Forget Wall Street! 5 Stages of a Humble Investing Strategy – James Montier

Johnny HopkinsJames Montier, ResourcesLeave a Comment

James Montier is a member of GMO’s Asset Allocation team. Prior to joining GMO in 2009, he was co-head of Global Strategy at Société Générale. Montier is an expert in behavioral investing and the author of several books including: Behavioural Investing: A Practitioner’s Guide to Applying Behavioural Finance Value Investing: Tools … Read More

The Bible On Capital Allocation plus His Checklist – Michael Mauboussin

Johnny HopkinsMichael Mauboussin, ResourcesLeave a Comment

There are a number of metrics that we use here at The Acquirer’s Multiple to establish a company’s valuation, quality and shareholder returns. One of my favorites, provided by our Deep Value Stock Screener, is Shareholder Yield. Shareholder Yield tells us what’s being returned to shareholders through a combination of dividends and … Read More

The Opportunity For Value Investing Right Now Is One of The Best I’ve Ever Seen – Charles Brandes

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(Image Courtesy, institutionalinvestor.com) Charles Brandes is the chairman of Brandes Investment Partners. He started the firm in 1974, and manages multiple portfolios including US equity and Global Equity. Brandes Investment Partners has $26.6 Billion in Assets Under Management, as of June 2016. He has described his value investing strategy as: “Guided by … Read More

Which Investing Style Is Better, Eddie Lampert or Seth Klarman? – Zeke Ashton

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Zeke Ashton is the founder and managing partner of Centaur Capital Partners. Founded in 2002, Centaur Capital Partners specializes in value-oriented investment strategies. Prior to launching Centaur Capital, Ashton served as an investment analyst and featured writer for The Motley Fool, an investment media company. From 1995 – 2000, Ashton … Read More

How To Think About The Impact of Technlogy In Investing – Tom Gayner (Markel Corporation)

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Tom Gayner is the Co-Chief Executive Officer at Markel Corporation, a holding company for insurance, reinsurance, and investment operations around the world. Markel has often been compared to Berkshire Hathaway in the way that it invests its insurance float in other businesses. Gayner has been a very successful value investor over the years. His equity portfolio … Read More

What Are The Three Components Of An Equity Investment’s Return – Mason Hawkins

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(Image Credit, marcellusdrilling.com) Mason Hawkins has been Chairman and Chief Executive Officer of Southeastern Asset Management since 1975. Southeastern Asset Management is a privately owned, global investment management firm and the investment advisor to the Longleaf Partners Funds with over $20 Billion in Assets Under Management. Southeastern Asset Management have consistently … Read More

Deep Value Investing – Amit Wadhwaney

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(Image Credit, youtube.com) Amit Wadhwaney is a Portfolio Manager and Co-Founding Partner at Moerus Capital Management LLC, and the founding manager of the Moerus Worldwide Value Fund. Wadhwaney has over 25 years of experience researching and analyzing investment opportunities in developed, emerging, and frontier markets worldwide, and has managed global … Read More

What Does It Take To Be A Successful Contrarian Value Investor – John Rogers

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(Image Credit, cnbc.com) John Rogers is a true contrarian value investor. In 1983, Rogers founded Ariel Investments headquartered in Chicago. Since its inception, Ariel Investments has grown from 2 to 88 employees with $10.7 billion in Assets Under Management (2015). In 2008, he was awarded Princeton University’s highest honor, the Woodrow … Read More

Going For Too Much Certainty Can Hold You Back – There Is No Certainty – Glenn Greenberg

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Glenn Greenberg is the founder and portfolio manager of Brave Warrior Capital. Previously, Greenberg ran Chieftain Capital Management, which he founded in 1984. Brave Warrior Capital has $3.2 Billion in Assets Under Management. Mr. Greenberg holds an English degree from Yale and is a graduate of Columbia Business School. When he … Read More

Charlie Munger Told Mohnish Pabrai – An Investor Only Needs To Do Three Things (Video)

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Mohnish Pabrai is Managing Partner of Pabrai Investment Funds. Pabrai started with $1 million in 1999, and the Pabrai Funds has grown to over $400 million in assets under management. Pabrai also wrote The Dhandho Investor: The Low-Risk Value Method to High Returns, which is a comprehensive value investing framework for the … Read More

How To Find Good Businesses Using A Three-Legged Milking Stool – Chuck Akre

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(Image Credit, dailymotion.com) Chuck Akre is the founder of Akre Capital Management LLC. His firm has $4.8 Billion in Assets Under Management (Form ADV from 2015-11-01). Akre uses a classic value approach in selecting companies for his portfolio. He likes to buy companies with strong business model demonstrating consistent earnings growth, high … Read More