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- Acquirer’s Multiple Stocks Appearing in Pzena, 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…
- Daniel Kahneman: The Illusion of Stock-Picking SkillFor the majority of stock pickers successful investing is thought to be based on some degree of skill. The truth is however that successful stock picking for most amateur and pr…
- Warren Buffett: The Prototype Of A Dream BusinessWarren Buffett has often spoken about the importance of a business moat. In a presentation to the MBA students at the University of Florida Buffett said: “I want a business with…
- Charlie Munger Can Be Merciless If He Believes He Has Caught Someone In An Act Of Silly Self-DeceptionOne of the most commonly used terms in the world of investing is – Cost of Capital. According to the Harvard Business Review website: – “The cost of capital is simply the return…
- Seth Klarman: “Most Investments Are Dependent On Outcomes That Cannot Be Accurately Foreseen”Much has been written about the best way to calculate the present and future values of a business for investment. But as Seth Klarman points out in his book – Margin of Safety, …
- This Week’s Best Investing ReadsHere is a list of this week’s best investing reads: EVERYTHING You need to understand Markets (csinvesting) First Principles: The Building Blocks of True Knowledge (Farnam Stree…
- Acquirer’s Multiple Stocks Appearing in Greenblatt, Simons, Gabelli, Paulson, 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…
- Active Managers Shifting To Smaller, More Focused Portfolios To Achieve OutperformanceHere’s a great article at Bloomberg that discusses the changing landscape for active investors. The article reports that more and more active managers are moving to smaller, mor…
- Seth Klarman: Mainstream Investing Has It BackwardsSome years ago Seth Klarman gave a fantastic speech at the MIT Sloan Investment Management Club. During his speech Klarman suggested that the mainstream approach to investing ha…
- Howard Marks: “Extreme Predictions Are Rarely Right, But They’re The Ones That Make You Big Money”One of the best resources for investors are Howard Marks’ annual memos. They provide a number of valuable investing insights for investors. One such example can be found in the …
- Joel Greenblatt: You’re Not Likely To Be The Next Buffett Or Lynch. Figuring Out Which Businesses Are The Great Ones Is The Tough PartOne of the best investing books ever written was – You Can Be A Stock Market Genius, by Joel Greenblatt. It’s a must read for all investors. There’s one passage in particular in…
- This Week’s Best Investing ReadsHere is a list of this week’s best investing reads: Break the Chain: Stop Being a Slave (Farnam Street) Yeah I said it (The Reformed Broker) The Limits to Data (The Irrelevant I…
- Acquirer’s Multiple Stocks Appearing in Marks, Dalio, Druckenmiller 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 Burry: “Ick” Stocks Provide Fertile Ground For Rare Neglected Deep Value SituationsOne of our favorite investors here at The Acquirer’s Multiple is Michael Burry, founder of Scion Capital. His annual letters provide some great insights for value investors. One…
- Mohnish Pabrai: “The good thing about getting wealthy is we don’t need to understand a lot of things!”Here’s a great recent video of Mohnish Pabrai’s presentation at the Peking University (Guanghua School of Management) in December, 2017. The presentation is full of a number of …
- 14 Of Charlie Munger’s Funniest QuotesCharlie Munger is known for his quick wit and sense of humor, and one of the best sources of Munger’s humorous quotes is Poor Charlie’s Almanack. Here are fourteen of Munger’s f…
- This Week’s Best Investing ReadsHere is a list of this week’s best investing reads: On The One Hand… (A Wealth of Common Sense) Sometimes This Sucks (The Irrelevant Investor) Transition (The Reformed Broker) I…
- Acquirer’s Multiple Stocks Appearing in Soros, Einhorn, 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…