Jeremy Grantham – 10 Timeless Investing Lessons

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One of the firms we watch closely here at The Acquirer’s Multiple is GMO and its co-founder, Jeremy Grantham. Grantham successfully predicted numerous financial asset bubbles. He warned against the dot-com bubble and vulnerability in the U.S. stock market leading up to the financial crisis. Over the years his shareholder letters have provided valuable insights for investors. One of my favorites … Read More

Jeremy Grantham – The Market Appears Not To Care At All About The Past Or To Learn Much From It

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One of our favorite investors here at The Acquirer’s Multiple is Jeremy Grantham at GMO. GMO recently released its Q2 2017 Commentary in which Grantham highlights that while many believe we are living in a new era of investing, behaviorally nothing has changed in 92 years. Here’s an excerpt from that commentary: Now, cutting across that previous attempt to understand … Read More

America Is Great. Home Country Bias Ain’t (GMO)

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Here’s a great article from the team at GMO that demonstrates how “home country bias” may be hurting your performance. Home country bias means investors have a natural tendency to focus their investments in companies and markets in their own country. Here’s an excerpt from that article:

Jeremy Grantham: The Rules Have Changed for Value Investors

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GMO Co-founder Jeremy Grantham recently did an interview with Wealthmanagement.com in which he discusses how the world has changed for value investors. He says, “Since 2000, it’s become much more complicated. The rules have shifted. We used to say that this time is never different. I think what has happened from 2000 until today is a challenge to that. Since … Read More