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- Jeremy Grantham: 4 Books That Every Investor Should ReadWe recently started a series called – Superinvestors: Books That Every Investor Should Read. So far we’ve provided the book recommendations from: Our Book Recommendations for In…
$500 Off Boyar’s Forgotten Forty Report: Special Offer for Acquirers Multiple ReadersEach year, Boyar Research publishes their Forgotten Forty Report featuring the forty stocks that they believe have the greatest potential for capital appreciation in the year ah…- TAM Stock Screener – Stocks Appearing in Greenblatt, Price, Griffin 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…
- This Week’s Best Investing Reads 12/14/2018Here’s a list of this week’s best investing reads: Why Small Habits Make a Big Difference (Farnam Street) Normal Accidents in the Stock Market (A Wealth of Common Sense) Mind th…
- Charlie Munger: I Made Four Or Five Hundred Million Dollars From Two Decisions, With Almost No RiskIn this short interview Charles Munger explains how he made four or five hundred million dollars from just two decisions: “I talked about patience. I read Barron’s for fifty yea…
- Shareholder Activism Is On The Rise: Caution RequiredHere’s a great article at Forbes about a new generation of activist shareholders: Historically, large institutional investors pursued purely financial strategies and kept a low …
- Aswath Damodaran: The Inverted Yield Curve: Is There A Signal In The Noise?Here’s a short presentation by Aswath Damodaran on the recent inverted yield curve and whether there is a signal in the noise. He writes: On December 4, 2018, the yield on a 5-y…
- Jeremy Grantham: Investing Was So Much Easier 40 Years AgoHere’s a great podcast with Jeremy Grantham chatting to Barry Ritzholt at Boomberg. When asked about the difference between investing forty years ago compared with today he said…
- James Montier: How To Protect Yourself From Wall Street’s ‘Self-Serving’ BiasesIn his book – The Little Book of Behavioral Investing, James Montier wrote a great passage on how investors can identify and protect themselves from becoming victims of Wall Str…
- George Soros: 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…
- Ray Dalio: 20 Books That Every Investor Should ReadWe recently started a series called – Superinvestors: Books That Every Investor Should Read. So far we’ve provided the book recommendations from: Charles Munger: 32 Books That E…
- TAM Stock Screener – Stocks Appearing in Greenblatt, Hussman, Fisher 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…
- Alexander Roepers: “Is It Time For Value Now?”Here’s a great lecture with Alexander Roepers asking the question – “Is it time for Value now?”: Part 2: (Source: International Value Investing Conference)
- This Week’s Best Investing Reads 12/7/2018Here’s a list of this week’s best investing reads: Love, Happiness, and Time (Farnam Street) The Market Right Now Doesn’t Care How Fantastic Your Stocks Are (Vitaliy Katsenelson…
- Daniel Kahneman: The Trouble With ConfidenceHere’s a great little video by Daniel Kahneman on the trouble with confidence. Kahneman makes the point that from a societal perspective confidence is generally very good, but f…
- Seth Klarman Protege – David Abrams: 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: Why Did Ben Graham’s Net Nets DisappearJust been re-reading Charles Mungers’ classic speech – A Lesson on Elementary, Worldly Wisdom As It Relates To Investment Management & Business. In it Munger provides some great…
- Seth Klarman: One Of Society’s Most Vexing Problems Is The Relentlessly Short-Term Orientation That Manifests Itself In InvestingWe’ve just been reading Seth Klarman’s latest speech at the Harvard Business School. During the speech Klarman provides some great insights into the problems with a short-term o…