Here’s a great article at Bloomberg about Todd Combs titled – The Billionaire Whisperer Who United Bezos, Buffett and Dimon. The article provides some great insights into Combs, the young hedge fund manager who runs a significant portion of Berkshire’s investment portfolio, and is being heavily touted as Buffett’s successor. … Read More
Ed Thorp: The Best Thing You Can Do Is To Educate Yourself To Think Clearly And Rationally
Here’s a great interview with Ed Thorp at Barron’s in which Thorp discusses how he was able to beat the casinos. How the stock market is like a casino. His current portfolio. And some of the important lessons he’s learnt in investing. An excerpt from that article: In 1962, the … Read More
This Week’s Best Investing Reads
Here is a list of this week’s best investing reads: Finding Deep Value Stocks with the Acquirer’s Multiple (blog.validea.com) Understanding Speed and Velocity: Saying “NO” to the Non-Essential (Farnam Street) Some Perspective on Investing Advice (A Wealth of Common Sense) The Easy Pickings (The Irrelevant Investor) How The Passive Investing Mania Undermined Its Most Basic Assumption, Part … Read More
This Week’s Best Investing Reads
Here is a list of this week’s best investing reads: Goldilocks And The Liquidity Bears (The Felder Report) The Race to A Trillion (The Irrelevant Investor) What Really Fueled The Bull (The Reformed Broker) Half Life: The Decay of Knowledge and What to Do About It (Farnam Street) The Power of Narrative (A Wealth of Common Sense) Ironies of Luck (Collaborative … Read More
This Week’s Best Investing Reads
Here’s a list of this week’s best investing reads: Now or Later? (The Irrelevant Investor) Fear and Greed are Undefeated (The Reformed Broker) Friction: The Hidden Reality of What Holds People Back (Farnam Street) Some Finance Phrases I Find Annoying (A Wealth of Common Sense) Spinoffs – A Favorite Of Joel Greenblatt (ValueWalk) How a volatile stock market turns investors … Read More
This Week’s Best Investing Reads
Here is a list of this week’s best investing reads: Questions For the Next Bear Market (A Wealth of Common Sense) The Falling Marginal Productivity of Debt (csinvesting) The ‘Index Of The Volume Of Speculation’ Hits A New Record High (The Felder Report) Why Doesn’t More Money Make Us Happy? (The Irrelevant Investor) The Next Warren Buffett Will Be … Read More
This Week’s Best Investing Reads
Here is a list of this week’s best investing reads: Changes in the Finance Industry; A Hatchet Job on Buffett (csinvesting) Your First Thought Is Rarely Your Best Thought: Lessons on Thinking (Farnam Street) Decision Regret (A Wealth of Common Sense) Defeating Nonsense with Evidence (The Reformed Broker) Amazon Adds A McDonald’s In Market Cap In The Month Of … Read More
WSJ: It Might Finally Be Value Stocks’ Time to Shine
Here’s a great article at the WSJ which discusses the possibility of a value investing comeback in 2018. Here’s an except from that article: A little volatility might be what value stocks need to get their mojo back. Such stocks–which tend to have slow but steady earnings growth and cheap … Read More
This Week’s Best Investing Reads
Here’s a list of this week’s best investing reads: The Drawbacks of Behavioral Finance During a Market Correction (A Wealth of Common Sense) Winning the Battle, Losing the War (Farnam Street) Passive My A** (The Reformed Broker) Warren Buffett Shares Stories About Two Remarkable Immigrant Small Business Owners (Yahoo Finance) Why Investors Truly Have ‘Nothing To Fear … Read More
Forbes: Market Shift Coming – Value Stocks Overtake Growth In 2018
Here’s a great article at Forbes that discusses the possibility of value investing overtaking growth in 2018. Here’s an excerpt from that article: Since March 2009, growth and value stocks have pushed the U.S. stock market forward, with the two categories swapping leadership along the way. Until 2017, that is, … Read More
Market Volatility Is A Value Investor’s Best Friend
Here’s a great article by Gary Smith at MarketWatch. Smith, the author of “Money Machine: The Surprisingly Simple Power of Value Investing” illustrates how market volatility provides great opportunities for value investors saying: “In fact, stock market volatility is a value investor’s best friend. Stock prices fluctuate far more than … Read More
This Week’s Best Investing Reads
Here is a list of this week’s best investing reads: Making the Most of Second Chances (Farnam Street) It’s Not Too Late (A Wealth of Common Sense) We’ve Just Had a Taste of What the Tightening Will Be Like (Ray Dalio) What Investors Should Be Thinking Right Now (The Reformed Broker) A Few Charts And A Few … Read More
Morningstar: Value Investing: Patience Will Be Rewarded
Here’s a great article from Morningstar which discusses the importance of patience as a value investor. One of the key takeaways is: “However, by anchoring investment decisions to value, we can navigate challenging circumstances and look through market noise and emotion to identify and take advantage of opportunities that may … Read More
Burton Malkiel – How to Invest in an Overpriced World
Here’s a great article at the WSJ by Burton Malkiel, author of A Random Walk Down Wall Street and Chief Investment Officer of Wealthfront. Malkiel provides two strategies that might be worth considering in an overpriced world saying: “What, then, can an investor do to control risk? The two strategies that … Read More
This Week’s Best Investing Reads
Here’s a list of what we’ve been reading here at The Acquirer’s Multiple this week: Acquirer’s Multiple, Yog Berra and Financial Satire, and Hedge Fund Quiz (csinvesting) Bayes and Deadweight: Using Statistics to Eject the Deadweight From Your Life (Farnam Street) What To Do When Your Stocks Are Soaring? (A Wealth of Common Sense) Markets Can … Read More
The Acquirer’s Multiple Gazette – (Investing Reads, Podcasts, Tweets, Superinvestor News)
The Acquirer’s Multiple Gazette is a roundup of this week’s best investing reads, podcasts, tweets and superinvestor news: Investing Reads What’s Wrong With Value? (The Irrelevant Investor) 180 Years of Stock Market Drawdowns (A Wealth of Common Sense) Stock Market Reversals Can Cause Recessions Too (The Reformed Broker) What You Can Learn from Fighter Pilots About Making … Read More
The Acquirer’s Multiple Gazette – (Investing Reads, Podcasts, Tweets, Superinvestor News)
The Acquirer’s Multiple Gazette is a roundup of this week’s best investing reads, podcasts, tweets and superinvestor news: Investing Reads Buffett on Start-Up Investing (csinvesting) Poker, Speeding Tickets, and Expected Value: Making Decisions in an Uncertain World (Farnam Street) According To These 3 Measures The Stock Market Is Now Literally Off The Charts (The Felder Report) … Read More
The Acquirer’s Multiple Gazette – (Investing Reads, Podcasts, Tweets, Superinvestor News)
The Acquirer’s Multiple Gazette is a roundup of this week’s best investing reads, podcasts, tweets and superinvestor news: Investing Reads Complexity Bias: Why We Prefer Complicated to Simple (Farnam Street) Will Big Tech Do The Right Thing? (The Felder Report) The Fatal Mistake Crypto Investors are Making Now (The Reformed Broker) 10 Things Investors Can Expect in … Read More
Reuters – Value Stocks Expected To Jump In 2018
Here’s an article from Reuters, written by David Randall, that should be of interest to value investors, regarding the prospects of value stocks in 2018. NEW YORK (Reuters) – Value stocks are getting a once-over from some U.S. growth fund managers in early 2018 as they prowl for overlooked shares … Read More
This Week’s Best Investing Reads
Here is a list of this week’s best investing reads: If Everyone Knows Pensions Are Screwed Why Are They Investing In The Exact Same Fashion? (The Felder Report) My Favorite Charts (The Irrelevant Investor) Dow 25,000 (The Reformed Broker) Profit Margins, Bayes’ Theorem, and the Dangers of Overconfidence (Jesse Livermore) When Things Don’t Make Any Sense (A Wealth … Read More