Here is a list of the last 200 value investing articles on The Acquirer’s Multiple:
- Introducing Acquirers Funds®
- Nassim Taleb: Advised Tail Risk Fund Returned 3,600% in March
- One Stock Superinvestors Are Buying (7)
- VALUE: After Hours (S02 E14): Grain-of-Salt Indicator, Restoration Hardware, and Consensus Consensus
- The Bezel: Most Companies Will Use This Turmoil To Re-Base Their Earnings
- Bill Ackman: Top Buys, Top Sells (Q4 2019)
- Bill Ackman: There Are Many Compelling Bargains In The Equity Markets
- Howard Marks: Waiting For The Market Bottom Is Folly
- Value Portfolio Upgrade
- Beware Of Companies With Complicated Accounting Policies
- Daniel Kahneman: COVID-19: It Could Take Several Years, But Ultimately Life Will Go On
- David Tepper: Top 10 Holdings (Q4 2019)
- Blowups In Hedge Fund Hotels
- Quick Ways To Spot Company Frauds Or Manipulations
- James Chanos: The Two Areas Of Fraud That Investors Should Be Wary Of Right Now
- Oaktree: This Shock Will Lead To Further Price Dislocation, Which Should Expand The Number Of Stocks That Enter “Value” Territory
- (Ep.61) The Acquirers Podcast: Stephen Clapham – CSI: Financials, Financial Accounting, And Financial Statement Shenanigans
- Don’t Miss The LIVE Value Hours Podcasts Tuesdays
- Stock In Focus – TAM Stock Screener – FutureFuel Corp. (NYSE: FF)
- TAM Stock Screener – Stocks Appearing In Greenblatt, Marks, Asness Portfolios
- Michael Mauboussin’s Paper – BIN There, Done That
- This Week’s Best Investing Articles, Research, Podcasts 4/3/2020
- Highest Returning Stocks This Week – TAM Stock Screeners
- One Stock Superinvestors Are Buying (6)
- VALUE: After Hours (S02 E13): Mauboussin’s BIN, Liberty Hedge Fund Hotel, and Value Portfolio Upgrade
- Compare Companies Using The ‘Owner Earnings Yield’
- Howard Marks: The Most Important Thing Is To Be Ready To Respond To And Take Advantage Of Declines
- Nassim Taleb: Why Are We Bailing Out Companies That Spent Their Cash And Took On Debt
- David Einhorn: Top Buys, Top Sells (Q4 2019)
- How We Can All Become A Positive Force In Our Local Communities
- Value Companies Using Comparative M&A Deals In Similar Industries
- Jake Taylor: What Is The Intrinsic Value Of Berkshire Hathaway
- Bill Ackman: Top 10 Holdings (Q4 2019)
- The 4 Horsemen of Coronapocalypse
- Value Investing Works Because It’s Painful And Very, Very Difficult
- (Ep.60) The Acquirers Podcast: Tweedy Browne – Long Term, Celebrating The 100-Year Anniversary Of One Of The Most Storied Names In Value
- Stock In Focus – TAM Stock Screener – Matrix Service Co (NASDAQ: MTRX)
- TAM Stock Screener – Stocks Appearing In Greenblatt, Price, Simons Portfolios
- Managing Capital In A Downturn
- This Week’s Best Investing Articles, Research, Podcasts 3/27/2020
- Michael Mauboussin: Stress Shortens Investors Time Horizons
- One Stock Superinvestors Are Buying (5)
- VALUE: After Hours (S02 E12): Deploying Capital, 4 Horsemen of Coronapocalypse and Local Helping
- Recognizing The True Threat Of Coronavirus Before Most
- Seth Klarman: Finding Bargains Amongst The Carnage And Seeking New Capital
- Howard Marks: No One Could Have Predicted This Black Swan But Should Have Been Prepared
- Prem Watsa: Top Buys, Top Sells (Q4 2019)
- What The High Yield Index Tells Us
- The Narrative Machine & Big Compute
- David Einhorn: Top 10 Holdings (Q4 2019)
- The Importance Of Focusing On Antifragile Businesses
- Game Theory For Laymen
- James Montier: Dare To Be Different – Value Stocks In Emerging Markets
- (Ep.59) The Acquirers Podcast: Dr Ben Hunt – Epsilon T, Game Theory, Big Compute, Narratives And Coronavirus
- Stock In Focus – TAM Stock Screener – G Willi-Food International Ltd (NASDAQ: WILC)
- TAM Stock Screener – Stocks Appearing In Greenblatt, Fisher, Simons Portfolios
- Is Coronavirus The Crowbar On The Tracks Of Our Train Of Fragility
- This Week’s Best Investing Articles, Research, Podcasts 3/20/2020
- Dan Rasmussen: Value Investing Outperforms In Times Of Crisis
- The Age Of The Trillion Dollar Company
- VALUE: After Hours (S02 E11): Markets in Turmoil II, Fragility and Antifragility, High Yield Index
- One Stock Superinvestors Are Buying (4)
- Howard Marks: There Is Value Here, But When Do You Pull The Trigger?
- Stanley Druckenmiller: Top Buys, Top Sells (Q4 2019)
- How To Invest In Enterprise Software Startups
- Investing In Airlines And OTAs
- The Seed Investing Framework
- David Abrams: Top 10 Holdings (Q4 2019)
- Use Ben Franklin’s ‘Prudential Algebra Rule’ To Make Better Investment Decisions
- (Ep.58) The Acquirers Podcast: Steady Hands, How The Leaders Of Four SME Businesses Are Weathering The Coronavirus Storm
- Li Lu Hosts Discussion On COVID-19 With Experts From The Front Line In China
- (Ep.57) The Acquirers Podcast: Alex Rubalcava – Seed Stage, From Value Investor To Seed Stage Venture Capitalist In Los Angeles
- Stock In Focus – TAM Stock Screener – Criteo SA (NASDAQ: CRTO)
- TAM Stock Screener – Stocks Appearing In Greenblatt, Dalio, Icahn Portfolios
- Are We Approaching A Golden Decade For Value Investing
- This Week’s Best Investing Articles, Research, Podcasts 3/13/2020
- One Stock Superinvestors Are Buying (3)
- The True Definition of A Net-Net
- VALUE: After Hours (S02 E10): Ben Franklin’s Prudential Algebra, 2000s vs 2010s and Fins and OTAs
- David Abrams: Top Buys, Top Sells (Q4 2019)
- Terry Smith: A Cheap Price Should Be An Investors Second Consideration
- So You Want To Be An Activist Investor
- Josh Wolfe Is On A Line Between Sci-Fi And Sci-Fact
- Nassim Taleb: Why It’s Better To Panic Early
- How To Successfully Invest In Small & Micro Caps
- Joel Greenblatt: Top 10 Holdings (Q4 2019)
- Coronavirus: Markets In Turmoil!
- David Samra: There Will Always Be A Place For Value Investing
- (Ep.56) The Acquirers Podcast: Jeff Gramm – Small Activism, Columbia GBS To Distressed Hedge Funds, And Small/Micro Activism
- Stock In Focus – TAM Stock Screener – Gencor Industries (NASDAQ: GENC)
- TAM Stock Screener – Stocks Appearing In Greenblatt, Gabelli, Cooperman Portfolios
- Cliff Asness (vale) – Never Has a Venial Sin Been Punished So Quickly and Violently!
- This Week’s Best Investing Articles, Research, Podcasts 3/6/2020
- VALUE: After Hours (S02 E09): Markets in Turmoil!, Thinking About The Future, And Venial Value Sins
- One Stock Superinvestors Are Buying (2)
- Peter Kaufman: One Reason Investors May Never Replicate Buffett And Munger
- Bruce Greenwald On One Of The Greatest Value Investors Ever – Glenn Greenberg
- Joel Greenblatt: Top Buys, Top Sells (Q4 2019)
- Howard Marks: Latest Memo – Nobody Knows II, Coronavirus And It’s Impact On Markets
- Why It’s So Difficult For Companies To Maintain Their Economic Moat
- Seth Klarman: Top 10 Holdings (Q4 2019)
- Michael Green’s Thesis On The Risks To The Market From Passive Investing
- Lessons From The $DJCO 2020 Meeting And Its Transition From Publishing To SaaS
- Jim Chanos: Seven Traits To Identify Fraudulent Companies
- (Ep.55) The Acquirers Podcast: Michael Green – Passive Agro, Passive Risks To The Market, Shorting XIV, And What’s A Value Guy To Do?
- TAM Stock Screener – Stocks Appearing In Greenblatt, Pzena, Simons Portfolios
- Howard Marks: Latest Activist Positions
- Why Is Warren Buffett Buying S&P 500 ETF’s
- This Week’s Best Investing Articles, Research, Podcasts 2/28/2020
- One Stock Superinvestors Are Buying (1)
- History Tells Us To ‘Buy Now’ When The S&P 500 Falls More Than 5% In A Two-Day Period, Like It Did Recently
- The Two Big Advantages For The Individual Investor
- VALUE: After Hours (S02 E08): Buffett Buys $SPY, Charlie Munger Dunks on Bill, The $DJCO Experience
- Michael Burry: Top 10 Holdings (Q4 2019)
- Howard Marks: Can You Strap Yourself In For The Long Term Regardless Of What Happens Tomorrow
- How To Avoid Investment Fads, Frauds And Failures
- What Can We Learn From Capital Spectator’s – 700-Year Decline In Interest Rates
- Warren Buffett: Investors Think Stocks Are Different To Other Investments Because They Can Make Decisions Every Second On Stocks
- Michael Burry: Top Buys, Top Sells (Q4 2019)
- Behavioral Biases And How To Overcome Them
- Marathon Asset Management and Capital Account
- BRK 2019 Annual Report – The Power Of Retained Earnings
- (Ep.54) The Acquirers Podcast: Mark Simpson – Danger Man, Avoiding Behavioral Errors, Investor Personality Types And Common Mistakes
- TAM Stock Screener – Stocks Appearing In Greenblatt, Dalio, Simons Portfolios
- This Week’s Best Investing Articles, Research, Podcasts 2/21/2020
- Tom Gayner On Position Sizing And Strategy
- Dan Loeb: Latest Activist Positions
- The Golden Age In Duration
- VALUE: After Hours (S02 E07): Gayner’s Sizing, 700 Year Decline In Rates And Marathon’s Capital Account
- Warren Buffett: Top Buys, Top Sells
- Ray Dalio: The Magic Behind The Holy Grail Of Investing Strategy
- Richard Feynman on Economics – Cargo Cult Science
- Bruce Greenwald’s Theory of Local Scale Advantages
- Howard Marks: One Of The Most Essential Ingredients In Investing Is The Ability To Look Stupid
- Warren Buffett: Top 10 Holdings (Q4 2019)
- Origins Of High Performance Conglomerate Jack Henry $JKHY
- The Anatomy Of A Forecast Error
- Charles Munger: Classical Moats Are Rapidly Disappearing
- (Ep.53) The Acquirers Podcast: Dylan Grice – Pop Delusions – The Golden Age Of Duration, Richard Feynman, Cargo Cults And Anatomy Of A Forecast
- TAM Stock Screener – Stocks Appearing In Greenblatt, Dalio, Tudor Jones Portfolios
- How An Oil Spike Will Pop The Everything Bubble
- This Week’s Best Investing Articles, Research, Podcasts 2/14/2020
- Charles Munger: Daily Journal Annual Meeting 2020: Fish Where The Fish Are, And That’s Not The U.S!
- John Paulson: Top Buys, Top Sells
- Manage Risk By Diversifying Your Diversifiers
- VALUE: After Hours (S02 E06): Greenwald on Local Competition, Oil Pops the Bubble, Jack Henry JKHY
- Rich Pzena: Top 10 Holdings
- Joel Greenblatt: Why Does A Company’s Stock Price Fluctuate So Wildly
- Value Investing Indices Are Not All Created Equally
- Lessons From Fundsmith’s Shareholder Letters
- Carl Icahn: Latest Activist Positions 13D/G Filings
- The Agnostic’s Case For Value
- Are We Seeing A Return To Risk Arbitrage
- Michael Mauboussin: Many Investors Are Not Congruent With What They’re Ultimately Trying To Do
- (Ep.52) The Acquirers Podcast: Corey Hoffstein – Equity Momo – Robust Equity Momentum, And The Agnostic Case For Value
- TAM Stock Screener – Stocks Appearing In Icahn, Gabelli, Griffin Portfolios
- What Makes Constellation Software’s Growth-Through-Acquisition Strategy Great
- This Week’s Best Investing Articles, Research, Podcasts 2/7/2020
- Prem Watsa: Top Buys, Top Sells
- VALUE: After Hours (S02 E05): Risk Arbitrage, Leonard’s Constellation CSU.TO And The Fundsmith Letter
- Great Consumer Franchises Provide Profitable Investment Opportunities
- Stanley Druckenmiller: Top 10 Holdings
- How To Think About Starting Position Size For An Anti-FOMO Portfolio
- Why Have Spin-Offs Significantly Underperformed Over The Last Decade
- Bruce Greenwald: Old School Value Investors Who Do Not Evolve Will Disappear
- The Implicit Bets In Value vs Growth
- The Problem With Investing In Cyclicals Is That You Have To Be Right Twice
- Michael Burry: What Was The Secret Sauce Of The Doomsday Machine
- (Ep.51) The Acquirers Podcast: Jon Boyar – Private Equity – Private Market Value, Spinoffs, And Super Mario Gabelli
- TAM Stock Screener – Stocks Appearing In Greenblatt, Dalio, Fisher Portfolios
- Tobias Carlisle On The Millennial Podcast
- Monster Compounder Heico Corp
- This Week’s Best Investing Articles, Research, Podcasts 1/31/2020
- David Tepper – Top New Buys, Top Sold Out Positions
- Sam Zell: Where There’s No Competition You Can Produce Exceptional Margins
- Value: After Hours S02 E04: How $HEI ran 47,500%; Anti-FOMO Starter Size Rules; and Value vs Glamour
- 150 Years Of Evidence Suggests Value Investing Will Survive
- Charles Munger: The Overarching Problem With The Money Management Industry
- Jim Simons: Top 10 Holdings
- How Hollywood Mogul Barry Diller Built A $4.2 Billion Tech Fortune Out Of Underdog Assets
- 7 ‘Red’ Questions To Uncover Value Traps
- Aswath Damodaran: “If You Are A Believer In Value, As I Am, Good Value Investing Requires Creativity And Out-Of-The-Box Thinking”
- Seth Klarman: Investors Should Not Target A Desired Rate Of Return
- The Right Tail – How Errors Of Omission Hurt Your Returns
- How Investors Can Learn From Their Mistakes Using The U.S Military’s After Action Review
- (Ep.50) The Acquirers Podcast: Simon Adler – Recovery Value – Deep Value With Schroders Global Value Recovery And Global Income
- 3 Lessons Investors Can Learn From Rush Drummer Neil Peart
- Aswath Damodaran: Many Active Managers Will Be Wiped Out By ETFs And They Deserve It!
- TAM Stock Screener – Stocks Appearing In Marks, Griffin, Asness Portfolios
- This Week’s Best Investing Articles, Research, Podcasts 1/24/2020
- Ray Dalio: Cash Is Trash In 2020
- Bill Nygren – Top New Buys, Top Sold Out Positions
- There’s Considerable Advantages In Setting Up A VC Fund In Bangladesh
- (S02 E03) The VALUE: After Hours Podcast
- Jeff Ubben Top 10 Holdings
- One Of The Most Popular Papers On Online-Dating Advice – Written By A Hedge Fund Manager
- David Einhorn: Growth Has Knocked The Stuffing Out Of Value Last Three Years (106% vs. 17%)
- Justin Mallory – What Should Warren Buffett Buy?
- Seth Klarman: How To Calculate A Company’s Present-Value
- Chuck Akre – The Art Of (Not) Selling
- Turnarounds In Big Brand Names Provide Significant Investment Opportunities