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- Charlie Munger: The First Rule Of Value InvestingHere’s a great interview with Charlie Munger and Yahoo Finance Editor-In-Chief Andy Serwer. During the interview Munger discusses the first rule of value investing: Value invest…
- Bruce Greenwald: “You Are Who You Are. That’s Why I’m Not Really A Professional Investor!”We’ve just been reading through the latest issue of the Graham & Doddsville newsletter featuring a great interview with Mark Cooper and Bruce Greenwald. Mark Cooper is a co-port…
- Warren Buffett’s Three Best Investing Tips — Including ‘Margin of Safety’ — ExplainedHere’s a great article at CNBC discussing Warren Buffett’s three best investing tips, including margin of safety: Warren Buffett believes investors should buy stocks within thei…
- Seth Klarman: Successful Value Investing Requires A Multi-Strategy ApproachBack in 2008 Columbia Business School celebrated the 75th anniversary of the publication of Benjamin Graham and David Dodd’s Security Analysis. The anniversary celebration, host…
- This Week’s Best Investing ReadsHere is a list of this week’s best investing reads: Is Book Value as Relevant as it used to be? (Part 1) (csinvesting) Inertia: The Force That Holds the Universe Together (Farna…
TIP Mastermind Group Discussion (Including Tobias Carlisle) 2nd Qtr 2018Every quarter the Mastermind Group from The Investor’s Podcast gets together to discuss their latest investment ideas. In this episode, each member of the group recommends a sto…- Acquirer’s Multiple Stocks Appearing in Marks, Simons, 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…
- Barron’s: Are Value Stocks Ready To Grow AgainHere’s a great article from Barron’s which discusses the future of value investing. Here is an excerpt from that article: Quick: Name a famous investor. Whether you thought of a…
- John Maynard Keynes: Only In The Stockmarket Do We Frequently Attempt To Revalue Businesses Hourly, Daily, And WeeklyOne of the best books ever written on investing and investor psychology is – The General Theory of Employment, Interest, and Money, by John Maynard Keynes. One passage in partic…
- Charlie Munger: The Stock Picking Industry Is Four Or Five Percent Super-Rational, Disciplined People, And The Rest Of Them Are Sort Of Like Faith-Healers Or ShamansOne of the best resources for investors are the Daily Journal Annual Meetings chaired by Charles Munger. During the 2015 Annual Meeting Munger was asked the following question r…
- Seth Klarman: Interplanetary Visitors Would Question Our Intelligence If They Examined The Behavior Of Financial Market ParticipantsOne of the best book’s ever written on investing is Margin of Safety, by Seth Klarman. In one passage in particular Klarman illustrates how interplanetary visitors would questio…
- This Week’s Best Investing ReadsHere is a list of this week’s best investing reads: 50 Ways The World is Getting Better (A Wealth of Common Sense) How? (The Irrelevant Investor) How The Flattening Yield Curve …
- Acquirer’s Multiple Stocks Appearing in Dalio, Simons, 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…
- James Montier: “Finance Has Turned The Art Of Transforming The Simple Into The Perplexing Into An Industry”Some years ago James Montier wrote a great paper called – Was It All Just A Bad Dream? Or, Ten Lessons Not Learnt. Montier’s states that we can learn a great deal about investin…
- Howard Marks: The Two Main Risks In The Investment WorldOne of the best resources for investors are Howard Marks’ memos. One of our favorite memos here at The Acquirer’s Multiple is one he wrote called – Warning Signs in which Marks …
- Interview with Brad Lamensdorf of The ActiveAlts Contrarian ETF (NASDAQ: SQZZ)Tobias Carlisle (TC): Today I have with me Brad Lamensdorf, who has an interesting background. He started his career in hedge funds working for the Bass family in Texas, ran his…
- Charlie Munger: The Parable Of BasiclandSeveral years ago, Charles Munger wrote a great piece called – Basically, It’s Over – A parable about how one nation came to financial ruin. Munger provides a cautionary warning…
- This Week’s Best Investing ReadsHere is a list of this week’s best investing reads: My Berkshire Hathaway Reflections (Farnam Street) The U.S. Stock Market’s Impressive Outperformance May Be Coming To An End (…