Howard Marks recently released his latest memo titled, There They Go Again…Again. As usual it’s full of a number of great investing insights. One which struck a chord with me was his thoughts on the debate over active versus passive investing and the huge shift towards passive. Marks warns passive … Read More
Ray Dalio – When Investors Are Making Money, Which Is Typically After A Large Price Rise, Doing The Opposite Is A Good Idea
One of our favorite investors here at The Acquirer’s Multiple is Ray Dalio, and one of the best Dalio interviews is in the book, Hedge Fund Market Wizards: How Winning Traders Win, by Jack Schwager. The book provides successful trading philosophies and strategies from fifteen traders who’ve consistently beaten the markets. In this … Read More
Charlie Munger – Great Investors Must Be Able To Adapt To A Changing Business Environment
Earlier this year Berkshire Hathaway Vice-Chairman Charlie Munger was interviewed at the 2017 Daily Journal Annual Meeting. Munger spent time answering questions on a number of subjects including deferred gratification, polymath, filial duties, and the psychology of human misjudgment. The breadth of his knowledge is quite astounding. While the interview is … Read More
Peter Lynch – In Investing The Person That Turns Over The Most Rocks Wins The Game
One of my favorite all time investors is Peter Lynch. As the manager of the Magellan Fund at Fidelity Investments between 1977 and 1990, Lynch averaged a 29.2% annual return, consistently more than doubling the S&P 500 market index and making it the best performing mutual fund in the world. During his tenure, assets under management increased from $18 … Read More
Investors Shouldn’t Compare Their Performance To Others – Here’s Why
Great article by Ian Cassell at MicroCapClub titled, Don’t Compare Yourself To Others. Ian covers two important issues that all investors can relate to. The first is how to sit still while others are making money, because you can’t find stocks that fit your strategy. The second is how to … Read More
5 Things to Consider Before Buying Today’s Hot Investment
The New York Times provides 5 great tips for investors that are considering buying today’s hottest stocks. Here’s and excerpt from that article: We are again nearing what appear to be all-time highs in the stock market, and when that happens, people tend to say and do strange things. This … Read More
One of The Best Investing Tweets of 2017. So Far!
One of the best blogs in our Top 50 Investing Blogs 2017 is Morgan Housel at The Collaborative Fund Blog, and one of the best investing tweets for 2017 is this one which encapsulates everything you need to know as an investor: Everything I’ve learned about investing points to the … Read More
Know What Kind Of Investor You Are Before You Get Caught Up In The Latest Hysteria
Josh Brown at The Reformed Broker says calm the f*** down when it comes to the latest stock market hysteria. Here’s an excerpt from his article: Take a step back and look at the last six months – here’s the quilt, dating back to just before the start of this … Read More
If You Own A Great Stock, But The Price Isn’t Going Up, Hang On!
Great article from Ian Cassel at MicroCapClub who discusses the age old problem of owning a stock that just won’t go up even though you know it’s a great business. Here’s an excerpt from that article: If you knew a stock you owned today wasn’t going to go up for … Read More