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- TAM Stock Screener – Stocks Appearing in Dalio, Greenblatt, Grantham 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…
- Nassim Taleb: Economists Don’t Predict Better Than Cab Drivers. Typically A Little Worse, Often!Here’s a great interview with Nassim Taleb and Bob Shiller hosted by Nick Paumgarten at The New Yorker Summit. The panel is discussing economics, economists, and their role in f…
- Baupost Says Copy of Seth Klarman’s Book on Amazon Was Not AuthorizedIn case you haven’t heard. Earlier this month a Kindle version of Seth Klarman’s bible – Margin on Safety, which sells for around $1500, appeared for sale on Amazon for $9.99. H…
- Bill Nygren: Value Investors Need To Adapt Their Business Valuation StrategiesIn The Oakmark Funds’ latest Q218 market commentary Bill Nygren says that value investors need to adapt their value investing strategies for today’s companies because book value…
- Is David Einhorn’s Underperformance A Sign That Value Investing Is Set to ReturnHere’s a great article at CNBC which discusses the similarities between David Einhorn’s current performance and that of Julian Robertson’s Tiger Management back in 1999/2000. In…
- Stanley Druckenmiller: My Biggest Mistake And What I Learned From ItHere’s a great interview with Stanley Druckenmiller at the Lost Tree Club in 2015. While the entire interview is a must read for all investors, there’s one answer from Druckenmi…
- How Does Seth Klarman Implement His Value Investing Strategy Differently To Many Other Value InvestorsLast week @NeckarValue tweeted a link to a great interview with Seth Klarman at Barron’s titled – “Value Hunter in a Sky-High Market”. The article provided a number of great val…
- This Week’s Best Investing Reads 07/06/2018Here is a list of this week’s best investing reads: Sustaining Wealth is Harder Than Getting Rich (A Wealth of Common Sense) Markets Go Up and Down; Shorting Stocks (csinvesting…
- TAM Stock Screener – Stocks Appearing in Marks, Greenblatt, Simons 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…
- TAM Stock Screener – Undervalued Foot Locker Inc (NYSE: FL)One of the cheapest stocks in our Large Cap 1000 Stock Screener is Foot Locker Inc (NYSE: FL). Foot Locker operates thousands of retail stores throughout the United States, Cana…
- Aswath Damodaran: 10 Rules For Analyzing Investments and Assessing ValueOne of our favorite investing books here at The Acquirer’s Multiple is The Little Book of Valuation, by Aswath Damodaran. There’s a great passage in the book in which he discuss…
- Charles Munger: The Secret Ingredients That Make Berkshire, And The Daily Journal, So SuccessfulWe’ve just been watching the 2017 Daily Journal Annual Meeting in which Charlie Munger, at 12:18 on the video below, discloses some of the secret ingredients that have made Berk…
- Mohnish Pabrai’s Advice For Value Investors – ForbesHere’s a great recent interview with Mohnish Pabrai and Kevin Harris at SumZero in which Pabrai provides some valuable investing insights: Kevin Harris: What or who have been yo…
- Michael Mauboussin: ‘Procyclicality’- How It Drives Market Cycles To ExtremesMichael Mauboussin recently released a great paper called – Procyclicality And Its Extremes in which he discusses ‘Procyclicality’ and how it drives market cycles to extremes. H…
- George Soros: How Investors Can Stay Ahead Of The GameOne of our favorite investing books here at The Acquirer’s Multiple is Soros on Soros by George Soros, It’s written in an interview-style narrative with Byron Wien, Managing Dir…
- This Week’s Best Investing Reads 06/29/2018Here is a list of this week’s best investing reads: 36 Obvious Investment Truths (A Wealth of Common Sense) Double Loop Learning: Download New Skills and Information into Your B…
- AM Stock Screener – Undervalued Peabody Energy Corporation (NYSE: BTU)One of the cheapest stocks in our Large Cap 1000 Stock Screener is Peabody Energy Corporation (NYSE: BTU). Peabody Energy Corporation (Peabody) mines and sells coal though 26 co…
- AM Stock Screener – Stocks Appearing in Buffett, Miller, Tepper 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…