Murray Stahl: “Perhaps A Superior Method To Reduce Portfolio Risk Could Be To Have No Diversification. If You Had Only One Holding”

Johnny HopkinsInvesting Strategy, Murray StahlLeave a Comment

We’ve just been reading the latest Q318 market commentary by Murray Stahl which discusses the possible benefits of concentrating ones portfolio to achieve outperformance. His article illustrates how this concentrated approach led to some serious outperformance by three of the greatest investors of all time, Warren Buffett, Charles Munger, and … Read More

Murray Stahl: We Find Things That Nobody Wants To Buy For A Reason That Is Not Related To Fundamentals Of Valuation

Johnny HopkinsInvesting Strategy, Murray StahlLeave a Comment

One of the investors we like to follow closely here at The Acquirer’s Multiple is Murray Stahl, CEO of Horizon Kinetics. Stahl has a particular knack of finding investment opportunities in ‘special situations’. In this interview with Ticker he discusses areas where investors can find these opportunities saying: “In a … Read More