In his book – Soros on Soros, George Soros says he is a contrarian investor who is cautious about going against the herd. He follows trends most of the time but looks for inflection points where trends may reverse. His approach assumes markets are wrong, allowing him to identify flaws … Read More
George Soros: How Market Action Shapes Investment Decisions
In his book – The Alchemy of Finance, George Soros argues that his approach to financial markets, which emphasizes the perspective of a participant rather than a purely scientific method, is validated. Scientific methods lead to the random walk theory, which fails to account for the trial-and-error process participants experience. … Read More
George Soros: The Boom/Bust Cycle Explained
In his book Soros On Soros: Staying Ahead Of The Curve, George Soros explains the boom/bust cycle. Here’s an excerpt from the book: Usually the process starts with a trend that is not yet recognized. When it becomes recognized, the recognition tends to reinforce it. In this initial phase, the … Read More
George Soros: I Believe That Market Prices Are Always Wrong
In his book – The Alchemy of Finance, George Soros discusses why he always starts with a view that market prices are wrong in the sense that they present a biased view of the future. Here’s an excerpt from the book: When I became a fund manager I was putting … Read More
George Soros: Building A Three-Dimensional Portfolio
In the book – Staying Ahead Of The Curve, George Soros explains how he built his three-dimensional portfolio to minimize risk and maximize opportunities. Here’s an excerpt from the book: Yes. It is a rather unusual structure, because we use leverage. We position the fund to take advantage of larger … Read More
George Soros: Top Buys, Top Sells (Q1 2020)
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
George Soros: Q3 2019 – 5 Top New Buys, 5 Top Sold Out Positions
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
George Soros – Top 10 Holdings Q2 2019
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
George Soros – Top 10 Holdings Q1 2019
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
George Soros – Top 10 Holdings Q4 2018
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George Soros: Q3 2018 Top 10 Holdings
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
George Soros: Top 10 Holdings, New Buys, Sold Out Positions
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
George Soros: How Investors Can Stay Ahead Of The Game
One of our favorite investing books here at The Acquirer’s Multiple is Soros on Soros by George Soros, It’s written in an interview-style narrative with Byron Wien, Managing Director at Morgan Stanley, and with German journalist Krisztina Koenen. There’s a great passage in the book in which Soros discusses his approach … Read More
George Soros: “I Believe That Market Prices Are Always Wrong In The Sense That They Present A Biased View Of The Future”
One of our favorite investing books here at The Acquirer’s Multiple is The Alchemy of Finance by George Soros. There’s one passage in particular which encapsulates Soros’ successful approach to investing and what makes him different to most other investors. Soros writes: In the first ten years of my business … Read More
George Soros – I Would Rather Call Myself An Insecurity Analyst
One of our favorite investors here at The Acquirer’s Multiple is George Soros and one of my favorite Soros books is Soros on Soros: Staying Ahead of The Curve. The book interweaves financial theory and personal reminiscence, political analysis and moral reflection to offer a compelling portrait of the world (and its … Read More
Stanley Druckenmiller – The Greatest Lesson I Ever Learned From George Soros
What separates average investors from superinvestors is their ability to make big bets when they think they’re right. The question is, how do you develop such an aggressive mindset. Fortunately, one answer can be found in the book – The New Market Wizards, by Jack Schwager. There is one passage … Read More
James Montier – Here’s How Soros Successfully Safeguards Against Making Recurring Mistakes
As investors we all pat ourselves on the back, telling ourselves how smart we are when a stock that we picked outperforms. At the same time we can find dozens of reasons, excluding our own poor judgement, when another stock pick gets hammered. The reason in behavioral investing terms is … Read More