This Week’s Best Investing Reads 09/21/2018

Johnny HopkinsValue Investing NewsLeave a Comment

Here’s a list of this week’s best investing reads: Predicting the Future with Bayes’s Theorem (Farnam Street) Jeff Bezos with David Rubenstein at the Economic Club of Washington DC (The Reformed Broker) Revisiting the Fall of 2008 (A Wealth of Common Sense) Fool Me Three Times And I Give Up (Collaborative Fund) Siegel vs. Shiller: Is the Stock … Read More

Murray Stahl: We Find Things That Nobody Wants To Buy For A Reason That Is Not Related To Fundamentals Of Valuation

Johnny HopkinsInvesting Strategy, Murray StahlLeave a Comment

One of the investors we like to follow closely here at The Acquirer’s Multiple is Murray Stahl, CEO of Horizon Kinetics. Stahl has a particular knack of finding investment opportunities in ‘special situations’. In this interview with Ticker he discusses areas where investors can find these opportunities saying: “In a … Read More

Richard Zeckhauser: Mere Mortals Should Not Try To Imitate Warren Buffett or Bill Miller

Johnny HopkinsInvesting Strategy, Richard ZeckhauserLeave a Comment

Some years ago Richard Zeckhauser, a professor of political economy and bridge player, wrote a very interesting paper called – Investing in the Unknown and Unknowable (UU). His paper discusses how the wisest investors have earned extraordinary returns by investing in the unknown and the unknowable (UU). But they have done so on a reasoned, sensible … Read More

This Week’s Best Investing Reads 09/14/2018

Johnny HopkinsValue Investing NewsLeave a Comment

Here’s a list of this week’s best investing reads: Ser Jamie (The Reformed Broker) Trillion Dollar Toppers: Market Triggers, Value Drivers and Pricing Catalysts! (Aswath Damodaran) Is Software Eating Value Investing (A Wealth of Common Sense) Long-Term News (Collaborative Fund) Fraud, Lies, Social Proof, and the Will to Believe: Theranos (csinvesting) Comprehensive Review of EV/EBITDA (Michael Mauboussin) … Read More

Francis Chou: Value Investors Must Remain Confident When Your Strategy Does Not Appear To Be Working

Johnny HopkinsFrancis Chou, Investing StrategyLeave a Comment

One of the value investors we like to follow closely here at The Acquirer’s Multiple is Francis Chou, founder of Chou Associates Fund. Chou recently released his 2018 semi-annual report in which he urged value investors to stick with their value investing principles in the current market environment saying: “The … Read More