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- Carl Icahn – Top 10 HoldingsOne of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track the…
- Stanley Druckenmiller – Bulls Make Money, Bears Make Money, And Pigs Get Slaughtered – I’m Here To Tell You I Was A PigWe’ve just been re-reading one of our favorite speeches from legendary investor Stanley Druckenmiller at the Lost Tree Club some years ago. During the speech ‘The Druck’ provide…
- Michael Burry: How Can Investors Get Even After Suffering A LossWe’ve just been re-reading Michael Burry’s MSN Case Studies in which Burry provides some great insights into what investors should do after suffering a loss saying: How to get e…
- Charles Munger: Civilized People Don’t Buy GoldHere’s some classic Munger wisdom on ‘gold’ as an investment: “I think gold is a great thing to sow into your garments if you’re a Jewish family in Vienna in 1939 but, I think c…
- This Week’s Best Investing Reads 1/11/2019Here’s a list of this week’s best investing reads: How Not to Be Stupid (Farnam Street) 10 Things Investors Can Expect in 2019 (A Wealth of Common Sense) The Art of the Deal, 20…
- TAM Stock Screener – Stocks Appearing in Tepper, Griffin, Grantham PortfoliosPart of the weekly research here at The Acquirer’s Multiple features some of the top picks from our Stock Screeners and some top investors who are holding these same picks in th…
- Bill Ackman: Top 10 HoldingsOne of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track the…
- Steve Romick – Value Investing Has Morphed From The Days Of Graham and DoddWe’ve just been listening to a great interview by Meb Faber with one of our favorite value investor’s – Steve Romick, Portfolio Manager for the FPA Crescent Fund. During the int…
- Joel Greenblatt – Great Value Investors Need To Be Cold Hearted JellyBean CountersHere’s a great video with Joel Greenblatt at the CFA’s Distinguished Speaker Series. During the presentation Greenblatt recounts the story of how he was able to explain the stoc…
- Charles Munger – I Frequently Sit In A Room And Converse With Dead People While The People Around Me Are IrritatedHere’s a great compilation on reading habits and books by Warren Buffett and Charles Munger. Our favorite quote from the video is when Munger is asked how he was able to concent…
- Happy HolidaysTobias and I would like to wish all of our readers and subscribers a very Merry Christmas and a Happy New Year. We’re going to take a break from publishing articles on the blog …
- This Week’s Best Investing Reads 12/21/2018Here’s a list of this week’s best investing reads: The Spacing Effect: How to Improve Learning and Maximize Retention (Farnam Street) Prediction vs. Preparation (A Wealth of Com…
- TAM Stock Screener – Stocks Appearing in Wachenheim, Dalio, Miller PortfoliosPart of the weekly research here at The Acquirer’s Multiple features some of the top picks from our Stock Screeners and some top investors who are holding these same picks in th…
- Stanley Druckenmiller: What Characteristics Do You Need To Be A Great InvestorHere’s a great interview with Stanley Druckenmiller speaking to Bloomberg’s Erik Schatzker in which Druckenmiller provides his thoughts on the economy, stocks, bonds, trump, alg…
- David Einhorn: Q3 2018 Top 10 HoldingsOne of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track the…
- Charles Munger: Investing In Shares Is Much Easier Than Investing In Real Estate, Here’s WhyHere’s a great little video in which Charles Munger is discussing why investing in shares is better than investing in real estate. Munger says: “The trouble with real estate is …
- Forbes: Contrary To Popular Belief, Value Investing Is Not DeadHere’s a great article at Forbes discussing the recent performance of value investing saying: “However, a hundred years worth of data says value investing works. One cycle doesn…
- Peter Lynch: 27 Timeless Investing LessonsWe’ve just been re-reading Peter Lynch’s classic book – One Up On Wall Street. In it, Lynch provides 27 timeless investing lessons. Here’s an excerpt from the book: Sometime in …