The Acquirer’s Multiple Gazette is a roundup of this week’s best investing reads, podcasts, tweets and superinvestor news: Investing Reads What’s Wrong With Value? (The Irrelevant Investor) 180 Years of Stock Market Drawdowns (A Wealth of Common Sense) Stock Market Reversals Can Cause Recessions Too (The Reformed Broker) What You Can Learn from Fighter Pilots About Making … Read More
Acquirer’s Multiple Stocks Featuring In Icahn, Greenblatt, Simons Portfolios
One of the new weekly additions here at The Acquirer’s Multiple features some of the top picks from our All Investable Stock Screener and some top investors that have added, or are holding these same picks in their portfolios. Investors such as Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, … Read More
How To Invest Like… Charlie Munger, Warren Buffett’s Right-Hand Man
Here’s a great article at The Telegraph discussing one of our favorite value investors here at The Acquirer’s Multiple, Charlie Munger. The article provides some great insights into Munger’s relationship with Buffett, his investing strategy, and his ten point investing checklist. Here’s an excerpt from that article: The world’s most famous … Read More
Fiat Chrysler Automobiles NV (NYSE:FCAU) Up 214%
On December 1st, 2016 we wrote this article titled – The One Automobile Stock That Value Investors Should Own Right Now – Fiat Chrysler Automobiles NV (FCAU), here at The Acquirer’s Multiple. At the time the article was written, Fiat Chrysler was one of the cheapest stocks in our All Investable … Read More
Joel Greenblatt – The 3 Golden Rules Of Successful Value Investing
Here’s a great article published at Forbes recently regarding one of our favorite value investors, Joel Greenblatt. The article is written by Jack Schwager, author of the Market Wizards series, in which he recounts his interview with Joel Greenblatt for one of his books. Schwager recalls some of the insightful parts of the … Read More
Seth Klarman – Value Opportunities Still Exist In Firms Being Attacked By The Likes Of Amazon
Good news for value investors as the WSJ reports that Seth Klarman at Baupost is still finding value opportunities in firms being attacked by the likes of Amazon, saying: “Increasing technological disruption is already pushing some securities well below our assessment of underlying value,” writes Mr. Klarman, “as legitimate concerns … Read More
The Acquirer’s Multiple Gazette – (Investing Reads, Podcasts, Tweets, Superinvestor News)
The Acquirer’s Multiple Gazette is a roundup of this week’s best investing reads, podcasts, tweets and superinvestor news: Investing Reads Buffett on Start-Up Investing (csinvesting) Poker, Speeding Tickets, and Expected Value: Making Decisions in an Uncertain World (Farnam Street) According To These 3 Measures The Stock Market Is Now Literally Off The Charts (The Felder Report) … Read More
Acquirer’s Multiple Stocks Featuring In Watsa, Greenblatt, Simons Portfolios
One of the new weekly additions here at The Acquirer’s Multiple features some of the top picks from our All Investable Stock Screener and some top investors that have added, or are holding these same picks in their portfolios. Investors such as Joel Greenblatt, Jim Simons, Prem Watsa, Jeremy Grantham, and Howard … Read More
Rose Blumkin and Warren Buffett interviewed about the Nebraska Furniture Mart in the 1980s
Check out this great film of Rose Blumkin and Warren Buffett interviewed about the Nebraska Furniture Mart in the 1980s:
David Einhorn – When Investing Feels Like You’re Running Into A Headwind, Don’t Capitulate, Stick To Your Strategy
One of our favorite investors here at The Acquirer’s Multiple is David Einhorn. Einhorn is the founder of Greenlight Capital, which according to WhaleWisdom manages a stock portfolio valued at approximately $6.67 Billion. We’ve just finished reading through Greenlight’s latest Q4 2017 shareholder letter which shows that the fund has returned … Read More
Charlie Munger – How Can Professional Investors, With Thorough Analysis, Continue To Underperform
Here’s a great presentation by Mohnish Pabrai to the folks at Google. During the presentation Pabrai relays a story about a time he had dinner with a small group at the home of Charlie Munger. During the dinner Munger posed a question to the group: Why did the ‘best ideas … Read More
Howard Marks – Investors Are Like Those Drivers Changing Lanes Every Minute, Cutting Off Half The Cars On The Road
One of the best free resources for all investors are Howard Marks’ memos. Marks is the Co-Chairman of Oaktree Capital, which currently manages a portfolio valued at approximately $6.7 Billion. Since 1990 Marks has written 100+ memos which are full of valuable investing insights. One of our personal favorites here … Read More
The Acquirer’s Multiple Gazette – (Investing Reads, Podcasts, Tweets, Superinvestor News)
The Acquirer’s Multiple Gazette is a roundup of this week’s best investing reads, podcasts, tweets and superinvestor news: Investing Reads Complexity Bias: Why We Prefer Complicated to Simple (Farnam Street) Will Big Tech Do The Right Thing? (The Felder Report) The Fatal Mistake Crypto Investors are Making Now (The Reformed Broker) 10 Things Investors Can Expect in … Read More
Acquirer’s Multiple Stocks Featuring In Greenblatt, Simons Portfolios
One of the new weekly additions here at The Acquirer’s Multiple will feature some of the top picks from our All Investable Stock Screener and some top investors that have added, or are holding, these same picks in their portfolios. Investors such as Joel Greenblatt, Jim Simons, Jeremy Grantham and … Read More
Warren Buffett: Why Stocks Beat Gold, Bonds… and Bitcoin
It’s quite incredible to watch the latest euphoria surrounding cryptocurrencies and Bitcoin. Whether or not we’re witnessing a bubble, only time will tell. But at the time of writing there are 1395 cyrptocurrencies with a combined market cap of approximately $730 Billion. Of which Bitcoin has a market cap of … Read More
Shelby Cullom Davis & The Wisdom of Great Investors
One of the best papers ever written on investing is The Wisdom of Great Investors, provided by Davis Advisors. Davis Advisors was founded by legendary investor Shelby Cullom Davis, a leading financial advisor to governors and presidents, who parlayed an initial investment of $100,000 in the late 1940s into more than … Read More
Bruce Berkowitz – Our Successful Three Step Approach To Value Investing
One of our favorite investors here at The Acquirer’s Multiple is Bruce Berkowitz. He is the Founder and Chief Investment Officer of Fairholme Capital Management, and President and a Director of Fairholme Funds. In 2010 Berkowitz was named as the 2009 Domestic-Stock Fund Manager of the Year by Morningstar as well … Read More
Acquirer’s Multiple Airline Stocks Featuring In Top Investor Portfolios
There are currently three airline stocks listed in our All Investable Stock Screener. They are: Hawaiian Holdings, Inc. (NASDAQ:HA) JetBlue Airways Corporation (NASDAQ:JBLU) Alaska Air Group, Inc. (NYSE:ALK) And it seems we’re not the only ones that think these airline stocks are cheap. A quick look at the latest 13F’s over at WhaleWisdom … Read More
Reuters – Value Stocks Expected To Jump In 2018
Here’s an article from Reuters, written by David Randall, that should be of interest to value investors, regarding the prospects of value stocks in 2018. NEW YORK (Reuters) – Value stocks are getting a once-over from some U.S. growth fund managers in early 2018 as they prowl for overlooked shares … Read More
This Week’s Best Investing Reads
Here is a list of this week’s best investing reads: If Everyone Knows Pensions Are Screwed Why Are They Investing In The Exact Same Fashion? (The Felder Report) My Favorite Charts (The Irrelevant Investor) Dow 25,000 (The Reformed Broker) Profit Margins, Bayes’ Theorem, and the Dangers of Overconfidence (Jesse Livermore) When Things Don’t Make Any Sense (A Wealth … Read More