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- Horizon Kinetics: Great News For Active Investors – The History Of Passive Investing Over The Past 20 YearsOne of the shareholder letters we really look forward to reading is the one from Horizon Kinetics. In their recently released Q2 2018 letter Horizon Kinetics provides some inter…
- A collection of Seth Klarman’s Baupost Group Letters
- Which Are The Best Shareholder Letters For Investors To ReadWe’re currently in the midst of companies releasing their Q2 2018 shareholder letters. During these times one of the questions we often get asked is, which are the best sharehol…
- Dan Loeb: Growth Stocks Are Now Value StocksOne of the investors we follow closely here at The Acquirer’s Multiple is Dan Loeb, CEO at Third Point Management. In his latest Q2 2018 shareholder letter Loeb makes the point …
- Jesse Livermore: How I Once Missed A $1,000,000 Profit Through Impatience And Careless TimingOne of our favorite investing books here at The Acquirer’s Multiple is – How To Trade Stocks by Jesse Livermore. There’s one passage in particular in which Livermore recounts th…
- Bill Miller: No One Knows What The Market Is Going To Do Over Any Time Horizon Short Enough To Be Of Interest To The Typical InvestorOne of the investors we like to follow closely here at The Acquirer’s Multiple is Bill Miller, Chairman and Chief Investment Office of Miller Value Partners. In his latest Q2 20…
- Prem Watsa: Even Great Investors Have To Understand Their LimitationsHere is a an example of what makes Prem Watsa a great investor. We were recently reading though the 1990 Fairfax Annual Report when we came across a couple of gems from Chairman…
- This Week’s Best Investing Reads 07/20/2018Here is a list of this week’s best investing reads: Pareto [Awesome Chart Every Investor Should See] (The Irrelevant Investor) Tech stocks contributed 98% of the S&P 500’s 2018 …
- TAM Stock Screener – Undervalued Louisiana-Pacific Corporation (NYSE: LPX)One of the cheapest stocks in our Large Cap 1000 Stock Screener is Louisiana-Pacific Corporation (NYSE: LPX). Louisiana-Pacific Corporation (Louisiana-Pacific), together with it…
- TAM Stock Screener – Stocks Appearing in Greenblatt, Griffin, Cohen PortfoliosOne of the new weekly additions 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 i…
How Activist Investing Is ChangingThere’s been a lot of discussion about activist investing in the past couple of weeks and how it’s changing. Here’s a great short video at The Financial Times illustrating how a…- OSAM: Here’s Why Value Factors Will Continue To Provide An Edge For Long Term Value InvestorsOne of the firms that we like to follow closely here at The Acquirer’s Multiple is O’Shaughnessy Asset Management (OSAM), which is run by Jim and Patrick O’Shaughnessy and their…
- Bill Nygren’s Oakmark Funds Says Inactivity In Investing Remains The Optimal StrategyOne of the investor’s we follow closely here at The Acquirer’s Multiple is Bill Nygren. Nygren has been a manager of the Oakmark Select Fund since 1996, Oakmark Fund since 2000 …
- Mario Gabelli: We’ll Use The Same Guiding Principles To Avoid Over-Paying For A Company’s Intrinsic Value And Lose Less During Market ManiasOne of the investors we follow closely here at The Acquirer’s Multiple is Mario Gabelli, Founder, Chairman and CEO of GAMCO Investors, Inc. Gabelli recently did a Q&A session wi…
- Sequoia Fund: A Great Value Investing Mindset Creates A Substainable AdvantageOne of the value investing firms that we follow closely here at The Acquirer’s Multiple is Ruane, Cunniff & Goldfarb (RCG), the investment adviser best known for managing the Se…
- Mason Hawkins: Real Value Investing Has A Humility Not Present In Today’s More Popular Method Of Heavily Weighing The Qualitative Factors Of The Business And Minimizing The Importance Of ValuationOne of the value investors we like to follow closely here at The Acquirer’s Multiple is Mason Hawkins, Chairman and Chief Executive Officer at Longleaf Partners (Longleaf). Last…
- This Week’s Best Investing Reads 07/13/2018Here is a list of this week’s best investing reads: Some Considerations For Investing Globally (A Wealth of Common Sense) 50 Years of Financial History in Ten Minutes–The Yield …
- TAM Stock Screener – Undervalued Thor Industries Inc (NYSE: THO)One of the cheapest stocks in our Large Cap 1000 Stock Screener is Thor Industries Inc (NYSE: THO). Thor Industries Inc (Thor) is an American manufacturer of recreational vehicl…