One of the best resources for value investors are the newsletters at Value Investor Insight (VII), they’re full of great interviews with value investing gurus. VII recently interviewed the team at Tweedy, Browne Co. about their value investing strategy, how to find potential opportunities, and their thoughts on the impact of … Read More
James Montier – This Is The Time To Sit There And Do A Winnie the Pooh. Here’s Why.
One of the firms we like to watch closely is Boston-based asset manager GMO, and one member of its asset management team, James Montier. Montier recently did an interview with Finanz und Wirtschaft (Finance and Economic) in which he discusses the current over-valuation in U.S. equity markets saying, “Equities are currently … Read More
Ray Dalio – Markets Teach You Humility And They Teach You What Works
One of our favorite investors here at The Acquirer’s Multiple is Ray Dalio. Dalio runs Bridgewater Associates and is known for his culture of independent free thinking, meritocracy, and radical transparency. He recently did a great interview with Charles Duhigg at The New York Times. In this interview Dalio provides … Read More
1300 Miles From Wall Street – Warren Buffett, Todd Combs, and Ted Weschler
Warren Buffet, Todd Combs and Ted Weschler of Berkshire Hathaway recently did an interview in Omaha, 1300 Miles from the hustle and bustle of Wall Street. In this interview Buffett discusses why he and Munger chose Combs and Weschler for their positions at Berkshire. The three also discuss what it’s like … Read More
Howard Marks – The Truth About Investing
Oaktree Chairman Howard Marks did a great presentation earlier this month for the CFA Society in India called – The Truth About Investing. While the presentation was fantastic, the audio quality is not 100%, nevertheless it’s a must watch for all investors. Most interesting was the awesome slideshow that Marks used … Read More
(Month 7) – Up 10.02% – Bridgepoint Edu. up 88% – TAM Deep Value Stock Portfolio
Today is the end of month seven of The Acquirer’s Multiple $45,000 – Deep Value Stock Portfolio – Real Money Game, and the portfolio is up 10.02% since inception, compared to 10.49% for the comparative Russell 3000 (INDEXRUSSELL:RUA). The Deep Value Stock Portfolio – Real Money Game means I’m investing my entire superannuation … Read More
Seth Klarman – ETF’s Provide Value Investors With A Distinct Advantage. Here’s Why.
One of our favorite investors at The Acquirer’s Multiple – Stock Screener is Seth Klarman. Back in February this year, Klarman released The Baupost Group’s 2016 year end letter in which he discusses the impact of ETF’s on the hedge fund industry and why ETF’s present long-term value investors with a … Read More
Robert (Bob) Olstein – The Advantages Of Active Investing Over Passive Investing
One of the investors we follow closely at The Acquirer’s Multiple – Stock Screener is Robert Olstein. Olstein is Chairman and Chief Investment Officer of Olstein Capital Management and serves as Head Portfolio Manager of the Olstein All Cap Value Fund and Co-Portfolio Manager of the Olstein Strategic Opportunities Fund. … Read More
Bill Miller – To get different results than others, one needs to invest differently
One of our favorite investors here at The Acquirer’s Multiple – Stock Screener is Bill Miller. Miller is the founder of Miller Value Partners, and currently serves as the Chairman and Chief Investment Officer, and the Portfolio Manager for Opportunity Equity and Income Opportunity Strategy. Prior to Miller Value Partners, Bill … Read More
Chuck Akre: How To Identify Compounding Machines | Talks at Google
One of our favorite investors here at The Acquirer’s Multiple – Stock Screener is Chuck Akre. Akre is the Managing Member, Chief Executive Officer and Chief Investment Officer at Akre Capital Management. Akre has been in the securities business since 1968. He founded Akre Capital Management in 1989 and relocated … Read More
Warren Buffett: Berkshire’s Earnings Aided By America’s Economic Dynamism
One our favorite investors here at The Acquirer’s Multiple – Stock Screener is of course Warren Buffett. One of the best resources for investors is Berkshire Hathaway’s Annual Reports and the associated Chairman’s Letters which are are full of investing nuggets. Berkshire’s recently released 2016 Annual Report provides lots of great … Read More
Howard Marks – Warns Investors to Invest When Optimism Is Low, Not High
One of our favorite investors at The Acquirer’s Multiple – Stock Screener is Howard Marks. Howard Marks is Chairman and Co-Founder of Oaktree Capital Management, the world’s biggest distressed-debt investor. He’s known in the investment community for his “Oaktree memos” to clients which detail investment strategies and insight into the … Read More
Jamie Dimon – Stock Buy-Backs Are A Great Option At The Right Price
One of our favorite investors at The Acquirer’s Multiple – Stock Screener is Jamie Dimon. Dimon is the Chairman and CEO of JP Morgan Chase. Dimon became CEO on January 1, 2006, and one year later also became Chairman of the Board. He was named President and Chief Operating Officer upon … Read More
Brian Rogers, T Rowe Price: Doubt Everything, Believe Nothing – Be Wary Of “It Stocks”
One of the funds that we watch closely here at The Acquirer’s Multiple – Stock Screener, is T Rowe Price. T Rowe Price recently announced that its Chairman and CIO Brian Rogers would retire in March 2017, but would continue on the Board as a non-executive chair. Rogers joined T. … Read More
Jeff Ubben: ValueAct to Return $1.25 Billion To Investors Citing Overvaluation
One of the funds we follow closely here at The Acquirer’s Multiple – Stock Screener is ValueAct Capital Management, run by Jeff Ubben. Bloomberg recently reported that Valueact had decided to return $1.25 billion to investors in May because of concerns that company valuations are expensive, it’s a must read for all … Read More
Dodge & Cox: The 6 Characteristics of Successful Active Investors
One of the funds we like to watch closely here at The Acquirer’s Multiple – Stock Screener is Dodge & Cox. In 1930, in the midst of the Great Depression, Van Duyn Dodge and E. Morris Cox formed a partnership to provide investment counsel. Their confidence in this endeavor was … Read More
Jim O’Shaughnessy: Human Beings Are Hardwired To Fail In The Stockmarket | Talks at Google
One of our favorite investors at The Acquirer’s Multiple – Stock Screener is Jim O’Shaughnessy. O’Shaughnessy has long been recognized as one of America’s leading financial experts and a pioneer in quantitative equity analysis, he has been called a “world beater” and a “statistical guru” by Barron’s. In February 2009, Forbes.com … Read More
Wallace (Wally) Weitz – Business value “reality” exerts a “gravitational pull” on its stock price
One of our favorite investors at The Acquirer’s Multiple – Stock Screener is Wallace (Wally) Weitz. Weitz is founder and co-chief investment officer of Weitz Investments. Weitz has spent over three decades putting his instinct for opportunity to work for shareholders. Influenced by the value investing model of Benjamin Graham … Read More
Bill Nygren – Doesn’t think there’s reasons to believe the stock market is expensive
One of our favorite investors at The Acquirer’s Multiple – Stock Screener is Bill Nygren. Bill Nygren has been a manager of the Oakmark Select Fund (OAKLX) since 1996, Oakmark Fund (OAKMX) since 2000 and the Oakmark Global Select Fund (OAKWX) since 2006. As of December 2016 the Oakmark Select … Read More
Mohnish Pabrai – Market Commentary March 2017
One of our favorite investors at The Acquirer’s Multiple – Stock Screener is Mohnish Pabrai. Mohnish Pabrai is the Founder and Managing Partner of the Pabrai Investments Funds, the founder and CEO of Dhandho Funds, and the author of The Dhandho Investor and Mosaic – Perspectives on Investing. Following is … Read More