Tag Archive

Here is a list of this week’s best investing reads: My Berkshire Hathaway Reflections (Farnam Street) The U.S. Stock Market’s Impressive Outperformance May Be Coming To An End (The Felder Report) More Than Never. Less Than Always (A Wealth of Common Sense) The Most Hated Tax Cut Ever? (The Reformed Broker) The What-Ifs (The Irrelevant Investor) Buffett at his Best (csinvesting) Some Things … Read More

Here is a list of this week’s best investing reads: EVERYTHING You need to understand Markets (csinvesting) First Principles: The Building Blocks of True Knowledge (Farnam Street) Why We May Be Headed For Another ‘Minsky Moment’ (The Felder Report) Here We Go Again? (The Irrelevant Investor) Will it hold? (The Reformed Broker) How the Bear Stearns Meltdown Wrecked Something More Valuable … Read More

Here’s a great article at Bloomberg that discusses the changing landscape for active investors. The article reports that more and more active managers are moving to smaller, more focused portfolios. The logic behind the shift is that a smaller, more focused portfolio is more likely to achieve outperformance as it … Read More

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

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

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

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

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 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 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

Here is a list of this week’s best investing reads: The Experts Are Wrong Again (csinvesting) One Final Puff (The Irrelevant Investor) You’re on your own now (The Reformed Broker) It’s never been a better time to be a contrarian. (13D Research) The Urban Dictionary is surprisingly up-to-date: nocoiner edition (Bronte Capital) Stock Market Valuations Won’t Predict the Next Crash (A Wealth … Read More

Here’s a list of this week’s best investing reads: 2017 Has Been a Remarkable Run For Stocks (A Wealth of Common Sense) Disrupt Yourself and Grow (MicroCapClub) Why Young Investors Should Hope For a Crash (The Irrelevant Investor) TIP169: Jesse Felder – FANG Stocks, Crypto, Central Banks, Inflation (The Investors Podcast)   Sometimes it’s not complicated (The … Read More

Here’s a list of this week’s best investing reads: 10 Questions: Todd Combs (FSU Alumni) Intrinsic Value–Objective or Subjectively Determined? (csinvesting) Bloomberg Pronounces The Early Death Of The Traditional Long-Short Hedge Fund Model (Zero Hedge) A Twist (The Reformed Broker) Jim Simons, The Numbers King (The New Yorker) What’s Eating Bill Ackman (The Institutional … Read More

Here is a list of this week’s best investing reads: Being in Control of Your Own Time (A Wealth of Common Sense) Q&A with Tom Jacobs editor of Fortunes in Special Situations in the Stock Market: The Authorized Edition (Abnormal Returns) A Little Knowledge is Dangerous (Of Dollars And Data) Spin Gold From Spinoffs: A … Read More

Here is a list of some of this week’s best investing reads: Financial News Doesn’t Rhyme But It Does Repeat Itself (A Wealth of Common Sense) The Price of Progress (The Irrelevant Investor) Bulls Rampage (csinvesting) Life Lessons from a Self-Made Billionaire: My Conversation with Ray Dalio (Farnam Street) Why You Don’t Want to Invest Like an Expert (Jason Zweig) … Read More