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- Greenwood Investors: Investors Should Focus On Companies That Treat Their Customers With A ‘Pub Approach’ Rather Than A ‘Tourist Approach’Deep value firm Greenwood Investors have just released their latest Q3 2019 Letter which includes a great piece on why investors should focus on companies that treat their custo…
- First Eagle: The Timeless Advantage of Value InvestingHere’s a great interview at Advisor Perspectives with the value investing firm First Eagle titled – The Timeless Advantage of Value Investing. During the interview the First Eag…
- Guy Spier: You Want To Set Up Your Investing Strategy So That You Never Have To Be SmartHere’s a great interview with Guy Spier on Value TV where he discusses his idea generation process and investing strategy. Here’s an excerpt from the interview: Host: Hello Guy.…
- Why Did Warren Buffett Decline Jeff Raikes Advice To Invest In Microsoft When It Was Less Than $20?During his recent interview with Tobias, Marcelo Lima, managing member of Heller House, discusses the email that Jeff Raikes sent to Warren Buffett, advising him to invest in Mi…
- Bill Miller: There Are Signposts (As In The Twilight Zone) That We Could Be On The Cusp Of A Regime Change Towards ValueIn his Q3 2019 Market Comentary, Bill Miller, of value investing firm Miller Value Partners say’s there are signposts (as in the Twilight Zone) that we could be on the cusp of a…
Pzena Investment Management: Webinar EM Value: How Trade Wars Create Opportunities in Emerging MarketsHere’s a great little webinar from value investing firm – Pzena Investment Management which discusses how trade wars create opportunities in emerging markets saying: “This is a …- FT: Has The Value Investing Fightback Begun?Here’s a great article from The Financial Times titled – Has the value investing fightback begun?, which discusses whether value investing is making a fightback as US value stoc…
- Has The Internet Changed Value-Investing Forever?During his recent interview with Tobias, Marcelo Lima, managing member of Heller House, discusses whether software-as-a-service has changed value investing from what Warren Buff…
(Ep.38) The Acquirers Podcast: Marcelo Lima – Growth Underwriter, Software-As-A-Service (SAAS), And Intrinsic ValueSummary In this episode of The Acquirer’s Podcast Tobias chats with Marcelo Lima. He is the managing member of Heller House, who follow the time-tested strategies of Graham, Dod…- Ken Fisher: Q3 2019 Top 10 HoldingsOne 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…
- TAM Stock Screener – Stocks Appearing in Greenblatt, Griffin, Pzena 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…
- Ray Dalio: Q3 2019 Top 5 New Buys, Top 5 SellsOne 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…
- This Week’s Best Investing Articles, Research, Podcasts 11/15/2019Here’s a list of this week’s best investing reads: What Happens Next After Stocks Are Up Big? (A Wealth of Common Sense) Berkshire Hathaway earnings; Buffett’s Investment Was Bl…
- AQR’s Cliff Asness Says Increase Allocation To Value StocksHere’s an article from CNBC in which Cliff Asness, AQR Capital founder, discusses why investors should commit a “sin” and increase their allocation toward value stocks. Here’s a…
Richard Pzena: “The Longer And Deeper The Anti-Value Cycle, The Greater The Recovery For Undervalued Stocks When Markets Eventually Normalize.”Richard Pzena has just released his firm’s Q3 2019 Commentary, in which he discusses the similarities between today’s extended bull market, and the period leading up to 1998, an…
Investors Can Calculate Compounding Trajectory In Asian Companies, Based On The Disruption Created In Developed MarketsDuring her recent interview with Tobias, Rashmi Kwatra, founder and CIO of Sixteenth Street Capital, discusses how investors can calculate compounding trajectory in Asian compan…- Warren Buffett: If You Have To Closely Follow A Company, You Shouldn’t Own ItIn this interview with Andy Serwer, Yahoo Finance Editor-in-Chief, Warren Buffett says, “If you have to closely follow a company you shouldn’t own it!”. Here’s why: Andy Serwer …
- The Leapfrog Effect: Fast-Growing Emerging Economies Can Take Advantage Of Technological Advances, Bypassing Traditional Infrastructure BuildingDuring her recent interview with Tobias, Rashmi Kwatra, founder and CIO of Sixteenth Street Capital, discusses ‘The Leapfrog Effect’ – how fast-growing emerging economies can ta…