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- Charlie Munger: That Decision Has Cost Me Now About $5 BillionHere’s a great recent interview with Charlie Munger & Li Lui in which Munger recalls one of his greatest investment mistakes that cost him $5 Billion. Here’s his recollection: M…
- A Value Investor’s Reading List: 26 BooksWe 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…
- Dan Loeb: 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…
- This Week’s Best Investing Reads 10/26/2018Here’s a list of this week’s best investing reads: And now…a reality check (The Reformed Broker) Hemingway, a Lost Suitcase, and the Recipe for Stupidity (Farnam Street) DotCom …
- TAM Stock Screener – Stocks Appearing in Dalio, Greenblatt, 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…
- Bruce Greenwald: How Smart Investors Can Take Advantage Of Overconfident Investors – Which Is Most Of Us!We’ve just been watching Bruce Greenwald’s 2014 presentation at the International Post Keynesian Conference in which he illustrates how smart investors can take advantage of ove…
- Joel Greenblatt: Today’s Opportunity Set Is SignificantWe’ve just finished reading Joel Greenblatt’s Q318 market commentary in which he says: U.S. Equity Markets Remain Very Expensive (based on our 28 year valuation history) Valuati…
- Murray Stahl: “Perhaps A Superior Method To Reduce Portfolio Risk Could Be To Have No Diversification. If You Had Only One Holding”We’ve just been reading the latest Q318 market commentary by Murray Stahl which discusses the possible benefits of concentrating ones portfolio to achieve outperformance. His ar…
- Graham & Doddsville Fall Newsletter 2018The Graham & Doddsville Fall Newsletter has recently been released featuring interviews with the team at Tweedy Browne Company, Scott Miller at Greenhaven Road Capital, and JP M…
- Charlie Munger On Telsa and Elon MuskWe’ve just been watching a great recent interview with Charlie Munger in which he was asked his thoughts on Telsa and Elon Musk. Here’s his response: Munger: Well it’s already c…
- Howard Marks: Markets Have Flipped From Being All Good to All BadHere’s a great video with Howard Marks at Bloomberg. During the interview Marks says: “I think, as it often does, the market has flipped from being all good to all bad. Prior to…
- Jamie Dimon: 11 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…
- The World According to Boyar Podcast with Jonathan Boyar of the Boyar Value GroupI recently sat down with Jonathan Boyar of the Boyar Value Group to record The World According to Boyar Podcast. We cover deep value investing and the acquirer’s multiple.
- TAM Stock Screener – Stocks Appearing in Fisher, Greenblatt, 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 10/19/2018Here’s a list of this week’s best investing reads: How the Many Sides to Every Story Shape our Reality (Farnam Street) The Worst Kind of Bear Market (A Wealth of Common Sense) H…
- Bruce Berkowitz: 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…
- Aswath Damodaran: Investors Have Three Choices When It Comes To Investing In Marijuana BusinessesAswath Damodaran has just released his latest video in which he discusses the businesses that are involved in the marijuana market and the three choices that investors have when…
- Warren Buffett Predicted The Fall Of Eddie Lampert And Sears Over 10 Years AgoHere’s an article at Yahoo Finance discussing the bankruptcy of Sears and the prediction by Warren Buffett 10 years ago regarding the fall of Eddie Lampert and Sears. Here’s an …