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- David Einhorn: Top 10 Holdings, New Buys, Sold Out PositionsOne 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: What Should Investors Do If They’re In A ‘Slump’Here’s a great interview with investing legend Stanley Druckenmiller at Real Vision in which he discusses the importance of investors knowing whether they’re currently ‘hot’ or …
- Dan Loeb: We Continue To Invest In The Integration Of Our Fundamental Process And The “Rise of the Machines”Dan Loeb recently released his Q32018 shareholder letter in which he discusses the difficulty of investing in the market this year, the current market environment, and how he pl…
- Nassim Taleb: In Investing The People You Understand Most Easily Are Necessarily The Bull***tters.Here’s a great passage from Skin In The Game by Nassim Taleb in which he discusses how easily investors can be hoodwinked by smooth talking salepeople promising outsized returns…
- Michael Mauboussin: 12 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 Cohen, Watsa, Greenblatt 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…
- John Paulson: How Investors Can Benefit From Risk Arbitrage Done CorrectlyWe’ve just finished re-reading The Alpha Masters: Unlocking the Genius of the World’s Top Hedge Funds, written by Maneet Ahuja. There’s a great passage in the book in which lege…
- This Week’s Best Investing Reads 11/09/2018Here’s a list of this week’s best investing reads: What’s Staying the Same (Farnam Street) The McRib Effect (Of Dollars & Data) Tiny Improvements, Big Results (A Wealth of Commo…
- Bill Ackman: Top 10 Holdings, New Buys, Sold Out PositionsOne 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…
- Jim Chanos: “Being Short With A Good Short Seller Who’s Producing Nominally Minor Positive Returns In A Bull Market Enables You To Be More Long”One of our favorite Jim Chanos interviews is one he did with FT Alphachatterbox in which he explained how short selling provides ‘long-side’ investors with an insurance policy s…
- Howard Marks: Going To Cash Under Almost All Circumstances Is Stupid!Here’s a great interview with Howard Marks at Goldman Sachs in which Marks discusses why going to cash under almost all circumstances is stupid, and why market timing is impossi…
- Charlie Munger: Moral Investing – We Could See It Was Like Putting $100 Million In A Bushel Basket And Setting It On Fire As We Walked AwayHere’s a great video with Charles Munger and Warren Buffett at the 2005 Berkshire Hathaway shareholder meeting in which they discuss the moral distinction between buying a stock…
- John (Jack) Bogle: 6 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 Cohen, Griffin, Simons 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 11/02/2018Here’s a list of this week’s best investing reads: The Surprising Power of The Long Game (Farnam Street) The Relative Anchor in Rates (A Wealth of Common Sense) A Top or The Top…
- Stephen Mandel: Top 10 Holdings, New Buys, Sold Out PositionsOne 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…
- Jim Simons: Investing Is a Very ‘Gut Wrenching’ Business But You Can Find Things That Are PredictiveHere’s a great video interview with Jim Simons in which he discusses how his early success came more from luck than strategy. He also discusses how gut wrenching investing can b…
- Joel Greenblatt: Redefining ‘Traditional’ Value Investing So That It Never Goes Out Of FavorHere’s a great interview with Joel Greenblatt at Bloomberg in which he discusses the types of businesses he’s currently looking for and how he’s redefined the ‘traditional’ valu…