Here is a list of the last 200 value investing articles on The Acquirer’s Multiple:
- Introducing Acquirers Funds®
- (Ep.11) The Acquirers Podcast: Dan Rasmussen – Private Equity, Replicating PE In Public Markets
- TAM Stock Screener – Stocks Appearing in Dalio, Greenblatt, Cohen Portfolios
- This Week’s Best Investing Reads 5/17/2019
- Graham & Doddsville Spring 2019 Newsletter
- Howard Marks: Top 10 Holdings Q12019
- Value Investing Will Turn Around But No-One Can Say When
- Charlie Munger: I’m Ashamed On Missing Out On Google and, Beware of IPO Unicorns
- How Do You Generate A Performance Record Better Than Mohnish Pabrai
- The Time When Your Strategy Is Really About To Start Working Is Right At The Time You’re Going To Fold Your Hand
- (Ep.10) The Acquirers Podcast: Justin Carbonneau – Guru Stocks, How To Replicate The Strategies Of Value Gurus
- TAM Stock Screener – Stocks Appearing in Greenblatt, Burry, Simons Portfolios
- This Week’s Best Investing Reads 5/10/2019
- Joel Greenblatt: Q42018 Top 10 Holdings
- Breadth And Risk Appetites Provide Investors With Great Timing Tools
- Walter Schloss: When You Find Great Stocks, Keep Them A Secret
- There’s A Philosophical Problem With Passive Investing That A Lot Of Investors Don’t Appreciate
- The Most Important Thing For Investors To Focus On Right Now Is Not Earnings – It’s Margins
- (Ep.9) The Acquirers Podcast: Jesse Felder – Bear Sh*tting, The Hidden Risks For U.S Equities
- TAM Stock Screener – Stocks Appearing in Marks, Greenblatt, Cohen Portfolios
- This Week’s Best Investing Reads 5/3/2019
- Tweedy Browne Co LLC – Top 10 Holdings
- Why Is It So Difficult For Companies To Adopt A Value Investing Strategy
- Warren Buffett: Sometimes Buying A Basket Of Stocks In An Industry Is Better Than Picking Individual Stocks
- What Are The Steps Investors Can Take To Discover A Company’s Hidden Assets
- Hidden Assets: Just How Did Disney Unlock $17 Billion+ From A $4 Billion Acquisition Of Marvel?
- (Ep.8) The Acquirer’s Podcast: Joseph Calandro Jr – Hidden Assets, M&A Dealmaking: Disney And Marvel’s Movies
- TAM Stock Screener – Stocks Appearing in Marks, Griffin, Simons Portfolios
- This Week’s Best Investing Reads 4/26/2019
- Rich Pzena – Top 10 Holdings
- Why Buying Options Is A Very Difficult Investment To Manage
- Charlie Munger: Focus Investing – One Way To Beat The Market
- Why ‘Covered Calls’ Are A Great Strategy For Enhancing Yield
- How ‘Cash Secured Puts’ Can Provide Investors With Downside Price Protection
- (Ep.7) The Acquirer’s Podcast: Tim Travis – True Value, Value In Options And Insurance
- TAM Stock Screener – Stocks Appearing in Greenblatt, Simons, Griffin Portfolios
- Bruce Berkowitz – Top 10 Holdings
- This Week’s Best Investing Reads 4/19/2019
- Investors Need A Set Of Written Rules To Follow – Dumb Rules Are Better Than No Rules
- Prem Watsa: Shorting Cost Us $2 Billion and Why Value Investing Is So Tough
- Value portfolios formed on P/CF are underperforming glamour by the widest margin *EVER* going back to 1951 — 59%
- Warren Buffett: You Don’t Want To Buy Stock In The Company That Has To Do Everything Right
- In Investing You Don’t Need To Be Perfect, You Just Need To Be Good Enough
- In Investing Knowing What Not To Do And Not Doing It Are Two Separate Things
- (Ep.6) The Acquirers Podcast: Michael Batnick of Ritholz Wealth Management – Big Mistakes, The Best Investors And Their Worst Trades
- Charles Munger – Top 10 Holdings Q12019
- This Week’s Best Investing Reads 4/12/2019
- TAM Stock Screener – Stocks Appearing in Dalio, Burry, Greenblatt Portfolios
- Investors Can Use Consumer Satisfaction Surveys To Capture Alpha
- 16 Of The Best Books On The History of Finance & Investing
- Investors Can Extrapolate The Premium Provided By An Equal Weight Portfolio Versus Market Cap
- How Can Investors Use ‘Reverse Market Cap’ To Generate Excess Returns
- (Ep.5) The Acquirers Podcast: Phil Bak of Exponential ETFs – How Reverse Cap Beats The Market (Cap)
- James Montier: Why Does Everyone Hate MMT?
- TAM Stock Screener – Stocks Appearing in Soros, Dalio, Simons Portfolios
- This Week’s Best Investing Reads 4/5/2019
- Warren Buffett – Top 10 Holdings Q42018
- Herding In Investing Significantly Impairs An Investor’s Ability To Generate Market Beating Returns
- Smart Investors Use Put and Call Options To Hedge Stock Positions Before An Earnings Call
- Michael Mauboussin – You’ve Bought A Stock, It Goes Down – Are You Still Right Or Are You Wrong?
- How To Find Contrarian Stocks That Generate Outsized Returns
- (Ep.4) The Acquirers Podcast: Mark Jones of Pragmatic Capital – How To Find Contrarian Stocks
- George Soros – Top 10 Holdings Q42018
- This Week’s Best Investing Reads 3/29/2019
- TAM Stock Screener – Stocks Appearing in Greenblatt, Dalio, Griffin Portfolios
- In Investing The Counter To Fooled By Randomness Is Fooled By Narrative
- Seth Klarman – Unsuccessful Investors Are Dominated By Emotion
- How And When You Rebalance Your Portfolio Can Significantly Impact Performance
- When There’s No Pain, There’s No Premium In Investing
- The Acquirers Podcast Episode 3: Corey Hoffstein of Newfound Research – No Pain. No Premium
- This Week’s Best Investing Reads 3/22/2019
- Prem Watsa – Top 10 Holdings Q42018
- TAM Stock Screener – Stocks Appearing in Greenblatt, Pzena, Griffin Portfolios
- Why Has Value Investing Underperformed?
- 11 Of The Best Books On Stock & Business Valuation
- Dispersion In Investing – The Gap Between The Best and Worst Stocks Is Closing
- How To Identify Great Capital Allocators
- Jake Taylor of Farnam Street on The Acquirers Podcast Episode 2: Charlie Munger and The Rebel Allocator
- This Week’s Best Investing Reads 3/15/2019
- When Good Ideas In Investing Become Dominant They Become Destabilizing
- Carl Icahn – Top 10 Holdings Q42018
- TAM Stock Screener – Stocks Appearing in Dalio, Rogers, Greenblatt Portfolios
- As Markets Become More Passive, Volatility Amplifies, And Markets Become More Unstable
- John Rogers: ‘Cheap Orphan’ Stocks Appear During High Volatility Markets
- Capturing Crisis Alpha – Most Investors Are Not As Diversified As They Think They Are
- Christopher Cole of Artemis on The Acquirers Podcast Episode 1: Volatility and Crisis Alpha
- Introducing The Acquirers Podcast
- This Week’s Best Investing Reads 3/8/2019
- TAM Stock Screener – Stocks Appearing in Greenblatt, Grantham, O’Shaughnessy Portfolios
- Seth Klarman Protege David Abrams – Top 10 Holdings Q42018
- Aswath Damodaran: Do Not Invest In Companies That Try To Achieve Growth Through Acquisition
- Joel Greenblatt – If You Do Good Valuation Work The Market Will Agree With You Eventually
- Warren Buffett: Stocks – What Else In The World Don’t You Like To Buy Cheaper Than You’re Paying The Day Before?
- This Week’s Best Investing Reads 3/1/2019
- TAM Stock Screener – Stocks Appearing in Pabrai, Watsa, Dalio Portfolios
- Howard Marks: The Greatest Advantage In This Business Is Having Ten-Year Money
- Berkshire Hathaway: 10 Books That Every Investor Should Read
- Seth Klarman – Top 10 Holdings Q42018
- Charles Munger: Here’s Why Investing Is So Much Tougher Today
- This Week’s Best Investing Reads 2/22/2019
- Graham & Doddsville Newsletter – Winter 2019
- TAM Stock Screener – Stocks Appearing in Greenblatt, Burry, Griffin Portfolios
- Michael Mauboussin: 15 Ways To Identify Market Inefficiencies
- Tobias Carlisle – KEYNOTE SPEAKER at Planet MicroCap Showcase 2019
- Michael Burry – Top 10 Holdings Q42018
- Charles Munger: The Most Important Investing Trick I Learnt From My Grandfather
- This Week’s Best Investing Reads 2/15/2019
- TAM Stock Screener – Stocks Appearing in Dalio, Fisher, Greenblatt Portfolios
- Ray Dalio – Top 10 Holdings
- Seth Klarman: The Proper Wiring for a Long-Term Investor
- Warren Buffett: How’s That For A Strategic Plan?
- Charles Munger: EMT – The Stock Market Ain’t Like Physics, It’s Like A Mob At A Football Game
- This Week’s Best Investing Reads 2/8/2019
- TAM Stock Screener – Stocks Appearing in Pabrai, Spier, Greenblatt Portfolios
- Howard Marks: Top 10 Holdings
- James Montier: What’s The Key Lesson Investors Can Learn From Templeton, Soros, Berkowitz and Steinhardt
- 14 Books That Every Investor Should Read: Columbia Business School (Security Analysis Course)
- Charles Munger: Munger’s Rule!
- TAM Stock Screener – Stocks Appearing in Greenblatt, Miller, Ainslie Portfolios
- This Week’s Best Investing Reads 2/1/2019
- Prem Watsa: Top 10 Holdings
- Seth Klarman: How To Increase The Likelihood Of Achieving Sustainable Gains With Limited Downside Risk Over The Long-Run
- Howard Marks: How Can Investors Become Effective Contrarians
- Charles Munger: If Mozart Can’t Get By With This Kind Of Asinine Conduct I Don’t Think You Should Try
- This Week’s Best Investing Reads 1/25/2019
- TAM Stock Screener – Stocks Appearing in Greenblatt, Cohen, Griffin Portfolios
- Jim Simons: Top 10 Holdings
- Warren Buffett: There Is Only Three Ways A Smart Person Can Go Broke
- Peter Lynch: 13 Filters For Finding The Perfect Stock
- Charles Munger: One Filter That’s Very Useful For Investors
- Warren Buffett: Jack Bogle – Thank You On Behalf Of American Investors
- This Week’s Best Investing Reads 1/18/2019
- TAM Stock Screener – Stocks Appearing in Marks, Greenblatt, Grantham Portfolios
- Carl Icahn – Top 10 Holdings
- Stanley Druckenmiller – Bulls Make Money, Bears Make Money, And Pigs Get Slaughtered – I’m Here To Tell You I Was A Pig
- Michael Burry: How Can Investors Get Even After Suffering A Loss
- Charles Munger: Civilized People Don’t Buy Gold
- This Week’s Best Investing Reads 1/11/2019
- TAM Stock Screener – Stocks Appearing in Tepper, Griffin, Grantham Portfolios
- Bill Ackman: Top 10 Holdings
- Steve Romick – Value Investing Has Morphed From The Days Of Graham and Dodd
- Joel Greenblatt – Great Value Investors Need To Be Cold Hearted JellyBean Counters
- Charles Munger – I Frequently Sit In A Room And Converse With Dead People While The People Around Me Are Irritated
- Happy Holidays
- This Week’s Best Investing Reads 12/21/2018
- TAM Stock Screener – Stocks Appearing in Wachenheim, Dalio, Miller Portfolios
- Stanley Druckenmiller: What Characteristics Do You Need To Be A Great Investor
- David Einhorn: Q32018 Top 10 Holdings
- Charles Munger: Investing In Shares Is Much Easier Than Investing In Real Estate, Here’s Why
- Forbes: Contrary To Popular Belief, Value Investing Is Not Dead
- Peter Lynch: 27 Timeless Investing Lessons
- Jeremy Grantham: 4 Books That Every Investor Should Read
- $500 Off Boyar’s Forgotten Forty Report: Special Offer for Acquirers Multiple Readers
- TAM Stock Screener – Stocks Appearing in Greenblatt, Price, Griffin Portfolios
- This Week’s Best Investing Reads 12/14/2018
- Charlie Munger: I Made Four Or Five Hundred Million Dollars From Two Decisions, With Almost No Risk
- Shareholder Activism Is On The Rise: Caution Required
- Aswath Damodaran: The Inverted Yield Curve: Is There A Signal In The Noise?
- Jeremy Grantham: Investing Was So Much Easier 40 Years Ago
- James Montier: How To Protect Yourself From Wall Street’s ‘Self-Serving’ Biases
- George Soros: Q32018 Top 10 Holdings
- Ray Dalio: 20 Books That Every Investor Should Read
- TAM Stock Screener – Stocks Appearing in Greenblatt, Hussman, Fisher Portfolios
- Alexander Roepers: “Is It Time For Value Now?”
- This Week’s Best Investing Reads 12/7/2018
- Daniel Kahneman: The Trouble With Confidence
- Seth Klarman Protege – David Abrams: Q32018 Top 10 Holdings
- Charles Munger: Why Did Ben Graham’s Net Nets Disappear
- Seth Klarman: One Of Society’s Most Vexing Problems Is The Relentlessly Short-Term Orientation That Manifests Itself In Investing
- Bruce Berkowitz: 15 Books That Every Investor Should Read
- This Week’s Best Investing Reads 11/30/2018
- TAM Stock Screener – Stocks Appearing in Tepper, Greenblatt, Dalio Portfolios
- Joel Greenblatt: Q32018 Top 10 Holdings
- Charles Munger: A Parody About The Great Recession
- Howard Marks: Avoiding All Losses Can Render Success Unachievable Almost As Readily As Can The Occurrence Of Too Many Losses
- 20 Of The Best Books On Investor Psychology – All Time
- TAM Stock Screener – Stocks Appearing in Soros, Greenblatt, Dalio Portfolios
- This Week’s Best Investing Reads 11/22/2018
- Aswath Damodaran: The One Thing You Need To Do To More Accurately Value Businesses
- Charles Munger: The Trouble With Economists & Economics
- Seth Klarman: Q32018 Top 10 Holdings
- Michael Burry: Measuring Money Managers By ‘Relative Performance’ Harms Their Ability To Invest Intelligently
- Value Invest New York – December 4th, 2018
- Elon Musk: 8 Books That Every Investor Should Read
- This Week’s Best Investing Reads 11/16/2018
- TAM Stock Screener – Stocks Appearing in Cohen, Greenblatt, Griffin Portfolios
- Warren Buffett: “Berkshire Could Be A Rest Home For Activists”
- David Einhorn: Top 10 Holdings, New Buys, Sold Out Positions
- Stanley Druckenmiller: What Should Investors Do If They’re In A ‘Slump’
- Dan Loeb: We Continue To Invest In The Integration Of Our Fundamental Process And The “Rise of the Machines”
- Nassim Taleb: In Investing The People You Understand Most Easily Are Necessarily The Bull***tters.
- Michael Mauboussin: 12 Books That Every Investor Should Read
- TAM Stock Screener – Stocks Appearing in Cohen, Watsa, Greenblatt Portfolios
- John Paulson: How Investors Can Benefit From Risk Arbitrage Done Correctly
- This Week’s Best Investing Reads 11/09/2018
- Bill Ackman: Top 10 Holdings, New Buys, Sold Out Positions
- Jim Chanos: “Being Short With A Good Short Seller Who’s Producing Nominally Minor Positive Returns In A Bull Market Enables You To Be More Long”
- Howard Marks: Going To Cash Under Almost All Circumstances Is Stupid!
- Charlie Munger: Moral Investing – We Could See It Was Like Putting $100 Million In A Bushel Basket And Setting It On Fire As We Walked Away
- John (Jack) Bogle: 6 Books That Every Investor Should Read