One of the firms that we like to follow closely here at The Acquirer’s Multiple is O’Shaughnessy Asset Management (OSAM), which is run by Jim and Patrick O’Shaughnessy and their team. OSAM recently released it Q218 Shareholder letter which provides some great insights on the future of value investing and why OSAM … Read More
Bill Nygren’s Oakmark Funds Says Inactivity In Investing Remains The Optimal Strategy
One of the investor’s we follow closely here at The Acquirer’s Multiple is Bill Nygren. Nygren has been a manager of the Oakmark Select Fund since 1996, Oakmark Fund since 2000 and the Oakmark Global Select Fund since 2006. He is also the Chief Investment Officer for U.S. Equities at … Read More
Mario Gabelli: We’ll Use The Same Guiding Principles To Avoid Over-Paying For A Company’s Intrinsic Value And Lose Less During Market Manias
One of the investors we follow closely here at The Acquirer’s Multiple is Mario Gabelli, Founder, Chairman and CEO of GAMCO Investors, Inc. Gabelli recently did a Q&A session with some folks at Reddit which provided some great value investing insights. Here’s an except from the thread on Reddit: Hello Reddit! … Read More
Sequoia Fund: A Great Value Investing Mindset Creates A Substainable Advantage
One of the value investing firms that we follow closely here at The Acquirer’s Multiple is Ruane, Cunniff & Goldfarb (RCG), the investment adviser best known for managing the Sequoia Fund. RCG recently released its Q2 2018 Investor Letter. For the second quarter of 2018, Sequoia Fund generated a total return … Read More
Is David Einhorn’s Underperformance A Sign That Value Investing Is Set to Return
Here’s a great article at CNBC which discusses the similarities between David Einhorn’s current performance and that of Julian Robertson’s Tiger Management back in 1999/2000. In terms of what Einhorn’s current performance means for the future of value investing, the article makes the following point: “The down-on-his-luck investor [Einhorn] may … Read More
Is It Time For Value Investing to Return to the Limelight?
Here’s a great article from Peter Langerman at Franklin Templeton Investments where he discusses an optimistic outlook for value investing. Here’s an excerpt from that article: We believe macroeconomic developments in the United States and elsewhere could prove a fillip to value investing after several years of underperformance. The combination … Read More
Warren Buffett’s Three Best Investing Tips — Including ‘Margin of Safety’ — Explained
Here’s a great article at CNBC discussing Warren Buffett’s three best investing tips, including margin of safety: Warren Buffett believes investors should buy stocks within their “circle of competence” and at attractive values to succeed in the stock market. Buffett’s track record is unparalleled. From 1965 to 2017, Berkshire Hathaway’s … Read More
Barron’s: Are Value Stocks Ready To Grow Again
Here’s a great article from Barron’s which discusses the future of value investing. Here is an excerpt from that article: Quick: Name a famous investor. Whether you thought of a celebrity like Warren Buffett, a less famous (but no less successful) hedge fund manager like Seth Klarman, or reached into … Read More
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