This Week’s Best Investing Reads 08/10/2018

Johnny HopkinsValue Investing NewsLeave a Comment

Here is a list of this week’s best investing reads: The Longest Bull Market of All-Time? (The Irrelevant Investor) What People Will Pay For (The Reformed Broker) Strategy vs. Tactics: What’s the Difference and Why Does it Matter? (Farnam Street) If It Sounds Too Good to Be True… (A Wealth of Common Sense) Value Investors Struggle–What Happened? (csinvesting) The Dangers … Read More

Jim Rogers: “Anytime That You Think You’ve Become A Financial Genius—It Is Time To Sit Back And Do Nothing For A While”

Johnny HopkinsInvesting Strategy, Jim RogersLeave a Comment

One of our favorite investing books here at The Acquirer’s Multiple is – A Gift to My Children: A Father’s Lessons for Life and Investing, by Jim Rogers. Rogers co-founded the successful Quantum Fund with George Soros back in 1973. There’s a great passage in the book in which Rogers provides … Read More

This Week’s Best Investing Reads 08/3/2018

Johnny HopkinsValue Investing NewsLeave a Comment

Here is a list of this week’s best investing reads: The Spectrum of Financial Dependence and Independence (Collaborative Fund) The 3 Levels of Wealth (A Wealth of Common Sense) No, No, No (The Irrelevant Investor) Once in a lifetime, if you’re lucky (The Reformed Broker) The Untapped Market That’s Ripe For Activists (Institutional Investor) It’s More Than Just FANG … Read More

David Einhorn: “Right Now The Market Is Telling Us We Are Wrong, Wrong, Wrong About Nearly Everything”

Johnny HopkinsDavid Einhorn, Investing StrategyLeave a Comment

David Einhorn recently released his Q2 2018 shareholder letter. It’s been another difficult quarter for Greenlight Capital losing an additional (5.4)%, and bringing the Greenlight Capital funds’ (the “Partnerships”) year-to-date loss to (18.3)%. In a quarter when the S&P 500 index returned 3.4%, bringing its year-to-date return to 2.6%. Despite the … Read More

The Value Premium: What This Indicator Is Telling Us About The Business Cycle

Johnny HopkinsGeorge Athanassakos, Investing ResearchLeave a Comment

Here’s a great article by George Athanassakos at The Globe and Mail. Athanassakos is a finance professor and the Ben Graham Chair in Value Investing at the Richard Ivey School of Business, University of Western Ontario. He’s discussing a recent paper titled The Value Premium and Expected Business Conditions, which illustrates … Read More