrey Gundlach: How to Determine Your Risk Tolerance Level
- Comparing The PE Ratios Of The Nifty Fifty Companies With Today
- Tom Russo: How Warren Buffett And Charlie Munger Life Lessons Are Linked To Investing
- Stanley Druckenmiller: I Predicted The 2008 Financial Crisis Thanks To A Lehman Brothers Analyst
- Jim Simons – Top 10 Holdings – Q2 2022 – New Buys MSFT, CVX, BRK.B, SHOP, AXP
- VALUE: After Hours (S04 E33): Equity Duration & Inflation, The Nifty Fifty, and Vermeer Fakes
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- 10 Worst Performing Mega-Cap Stocks Last 12 Months
- Stock In Focus – TAM Stock Screener – Alphabet Inc (GOOGL)
- This Week’s Best Value Investing News, Podcasts, Interviews (9/23/2022)
- We All Make Mistakes We Regret
- This Acquirers Multiple Stock Appearing In Pabrai, Klarman, Dalio Portfolios
- Royce: Finding Opportunities In ‘Fallen Angels’
- Steve Romick: How Value Investing Has Changed Since Graham & Dodd
- A Great Lesson For New Investors
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- Leon Cooperman: My Stock Selection Criteria For This Market
- Howard Marks: The Classic Killer In Investing Is To Borrow Short To Lend Long
- Sometimes The Best Strategy Is To Carpet-Bomb Near The Bottom
- One Stock Superinvestors Are Buying
- Aswath Damodaran: Individual Investors Have A Huge Advantage Over Portfolio Managers
- Tom Russo: The Genius Of Warren Buffett After Buying See’s Candies
- Charlie Munger: I Would Take An Axe To The Financial Sector
- Mohnish Pabrai: Investor Misery Is Driven By The Inability To Do Nothing
- Li Lu – Top 10 Holdings – Q2 2022 – New Buys GOOG, GOOGL
- Why Warren Buffett Is Buying Energy
- 10 Big Named Companies Near 52 Week Lows
- 10 Big Named Companies Near 52 Week Highs
- This Week’s Best Value Investing News, Podcasts, Interviews (9/16/2022)
- Stock In Focus – TAM Stock Screener – Pfizer Inc (PFE)
- Warren Buffett Runs Berkshire Like The Fed Should Be Run
- This Acquirers Multiple Stock Appearing In Dalio, Simons, Singer Portfolios
- Tweedy Browne: Price Matters Again
- Howard Marks: Waiting For The Bottom To Buy Is A Terrible Idea!
- Can Mega-Bears Happen If Everyone Knows It’s About To Happen?
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- Michael Mauboussin: Look For Businesses That Have ‘Option Value’
- Stanley Druckenmiller: The Market Is Going To Be Flat For 10 Years
- Trend Following Keeps You Out Of The Waterfall
- One Stock Superinvestors Are Buying
- Joel Greenblatt: 3 Timeless Investing Principles
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- Tera-Caps and Tech Outperformance
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- Joel Greenblatt – Top 10 Holdings – Q2 2022 – New Buys EXC, IVV, GSPY, PEG, SPY
- VALUE: After Hours (S04 E32): Tera-Caps and Tech Outperformance; The Price of Time;
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- Cliff Asness: If Great Investing Was Easy, Everyone Would Do It, And The Premium Would Go Away
- Mohnish Pabrai: Investors Should Ignore The ‘Mickey Mouse’ Macro Noise
- Small Caps are Due
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- The Top 10 Most Shorted Stocks (S&P500) @ycharts
- Jeffrey Gundlach: There’s One Thing More Powerful Than Fear And Greed
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- Investing Lessons From Through-Hiking
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- Charles Munger: There’s A Lot Of Misery To Be Obtained By Misusing Stocks
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- VALUE: After Hours (S04 E31): Crypto Bankruptcies, Pacific Crest Through-Hiking, Small Caps are Due
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- Josh Wolfe: REdiscovering The Meaning Of Price
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- Vitaliy Katsenelson: Great Value Investing Requires Thoughtful Arrogance
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- Seth Klarman – Top 10 Holdings – Q2 2022 – New Buys WBD, EDU, LSXMK, LSXMA, AMZN
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- 10 Big Named Companies That Have Seriously Outperformed Last 12 Months @Ycharts
- Jim Chanos: Julian Robertson Was The Portfolio Manager’s Portfolio Manager
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- The Amount Of Raw Material That Goes Into An Electric Vehicle
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- Laughing Water Capital: Real Diversification Means Part Of Your Portfolio Will Not Be Working
- This Acquirers Multiple Stock Appearing In Dalio, Grantham, Greenblatt Portfolios
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- Warren Buffett: Berkshire’s ‘Edge’ When It Comes To Making Acquisitions
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- Euclidean Technologies: The Link Between Value’s Outperformance & Inflation
- Seth Klarman: The Wiring We All Have As Humans Can Trip Us Up
- Rich Pzena Top 10 Holdings (Q4 2021) – Latest 13F, Buys CTSH, GE, EIX, AIG, LEA
- VALUE: After Hours (S04 E06): Acquirers Multiple All-Time Spread, $ARKK Blow-up, The Red Queen
- David Gardner: Try Never To Sell
- This Week’s Best Value Investing News (2/11/2022)
- Stock In Focus – TAM Stock Screener – Sibanye Stillwater Ltd (NYSE: SBSW)
- Give Me Optimism, But Not Yet!
- Warren Buffett: During Scary Periods, You Should Never Forget Two Things
- Ray Dalio: The Macro-Investing Template
- This Acquirers Multiple Stock Appearing In Simons, Fisher, Cohen, Portfolios
- Misinformation And Why We Should Stop Reading The ‘News’
- Jeremy Grantham: Stock Price Manipulation
- Rich Pzena: The Danger Of Becoming Anchored In Investing
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- Li Lu’s Amazing Journey
- Josh Wolfe: ‘Buy-The-Dip’ No Longer Works
- Charley Ellis: My 300x Bet In Berkshire Hathaway
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- Value’s Best 50 Days
- Tweedy Browne: Price Is Once Again Starting To Matter In Investing
- Seth Klarman: Investors Must Maintain Their Bearings When Others Are Not
- Ken Fisher Top 10 Holdings (Q4 2021) – Latest 13F, Buys AAPL, AMD, MSFT, INTU, UBER
- VALUE: After Hours (S04 E05): Value Best 50 Days, Misinformation, $QRATE vs $ZM Update
- This Week’s Best Value Investing News (2/4/2022)
- Stock In Focus – TAM Stock Screener – Smith & Wesson Brands Inc (NASDAQ: SWBI)
- Supply Chain Issues Everywhere
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- Mark Leonard: Opportunities In Businesses That Have An “Earned Secret”
- This Acquirers Multiple Stock Appearing In Dalio, Greenblatt, Cohen, Portfolios
- Mega Bear Market Coming?
- Bill Nygren: How To Avoid Value Traps
- Joel Greenblatt: The Two Types Of Businesses Investors Should Own
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- The ARKK, Tesla, Bitcoin Correlation
- Jake Taylor: Getting On Base
- David Einhorn: Half A Silly Stock Price Is Not Deep Value
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- Is iPhone The Best Toll Road Ever Created?
- Rob Vinall: Moat vs Execution
- Ruane Cunniff: Mr. Market Has Evolved Into A Much More Formidable Foe
- Paul Tudor Jones Top 10 Holdings – Latest 13F, Buys SPY, VER, JNJ, SCR, KSU
- VALUE: After Hours (S04 E04): Markets in Turmoil! Growth vs Value Sell-offs, Gravity, $NFLX
- Stock In Focus – TAM Stock Screener – Boise Cascade Co (NYSE: BCC)
- Vitaliy Katsenelson: Investors Have To Differentiate Between A Good Company And A Good Stock
- Bill Ackman: Lessons In Asymmetric Hedging
- This Week’s Best Value Investing News (1/28/2022)
- Greenwald on Buffett’s Moats
- Sequoia: Why Long-Term Value Investors Fail
- Wally Weitz: Emperor’s New Clothes Moments Ahead
- This Acquirers Multiple Stock Appearing In Marks, Simons, Cohen, Portfolios
- Lyapunov Time
- Horizon Kinetics: How the Markets Might Distract, or Harm (or help)
- David Poppe: Arguing With Mr. Market
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- Second Derivative Suffering
- David Herro: Volatility Is Not A Proxy For Risk
- Terry Smith: Good Companies Don’t Become Bad Companies
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- Defying Base Rates
- Michael Mauboussin: A Framework To Analyze Any M&A Deal
- Carl Icahn: The Death of Activism
- Chris Bloomstran Top 10 Holdings – Latest 13F, Buys DLTR, VIAC, ALK, BRK.B, HFC
- VALUE: After Hours (S04 E03): Greenwald On Buffett’s Moats, Defying Base Rates, The Lyapunov Window
- Stock In Focus – TAM Stock Screener – Quidel Corporation (NASDAQ: QDEL)
- Jeremy Grantham: Let The Wild Rumpus Begin*
- This Week’s Best Value Investing News (1/21/2022)
- Cytokine Storms
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- Albert Bridge Capital: The Market Will Always Be A Weighing Machine
- Seth Klarman: Speculative Holdings Are Like Roach Motels
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- Guy Spier: Unlearning And Relearning From Warren Buffett
- Ian Cassel: How To Manage The Emotional Side Of Investing
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- Terry Smith – First Order Of Commodity Price Spike Not On Consumer Prices, But On Company Profits
- Bob Robotti: The Revenge Of The Stock-Picker
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- Bruce Greenwald: Moats Are Not That Hard To Calculate
- Pzena: Value Investing Opportunities Don’t Have To Be Optically Cheap Junk
- Bill Ackman Top 10 Holdings – Latest 13F, Buys CMG, HLT, LOW
- VALUE: After Hours (S04 E02): Cytokine Storms, $GOOG Valuation, Buffett on Coke $KO, Vale Lou Simpson
- Howard Marks: The Art Of Selling
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- Stock In Focus – TAM Stock Screener – West Fraser Timber Co. Ltd. (NYSE: WFG)
- E O Wilson – Of Ants and Men
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- Terry Smith: In Investing You Can’t Have Your Cake And Eat It Too
- This Acquirers Multiple Stock Appearing In Grantham, Cohen, Greenblatt Portfolios
- Jeremy Grantham – My Sister’s Pension
- Rob Arnott: The Value Effect Is Alive And Well
- Cliff Asness: AQR Positioned For One Of The Most Robust Recoveries For Factor Investing Since The Tech Bubble Of 1999
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- VALUE: After Hours (S04 E01): Value is the Widowmaker Trade, EO Wilson, Tobacco Stocks for Divvies
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- Jeremy Grantham: Our Children Will Be Talking About This Market In 50 Years Time. Here’s Why…
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- Roger Lowenstein: Liquidity Is A ‘Straw Man’
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- Josh Wolfe: Why Value Investing Is Timeless
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- Merry Christmas & Happy New Year From The Acquirer’s Multiple Team
- John Rogers: 2022 Will Be A Great Year For Value
- This Week’s Best Value Investing News (12/24/2021)
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- Berkshire’s Business Model Without Buffett
- Cliff Asness: Unless Human Nature Has Changed We Will Continue With Our Strategy
- John Malone: Sometimes You Just Need To Get Lucky In Investing
- This Acquirers Multiple Stock Appearing In Grantham, Simons, Gabelli Portfolios
- How To Measure Hard Work In Investing
- Tom Russo: The Benefits Of Selling To Berkshire Hathaway
- Bill Nygren: Low PE Stocks Provide A Very Good Hunting Ground For Long-Term Investors Today
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- Elon Musk – 2017 Time Magazine Prediction
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- AMC Spaces & The Short Squeeze
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- Bill Miller: Most Of The Big Name Stocks Offer Good Value
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- VALUE: After Hours (S03 E48): Holiday Special, Time Person of the Year Indicator, Hard Work, AMC Spaces
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- Rich Pzena: There’s Something Wrong With The Arithmetic In Today’s Valuations
- This Week’s Best Value Investing News (12/17/2021)
- This Is How A Laser Works
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- This Acquirers Multiple Stock Appearing In Dalio, Greenblatt, Tudor-Jones Portfolios
- Market Being Held Up By Just 4 Stocks
- Leon Cooperman: Buy A Combination Of Things That Are Working And Not Working
- Morningstar: ARKK: An Object Lesson in How Not To Invest
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- Daniel Crosby: The Road To Poor Returns Is Paved With Complexity
- Howard Marks: Invest Early, Invest Heavily, And Stay In The Market
- Aswath Damodaran: Mythology Surrounding Great CEOs
- Paul Singer: Investor FOMO Could Lead To Significant And Long Lasting Damage
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- VALUE: After Hours (S03 E47): Value Rises, Growth Falls; Monster Winners; and Lasers
- GMO: Growth Traps Are Worse Than Value Traps
- This Week’s Best Value Investing News (12/10/2021)
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- Bill Miller: One Of The Best Ways To Find Opportunities
- Gavin Baker: Warren Buffett Doesn’t Need To Do Due Diligence
- Why Picking High Growth Winners Is So Hard
- Michael Steinhardt: Develop A Variant Perception
- Chris Mayer: It’s A Bad Idea To Continually Check Your Portfolio
- One Stock Superinvestors Are Selling
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- Charles Munger: Use Patterns Of Noise To Find Hunting Grounds For Value
- Michael Mauboussin: Why Do Smart People Make Dumb Decisions?
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- The Crashless Generation
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- Bruce Greenwald: How To Value Growth
- Joel Greenblatt Top 10 Holdings – Latest 13F, Buys GSPY, SPY, PPL
- VALUE: After Hours (S03 E46): Crashless Generation; Value Spread; Heart Disease, Stress and Cortisol
- James Clear: If You Can’t Think Long-Term In Investing, Here’s Why!
- Roger Lowenstein: Warren Buffett – The Man Who Stripped Wall Street Of Its Mystery
- This Week’s Best Value Investing News (12/03/2021)
- Stock In Focus – TAM Stock Screener – Boise Cascade Co (NYSE: BCC)
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- Jeremy Grantham: Bull Markets Are Like A Water Jet Under a Ping-Pong Ball
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- Shoot First, Ask Questions Later On Buy Decisions
- Joel Greenblatt: How To Think About Position Sizing
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- Morgan Housel: Investing Behavior Is Inborn
- Aswath Damodaran: Growth Investors Have Become Lazy
- Animal Spirits: There Is No Link Between Stock Prices And Fundamentals
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- This Is The Best Time Of Year To Find Opportunities
- James Clear: The Search For Novelty Is The Greatest Threat To Success
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- VALUE: After Hours (S03 E45): 100th Episode Special – The Value / Growth Reversal, Munger’s Mental Models, $VIX
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- Edward Chancellor: When Investors Continue To Maintain Faith In A ‘New Era’ Of The Stock Market
- Rob Arnott: Smart Money Has Gotten Dumb
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- Morgan Housel: Paying The Psychological Price For Higher Returns
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