In his recent interview on the On Brand With Donny Deutsch Podcast, Steve Cohen says adaptability is crucial for successful investing over decades. Here’s an excerpt from the interview: I think the key is you can’t stay static. You have to be adaptable. You have to look forward. I’ve seen … Read More
Steve Cohen: 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
Steve Cohen: 3 Rules To Avoid Losing Money
In his latest interview with Stray Reflections, Steve Cohen discusses the three rules to avoid losing money. Here’s an excerpt from the interview: Cohen: Listen, you’re going to lose money. Your going to take risks your going to lose money. I think the three things are liquidity, leverage, and concentration. … Read More
Steven Cohen: 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
Steven Cohen: Investors Take Note! Model-Driven Companies Will Accelerate Away From The Pack Now That Software Has Become Ubiquitous
One of the investors we follow closely here at The Acquirer’s Multiple is Steven Cohen, founder and chairman at Point 72 Asset Management. According to their last reported 13F filing for Q2 2018, Point72 has $25.056 Billion in managed 13F securities. Cohen recently wrote a great article together with Matthew Granade, … Read More