Joel Greenblatt: Q32018 Top 10 Holdings

Johnny HopkinsJoel Greenblatt, Portfolio ManagementLeave a Comment

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 here at The Acquirer’s Multiple digging through these 13F-HR documents … Read More

Joel Greenblatt: Redefining ‘Traditional’ Value Investing So That It Never Goes Out Of Favor

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Here’s a great interview with Joel Greenblatt at Bloomberg in which he discusses the types of businesses he’s currently looking for and how he’s redefined the ‘traditional’ value investing strategy so that it never goes out of favor’ Here’s an excerpt from the interview: We try to stick to companies gushing free cashflow. Huge returns on capital, meaning they deploy … Read More

Joel Greenblatt: Today’s Opportunity Set Is Significant

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We’ve just finished reading Joel Greenblatt’s Q318 market commentary in which he says: U.S. Equity Markets Remain Very Expensive (based on our 28 year valuation history) Valuations are high Markets are speculative The Large Disparity Between Growth & Value has continued Outperformance of growth and momentum driven indexes over value has continued through the year to date period (as of … Read More

Joel Greenblatt: 17 Books That Every Investor Should Read

Johnny HopkinsInvesting Books, Joel GreenblattLeave a Comment

We recently started a series called – Superinvestors: Books That Every Investor Should Read. So far we’ve provided book recommendations from: Charles Munger: 32 Books That Every Investor Should Read Seth Klarman: 32 Books That Every Investor Should Read Warren Buffett: 35 Books That Every Investor Should Read Bill Ackman: 11 Books That Every Investor Should Read Together with our … Read More

Joel Greenblatt: Top 10 Holdings, New Buys, Sold Out Positions

Johnny HopkinsJoel Greenblatt, Portfolio ManagementLeave a Comment

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 here at The Acquirer’s Multiple digging through these 13F-HR documents … Read More

Joel Greenblatt Says Opportunity Is There If You Know How to Value Businesses

Johnny HopkinsJoel GreenblattLeave a Comment

Here’s a great interview with Joel Greenblatt speaking to Erik Schatzker at Bloomberg Markets. Greenblatt discusses active versus passive investing and some of the reasons why he still believes active investing is the better option saying: “I was asked to give a speech at Google last year and I started it this way… I said even Warren Buffett says that most … Read More

Joel Greenblatt: You’re Not Likely To Be The Next Buffett Or Lynch. Figuring Out Which Businesses Are The Great Ones Is The Tough Part

Johnny HopkinsJoel GreenblattLeave a Comment

One of the best investing books ever written was – You Can Be A Stock Market Genius, by Joel Greenblatt. It’s a must read for all investors. There’s one passage in particular in which Greenblatt discusses the difficulty of making investment decisions like Warren Buffett or Peter Lynch saying: “The problem is that you’re not likely to be the next Buffett … Read More

Joel Greenblatt – The 3 Golden Rules Of Successful Value Investing

Johnny HopkinsJoel GreenblattLeave a Comment

Here’s a great article published at Forbes recently regarding one of our favorite value investors, Joel Greenblatt. The article is written by Jack Schwager, author of the Market Wizards series, in which he recounts his interview with Joel Greenblatt for one of his books. Schwager recalls some of the insightful parts of the interview included Greenblatt’s successful investing strategy and his three golden … Read More

Acquirer’s Multiple Stocks Featuring In Watsa, Greenblatt, Simons Portfolios

Johnny HopkinsJim Simons, Joel Greenblatt, Prem Watsa, Stock ScreenerLeave a Comment

One of the new weekly additions here at The Acquirer’s Multiple features some of the top picks from our All Investable Stock Screener and some top investors that have added, or are holding these same picks in their portfolios. Investors such as Joel Greenblatt, Jim Simons, Prem Watsa, Jeremy Grantham, and Howard Marks. The top investor data is provided from the latest … Read More

Joel Greenblatt – Individual Investors Can Beat Professional Investors, Here’s How

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A lot of individual investors mistakenly believe that it’s impossible to beat the results achieved by professional investors. This could not be further from the truth according to Joel Greenblatt in his great investing book – The Big Secret for the Small Investor. Greenblatt illustrates how small investors can outperform investing professionals saying: “As individual investors, we have some major … Read More

Superinvestors Agree That Business Schools Don’t Make You A Better Investor

Johnny HopkinsCharles Munger, Joel Greenblatt, Mohnish Pabrai, Peter Lynch, Warren Buffett1 Comment

While a lot of investors believe that a good finance course at one of the world’s most prestigious business schools is a sure-fire way to becoming a better investor, it seems that some of the greatest investors disagree. Here’s what Buffett, Munger, Greenblatt, Pabrai, and Lynch have to say about learning about investing at business school. In Warren Buffett’s 1996 … Read More

20 Timeless Investing Lessons From Joel Greenblatt

Johnny HopkinsJoel GreenblattLeave a Comment

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 Market Genius, The Little Book That Beats The Market, The … Read More

Here’s A Couple Of ‘Tricks’ Greenblatt Teaches His MBA Students To Assess Potential Investments

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One of the biggest problems facing investors is trying to figure out a good starting point for assessing potential investments. Additionally, another problem we face is trying to make comparisons between potential investments to figure out which one is the better investment. Some of the best answers to these challenges can be found in one of Joel Greenblatt’s lesser known … Read More

Joel Greenblatt – Value Investing Doesn’t Always Work, Which Is Precisely Why It Works

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One of the best reads for any investor is 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, one of which is Joel Greenblatt. In the book, Greenblatt discusses how he developed his Magic Formula and why value investing continues to work. … Read More

Joel Greenblatt Says Todays Investors Can Win By Zigging When The Market’s Zagging

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In a recent article at Bloomberg, Joel Greenblatt said, “Passive investing suits some, but isn’t discerning”, and “Investors can win by zigging when markets zag”. Here’s an excerpt from that article: The shift to passive strategies that hug stock market indexes is likely to continue, but that’s not all bad for active stock pickers, said Joel Greenblatt, the co-chief investment officer … Read More

Joel Greenblatt – Individual Investors Can Beat Large Institutions And Passive Strategies – Here’s How

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One of our favorite Joel Greenblatt interviews is one he did with Steve Forbes at Intelligent Investing. In this interview, Greenblatt explains how small investors can still beat large institutions. Greenblatt also discusses why investing in indexes like The Russell 1000 and the S&P 500 are seriously flawed even though they beat most active managers. He highlights why value investors … Read More

Howard Marks And Joel Greenblatt: “I Think You And I Would Agree That People Are Nuts.” Time Favors The Rational.

Johnny HopkinsHoward MarksLeave a Comment

Earlier this year, Howard Marks and Joel Greenblatt came face to face at the inaugural Forbes and Shook Research Top Financial Advisor Summit in Las Vegas where it became apparent that their worldview is nearly identical. When speaking about the current market conditions the pair said, “Most people, including most people in the investment business, don’t have the ability to take advantage … Read More

Joel Greenblatt: Human Intervention Hurts Your Performance | Talks at Google

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One of our favorite investors here at The Acquirer’s Multiple – Stock Screener is Joel Greenblatt. Greenblatt serves as Managing Principal and Co-Chief Investment Officer of Gotham Asset Management, the successor to Gotham Capital, an investment firm he founded in 1985. Since 1996, he has been a professor on the adjunct faculty of Columbia Business School where he teaches “Value … Read More