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- Peter Bernstein: Investing Is A Logicians TrapIn his book – Against the Gods: The Remarkable Story of Risk, Peter Bernstein explains why investing is a logicians trap. Here’s an excerpt from the book: We cannot enter data a…
- Bruce Greenwald: How To Value GrowthIn his book – Value Investing: From Graham to Buffett and Beyond, Bruce Greenwald discusses how to value growth using the ‘Growth Value Matrix’. Here’s an excerpt from the book:…
Joel Greenblatt Top 10 Holdings – Latest 13F, Buys GSPY, SPY, PPLOne 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 the…
VALUE: After Hours (S03 E46): Crashless Generation; Value Spread; Heart Disease, Stress and CortisolIn this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: The Crashless Generation Absolute Value vs Relative Value Debate H…- James Clear: If You Can’t Think Long-Term In Investing, Here’s Why!In his book – Atomic Habits, James Clear explains why investors find it so difficult to think long-term. Here’s an excerpt from the book: Imagine you’re an animal roaming the pl…
- Roger Lowenstein: Warren Buffett – The Man Who Stripped Wall Street Of Its MysteryIn his book – Buffett: The Making of an American Capitalist, Roger Lowenstein describes Warren Buffett as the man who stripped Wall Street of its mystery. Here’s an excerpt from…
- This Week’s Best Value Investing News (12/03/2021)This week’s best investing news: Surprised by The Inevitable (Jamie Catherwood) Dalio : “If You Worry, You Don’t Have To Worry” (Validea) Invest Don’t Bet (Humble Dollar) Corpor…
Stock In Focus – TAM Stock Screener – Boise Cascade Co (NYSE: BCC)One of the cheapest stocks in our Stock Screeners is Boise Cascade Co (NYSE: BCC). Boise Cascade Co is a producer of engineered wood products (EWP) and plywood. The firm operate…
Munger’s Mental ModelsIn their recent 100th episode of the VALUE: After Hours Podcast, Taylor, Brewster, Carlisle, and friends discuss Munger’s Mental Models. Here’s an excerpt from the podcast: Jake…- Terry Smith: Investors Just Don’t Read The AccountsIn this interview with the Investors’ Chronicle, Terry Smith provides a great illustration of investors not reading the accounts of the companies they’re investing in. Here’s a …
- Jeremy Grantham: Bull Markets Are Like A Water Jet Under a Ping-Pong BallIn his interview earlier with year on the Invest Like The Best Podcast, Jeremy Grantham provided a great illustration of what happens in a bull market. Here’s an excerpt from th…
This Acquirers Multiple Stock Appearing In Ainslie, Simons, Marks PortfoliosPart of the weekly research here at The Acquirer’s Multiple features some of the top picks from our Stock Screeners and some top investors who are holding these same picks in th…- Shoot First, Ask Questions Later On Buy DecisionsIn their recent 100th episode of the VALUE: After Hours Podcast, Taylor, Brewster, Carlisle, and friends discuss Shoot First, Ask Questions Later On Buy Decisions. Here’s an exc…
- Joel Greenblatt: How To Think About Position SizingIn this interview on The Investor’s Podcast, Joel Greenblatt discusses how to think about position sizing. Here’s an excerpt from the interview: Most people say, oh I took a 10%…
- Li Lu On Munger’s Patience To Wait For The Right OpportunityIn his 2019 speech at the Peking University, Li Lu discussed an example of the patience of Charles Munger. Here’s an excerpt from the speech: The next character is also quite sp…
One Stock Superinvestors Are SellingAs part of the weekly research here at The Acquirer’s Multiple we’re always interested in superinvestors who hold the same stocks that appear in our Acquirer’s Multiple Stock Sc…- Compound Wealth With A Cockroach PortfolioIn their recent 100th episode of the VALUE: After Hours Podcast, Taylor, Brewster, Carlisle, and friends discuss Compounding Wealth With A Cockroach Portfolio. Here’s an excerpt…
- Morgan Housel: Investing Behavior Is InbornIn his book – The Psychology of Money, Morgan Housel shares a story about two investors which demonstrates how investing behavior is inborn. Here’s an excerpt from the book: Gra…