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- Jonathon Tepper: Buffett Is The Antithesis Of CapitalismWe’ve just been reading the introduction and first chapter of Jonathon Tepper’s new book – The Myth of Capitalism: Monopolies and the Death of Competition, which are free online…
- Mohnish Pabrai: The Ten Commandments of Investment ManagementWe’ve just been watching a recent presentation with Mohnish Pabrai at the Carroll School of Management – Boston College. Pabrai is discussing his ten commandments of investment …
- Nassim Taleb: 17 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…
- James Montier – The World’s Dumbest Idea – Shareholder Value MaximizationSome years ago, James Montier wrote a great paper called – The World’s Dumbest Idea, that explored the problems surrounding the concept of shareholder value and its maximization…
- Seth Klarman’s Protege David Abrams: 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 10/12/2018Here’s a list of this week’s best investing reads: You Never Know (A Wealth of Common Sense) Time Horizon vs Endurance (Collaborative Fund) U-G-L-Y (The Irrelevant Investor) And…
- TAM Stock Screener – Stocks Appearing in Munger, Watsa, Chou 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…
- Howard Marks: The Pendulum of Investor PsychologyWe’ve just been reading Howard Marks’ new book – Mastering The Market Cycle. In it there’s a great chapter titled – The Pendulum of Investor Psychology which discusses the impac…
- John Hussman: Fish Don’t Know They’re In Water (Investors In A Market Bubble)We’ve just finished reading a great article by John Hussman at Hussman Funds called The Music Fades Out in which Hussman discusses current market conditions and provides a great…
- Robert Vinall: RV Capital 10 Year Anniversary LetterWe’ve just finished reading RV Capital’s 10 Year Anniversary Letter. In it Robert Vinall discusses his ‘aha’ moment as it relates to value investing, and the key determinant of …
- David Einhorn: Parallels Between Tesla And Lehman BrothersIn his latest shareholder letter, David Einhorn makes some very interesting comparisions between Telsa and the Lehman Brothers collapse, saying: “In thinking through TSLA more, …
- Michael Burry: 6 Books That Every Investor Should ReadOur Recommended Books We recently started a series called – Superinvestors: Books That Every Investor Should Read. So far we’ve provided the book recommendations from: Charles M…
- Howard Marks: Investors Should ‘Calibrate’ Their Portfolios To Include The Current Market CycleWe’ve just been listening to a great podcast with Meb Faber interviewing Howard Marks. Marks is discussing his new book – Mastering The Market Cycle, and he provides a great ill…
- Steven Cohen: 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…
- TAM Stock Screener – Stocks Appearing in Cohen, Greenblatt, Dalio 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 10/05/2018Here’s a list of this week’s best investing reads: Different Kinds of Smart (Collaborative Fund) What If Stocks Don’t Crash… (A Wealth of Common Sense) Excellent Article: The Ps…
- Sequoia Fund Q3 2018 Letter: David Poppe RetiringThe Sequoia Fund recently released its Q3 2018 Letter. For the third quarter of 2018, Sequoia Fund generated a total return of 4.01%, net of fees, versus a 7.71% return for the …
- Mark Sellers: So You Want To Be The Next Warren BuffettSome years ago hedge fund manager Mark Sellers of Sellers Capital gave a great speech to a group of Harvard MBA students titled – So You Want To Be The Next Warren Buffett? How’…