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- Seth Klarman Protege David Abrams Says “Value Investing Is The E = mc² Of Money And Investing”One of our favorite investors to follow here at The Acquirer’s Multiple is Seth Klarman’s protege David Abrams. Abrams typically shuns the public limelight so it’s difficult to …
- This Week’s Best Investing Reads 05/25/2018Here is a list of this week’s best investing reads: The Pygmalion Effect: Proving Them Right (Farnam Street) Stocks prices are a proxy for our beliefs about the future (The Refo…
- Acquirer’s Multiple Stocks Appearing in Icahn, Dalio, Greenblatt 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: How Frequent The Profit Is Irrelevant; It Is The Magnitude Of The Outcome That CountsHere’s a great investing lesson by Nassim Taleb from his book Fooled by Randomness. Similarly to Michael Mauboussin in this article, Taleb makes the point that it’s not how freq…
- Michael Mauboussin: The Babe Ruth Effect Generates More Successful ReturnsHere’s a great lesson from Michael Mauboussin’s book – More Than You Know. Mauboussin highlights the point that when it comes to successful investing it’s not about the frequenc…
- Howard Marks: The Greatest Formula For Long-Term Wealth Creation Is…One of our favorite investing books here at The Acquirer’s Multiple is The Most Important Thing by Howard Marks. There’s one passage in particular in which Marks discusses how k…
- This Week’s Best Investing Reads 05/18/2018Here is a list of this week’s best investing reads: Stanley Druckenmiller’s Big Mistake (The Irrelevant Investor) Just Half a Percent (A Wealth of Common Sense) Push and Pull (T…
- Joel Greenblatt Says Opportunity Is There If You Know How to Value BusinessesHere’s a great interview with Joel Greenblatt speaking to Erik Schatzker at Bloomberg Markets. Greenblatt discusses active versus passive investing and some of the reasons why h…
- Acquirer’s Multiple Stocks Appearing in Greenblatt, Gabelli, 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…
- Is It Time For Value Investing to Return to the Limelight?Here’s a great article from Peter Langerman at Franklin Templeton Investments where he discusses an optimistic outlook for value investing. Here’s an excerpt from that article: …
- Jim O’Shaughnessy: 25 Timeless Lessons From 30 Years Of Value InvestingOne of our favorite value investors here at The Acquirer’s Multiple is Jim O’Shaughnessy. O’Shaughnessy recently wrote an awesome series of tweets detailing twenty five investme…
- Chart showing Median Acquirer’s Multiple (EV / EBIT Operating Income) and Rolling 12-Month Returns in the Large Cap 1000 Universe (1999 to 2018)The chart above shows the median acquirer’s multiple (LHS) in the largest 1000 US-listed stocks and ADRs each quarter since 1999 versus the subsequent 12-month returns for the u…
- George Soros: “I Believe That Market Prices Are Always Wrong In The Sense That They Present A Biased View Of The Future”One of our favorite investing books here at The Acquirer’s Multiple is The Alchemy of Finance by George Soros. There’s one passage in particular which encapsulates Soros’ succes…
- Tobias Carlisle: Interview With ‘The Sure Investing Podcast’ On The Acquirer’s Multiple & Deep Value InvestingHere’s a great interview at The Sure Investing Podcast with our Chief here at The Acquirer’s Multiple – Tobias Carlisle. During the interview Tobias discusses his book – The Acq…
- Rich Pzena: The Best Way To Protect Yourself Against Value TrapsOne of our favorite value investors here at The Acquirer’s Multiple is Rich Pzena. One of the best Pzena interviews is one he did with the Graham & Doddsville Newsletter some ye…
- This Week’s Best Investing ReadsHere is a list of this week’s best investing reads: Full Collection Berkshire Hathaway Annual Meetings (Videos) (Warren Buffett Archive) The Nerds Were Right. Math Makes Life Be…
- Acquirer’s Multiple Stocks Appearing in Einhorn, Dalio, Greenblatt 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…
- Michael Mauboussin: What Separates Great Investors From Average InvestorsHere’s a great interview with Michael Mauboussin in the latest Graham & Doddsville newsletter in which he discusses his insights on his value investing strategy and process. Als…