Blog
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- David Einhorn: Greenlight Capital’s Big August Loss Compounds 2018 WoesHere’s an article at Institutional Investor which discusses David Einhorn’s ongoing underperformance. According to this article at Reuters – Billionaire investor David Einhorn’s…
- Howard Marks: At Oaktree We Say, “Well Bought Is Half Sold.”One of our favorite books from our list of 50 Of The Best Investing Books Of All Time is – The Most Important Thing: Uncommon Sense for the Thoughtful Investor, by Howard Marks.…
- Chuck Royce: Deep Value Investing Using Enterprise Value To EBIT As A Valuation MetricOne of the investors we like to follow closely here at The Acquirer’s Multiple is Chuck Royce and his team at The Royce Funds. The Royce Funds recently released their commentary…
- Charles Munger: “If You Won’t Attack A Problem While It’s Solvable And Wait Until It’s Unfixable, You Can Argue That You’re So Damn Foolish That You Deserve The Problem”While not specifically an investing book, The Art of the Good Life: Clear Thinking for Business and a Better Life, by Rolf Dobelli provides some great lessons for investors. The…
- Seth Klarman: Value Investing In Bull MarketsAccording to CNBC (August 22, 2018) we are currently in the midst of the longest bull market in history, since World War II: The current bull market rally, which started March 9…
- Bill Ackman: 11 Books That Every Investor Should ReadWe recently started a series called – Superinvestors: Books That Every Investor Should Read. So far we’ve provided book recommendations from: Charles Munger: 32 Books That Every…
- TAM Stock Screener – Stocks Appearing in Stahl, Greenblatt, Griffin PortfoliosSome 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 08/31/2018Here is a list of this week’s best investing reads: Why Doesn’t The Stock Market Care About the News? (A Wealth of Common Sense) The Disproportional Power of Anecdotes (Farnam S…
- Joel Greenblatt: 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…
- Mario Gabelli: There Are No Such Things As “Can’t Miss” Stocks. Habits evolve, Technologies Change, And Companies Mature. It’s A Cycle As Old As Capitalism ItselfMario Gabelli recently released his Q2 2018 shareholder letter. Gabelli reported for the quarter ended June 30, 2018, the net asset value (“NAV”) per Class A Share of The Gabell…
- Christopher Davis: Value Investing Opportunities Exist When A Company Is In The Headlines For Unfavorable ReasonsValue investor Christopher Davis just released his 2018 Fall Review for the Clipper Fund. The Clipper Fund returned 6.1% in the first seven months of 2018, and over the last thr…
- Mohnish Pabrai: Volatility Is The Friend Of A Long-Term InvestorHere’s a great recent interview with Mohnish Pabrai at The Economic Times. Pabrai discusses how he finds opportunities in todays bull market, portfolio concentration, his invest…
- Howard Marks: The Refusal To Catch A Falling Knife Is A Rationalization For Inaction. It’s Our Job To Catch Falling Knives. That’s How You Get Bargains!Here’s a great interview (below) with Howard Marks at the Wharton School of the University of Pennsylvania (2018). Marks was asked his thoughts on distressed debt investing, mar…
- Warren Buffett: 35 Books That Every Investor Should ReadWe recently started a series called – Superinvestors: Books That Every Investor Should Read. So far we’ve provided book recommendations from: Charles Munger: 32 Books That Every…
- Sponsored Post: Value Invest New York $350 Discount Until August 31Value Invest New York will take place on December 4 $350 discount until August 31 The line-up for Value Invest New York was announced last week and it will feature speakers incl…
- TAM Stock Screener – Stocks Appearing in Dalio, Greenblatt, Griffin PortfoliosSome 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 08/24/2018Here is a list of this week’s best investing reads: $350 Discount for Acquirer’s Multiple Subscribers – Value Invest New York – Featuring Joel Greenblatt, Howard Marks, Robert H…
- Howard Marks: 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…