Blog
Page 418
- Guy Spier: What Lunch With Warren Buffett Taught Me About Investing And LifeHere’s a great article by Guy Spier at MarketWatch in which he discusses what his lunch with Warren Buffett taught him about investing and life. Here’s an excerpt from that arti…
- The Long Term Problem With Growth StocksThere’s always lots of discussion about the performance of growth stocks versus value stocks. With this in mind here’s a great article at The Globe and Mail by George Athanassak…
- Why Value Investors Shouldn’t Give Up Just YetHere’s a great article by John Reese at The Globe and Mail which highlights the importance of sticking with a value investing strategy despite its recent underperformance saying…
- Jamie Dimon: Investors Should Not Be Surprised By The Non-Linear Nature of Companies and MarketsJamie Dimon provides some great insights in his Annual Shareholder Letters at JPMorgan Chase. In his latest letter Dimon makes a great point regarding the non-linear nature of c…
- This Week’s Best Investing Reads 06/08/2018Here is a list of this week’s best investing reads: Experience is Overrated (A Wealth of Common Sense) The Next Fifty Years (The Irrelevant Investor) The Psychology of Money (Co…
- Forbes: Is Value Investing For Losers? No, So Don’t Get TrickedHere’s a recent article at Forbes that discusses the cyclical nature of value investing and the importance of sticking with a value strategy during periods of underperformance, …
- Jason Zweig: How Companies Use the Latest Profits Fad to Fool YouHere’s a great article by Jason Zweig at the WSJ which discusses how companies use the latest profits fad to fool investors: Eighty-six years ago this week, the stock market hit…
- Why A Do-Nothing Approach To Investing Is Often The Right Way To GoHere’s a great article at The Globe And Mail which illustrates how investors are hurting their returns by actively over trading in stocks saying: “Trading is clearly the enemy o…
- Acquirer’s Multiple Stocks Appearing in Dalio, 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…
- Philip Carret: All Stock Investors Are Speculators By NecessityOne of the best books written on investing is The Art Of Speculation, by Philip Carret. There’s one passage in particular in which Carret illustrates how all stock investors are…
- Mohnish Pabrai: “We can do really well in the business even if we don’t understand 98% of the markets and the companies in them”Here’s a great recent interview with Mohnish Pabrai and the folks at ET. During the interview Pabrai provided a number of valuable insights on his value investing approach. Here…
- Ray Dalio: “Think About How To Rotate Your Portfolio To Buy That Which Is Cheap And Sell That Which Is Expensive”Last week Ray Dalio did a question and answer session with some folks on Reddit where he shared a number of valuable investing insights. Dalio started the conversation with the …
- This Week’s Best Investing Reads 06/01/2018Here is a list of this week’s best investing reads: 3 Misconceptions About Interest Rates (A Wealth of Common Sense) Never Begin With the End in Mind (The Irrelevant Investor) C…
- AM Stock Screener – Undervalued United Therapeutics Corporation (NASDAQ: UTHR)One of the cheapest stocks in our All Investable Stock Screener is United Therapeutics Corporation (NASDAQ: UTHR). United Therapeutics specializes in drug development for pulmon…
- Acquirer’s Multiple Stocks Appearing in Superinvestor 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…
- James Montier: You Can Turn Behavioral Biases Into An Advantage Using A Valuation-Based FrameworkWe’ve just been listening to a great interview with James Montier on Meb Faber’s podcast. During the interview Montier provides some great insights to help investors protect the…
- Ed Thorp: The Importance Of Having An Edge In InvestingHere’s some great investing insights from Ed Thorp, author of Beat the Dealer and A Man for All Markets, from his interview with Jack Schwager in his book – Hedge Fund Market Wi…
- Prem Watsa: If You Get Two Out Of Three Right, You Will Have One Of The Best Track RecordsHere’s a great recent interview with Prem Watsa discussing investing with Bloomberg’s Amanda Lang on “What’d You Miss?”. During the interview Watsa shares some great insights on…