Blog
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- George Soros: Q3 2018 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…
- Ray Dalio: 20 Books That Every Investor Should ReadWe recently started a series called – Superinvestors: Books That Every Investor Should Read. So far we’ve provided the book recommendations from: Charles Munger: 32 Books That E…
- TAM Stock Screener – Stocks Appearing in Greenblatt, Hussman, Fisher 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…
- Alexander Roepers: “Is It Time For Value Now?”Here’s a great lecture with Alexander Roepers asking the question – “Is it time for Value now?”: Part 2: (Source: International Value Investing Conference)
- This Week’s Best Investing Reads 12/7/2018Here’s a list of this week’s best investing reads: Love, Happiness, and Time (Farnam Street) The Market Right Now Doesn’t Care How Fantastic Your Stocks Are (Vitaliy Katsenelson…
- Daniel Kahneman: The Trouble With ConfidenceHere’s a great little video by Daniel Kahneman on the trouble with confidence. Kahneman makes the point that from a societal perspective confidence is generally very good, but f…
- Seth Klarman Protege – David Abrams: Q3 2018 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…
- Charles Munger: Why Did Ben Graham’s Net Nets DisappearJust been re-reading Charles Mungers’ classic speech – A Lesson on Elementary, Worldly Wisdom As It Relates To Investment Management & Business. In it Munger provides some great…
- Seth Klarman: One Of Society’s Most Vexing Problems Is The Relentlessly Short-Term Orientation That Manifests Itself In InvestingWe’ve just been reading Seth Klarman’s latest speech at the Harvard Business School. During the speech Klarman provides some great insights into the problems with a short-term o…
- Bruce Berkowitz: 15 Books That Every Investor Should ReadWe recently started a series called – Superinvestors: Books That Every Investor Should Read. So far we’ve provided the book recommendations from: Charles Munger: 32 Books That E…
- This Week’s Best Investing Reads 11/30/2018Here’s a list of this week’s best investing reads: Battling Entropy: Making Order of the Chaos in Our Lives (Farnam Street) My favorite analogy for stocks vs the economy (The Re…
- TAM Stock Screener – Stocks Appearing in Tepper, Greenblatt, Dalio 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…
- Joel Greenblatt: Q3 2018 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…
- Charles Munger: A Parody About The Great RecessionOne of the best articles ever written about the ‘Great Recession’ is Charles Munger’s – Parody Describing The Contributions of Wantmore, Tweakmore, Totalscum, Countwrong, and Ob…
- Howard Marks: Avoiding All Losses Can Render Success Unachievable Almost As Readily As Can The Occurrence Of Too Many LossesIn his 2014 memo – Dare To Be Great, Howard Marks says successful investing includes dealing with some losses saying: “To succeed at any activity involving the pursuit of gain, …
- 20 Of The Best Books On Investor Psychology – All TimeWe recently started a series called – Superinvestors: Books That Every Investor Should Read. So far we’ve provided the book recommendations from: Charles Munger: 32 Books That E…
- TAM Stock Screener – Stocks Appearing in Soros, Greenblatt, Dalio 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…
- This Week’s Best Investing Reads 11/22/2018Here’s a list of this week’s best investing reads: There’s Seldom Any Traffic on the High Road (Farnam Street) Surveying the Damage in Stocks (A Wealth of Common Sense) Yards Af…