One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More
TAM Stock Screener – Stocks Appearing in Greenblatt, Simons, Griffin Portfolios
One of the new weekly additions here at The Acquirer’s Multiple features some of the top picks from our Stock Screeners and some top investors who are holding these same picks in their portfolios. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray … Read More
50 Of The Best Investing Books Of All Time
Last week we put together our list of 150 of the best investing blogs on the planet for 2018. This week we’ve compiled a list of what we consider to be 50 of the best investing books of all time. The Best Investing Books of All Time This list is … Read More
TAM Stock Screener – Stocks Appearing in Dalio, Greenblatt, Grantham Portfolios
One of the new weekly additions here at The Acquirer’s Multiple features some of the top picks from our Stock Screeners and some top investors who are holding these same picks in their portfolios. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray … Read More
AM Stock Screener – Stocks Appearing in Buffett, Miller, Tepper Portfolios
One of the new weekly additions here at The Acquirer’s Multiple features some of the top picks from our Stock Screeners and some top investors who are holding these same picks in their portfolios. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray … Read More
AM Stock Screener – Stocks Appearing in Abrams, Greenblatt, Price Portfolios
One of the new weekly additions here at The Acquirer’s Multiple features some of the top picks from our Stock Screeners and some top investors who are holding these same picks in their portfolios. Investors such as Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, and … Read More
Acquirer’s Multiple Stocks Appearing in Dalio, Greenblatt, Simons Portfolios
One of the new weekly additions here at The Acquirer’s Multiple features some of the top picks from our Stock Screeners and some top investors who are holding these same picks in their portfolios. Investors such as Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, and … Read More
Acquirer’s Multiple Stocks Appearing in Icahn, Dalio, Greenblatt Portfolios
One of the new weekly additions here at The Acquirer’s Multiple features some of the top picks from our Stock Screeners and some top investors who are holding these same picks in their portfolios. Investors such as Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, and … Read More
Nassim Taleb: How Frequent The Profit Is Irrelevant; It Is The Magnitude Of The Outcome That Counts
Here’s a great investing lesson by Nassim Taleb from his book Fooled by Randomness. Similarly to Michael Mauboussin in this article, Taleb makes the point that it’s not how frequently you profit from your investments that important, it’s the magnitude of the outcome that counts. Here’s an excerpt from the book: … Read More
Acquirer’s Multiple Stocks Appearing in Greenblatt, Gabelli, Grantham Portfolios
One of the new weekly additions here at The Acquirer’s Multiple features some of the top picks from our Stock Screeners and some top investors who are holding these same picks in their portfolios. Investors such as Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, and … 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
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
Mohnish Pabrai – “Stop Losses Make No Sense” – Here’s Why
Mohnish Pabrai recently did a great interview with BloombergQuint, the Indian financial news organisation. While Pabrai has said many times that he’s not a fan of stop-losses, in this interview he provides a great example of how stop-losses can seriously hurt your performance. Here’s an excerpt from the interview: Pabrai: … Read More
Damodaran, Fisher & Steinhardt On Successful Contrarian Investing
While a lot has been written about the importance of going against the herd in order to be a successful investor, it’s important to remember what a couple of very successful investors and one finance professor had to say on the subject. A long time ago, famous value investor Philip … Read More
Michael Burry – Search For Unpopular Companies That Look Like Road Kill
One of our favorite value investors here at The Acquirer’s Multiple is Michael Burry. Burry was the founder of the hedge fund Scion Capital, which he ran from 2000 until 2008. He later closed the fund to focus on his own personal investments. Burry was one of the first investors to … Read More
Ron Muhlenkamp – The 3 Year Rule That Reduces The Volatility In Your Portfolio
Most investors check their portfolio every day or every week to see how it’s performing. The problem with that is that the patience of these investors is often exhausted with the inevitable short-term swings in the market. This eventually leads to investors losing their nerve and acting on the short-term … Read More
Johnny’s TAM Portfolio Up 10.68%
Here’s an update on my Acquirer’s Multiple (TAM) Live Portfolio. As you can see below, my TAM Portfolio is up 10.68% since inception. Largest gains to date have come from Global Sources Ltd. (Bermuda) (NASDAQ:GSOL) up 142%, Fiat Chrysler Automobiles NV (NYSE:FCAU) up 134%, and FreightCar America, Inc (NASDAQ:RAIL) up 82%. Biggest … Read More
20 Timeless Investing Lessons From Joel Greenblatt
One of our favorite investors here at The Acquirer’s Multiple is Joel Greenblatt. Greenblatt is the Managing Partner of Gotham Capital, a hedge fund that he founded in 1985, and a Managing Principal of Gotham Asset Management. He is also the author of four books, You Can Be A Stock … Read More
Undervalued Continental Materials Corp Trading At 25% Discount to TBV
One of the cheapest stocks in our Acquirer’s Multiple, Small & Micro Cap – Stock Screener is Continental Materials Corporation (NYSEMKT:CUO). With a market cap around $34 million, few investors have ever heard of this undervalued nano-cap. Continental Materials Corporation (Continental) produces and sells heating, ventilation, and air conditioning (HVAC) products; and construction … Read More
Undervalued InterDigital, Inc, Well Positioned For Growth In 5G And The IoT
One of the cheapest stocks in our All Investable – Stock Screener is InterDigital, Inc. (NASDAQ:IDCC). InterDigital Inc (InterDigital) designs and develops advanced technologies that enable and enhance wireless communications and capabilities. Since 1972, InterDigital engineers have designed and developed a wide range of innovations that are used in digital cellular and wireless … Read More