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- Aswath Damodaran: The One Thing You Need To Do To More Accurately Value BusinessesHere’s a great presentation with Aswath Damodaran and the team at Google. During the presentation Damodaran reveals the one thing investors need to do to more accurately value b…
- Charles Munger: The Trouble With Economists & EconomicsSome years ago Shane Parrish at Farnam Street did a podcast in which he read the full text of Charlie Munger’s presentation – Academic Economics: Strengths and Weaknesses, after…
- Seth Klarman: 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…
- Michael Burry: Measuring Money Managers By ‘Relative Performance’ Harms Their Ability To Invest IntelligentlySeth Klarman has often spoken about the nonsense of measuring fund managers by their ‘relative performance’. That is, measuring the performance of their investments against vari…
- Value Invest New York – December 4th, 2018Value Invest New York will take place on December 4 View Conference Agenda The line-up for Value Invest New York was announced last week and it will feature speakers who will gi…
- Elon Musk: 8 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 11/16/2018Here’s a list of this week’s best investing reads: How This All Happened (Collaborative Fund) Defensive Decision Making: What IS Best v. What LOOKS Best (Farnam Street) Family I…
- TAM Stock Screener – Stocks Appearing in Cohen, Greenblatt, Griffin 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…
- Warren Buffett: “Berkshire Could Be A Rest Home For Activists”Here’s a great interview with Warren Buffett at Fortune’s Most Powerful Women Conference in which he discusses why he’s not a fan of activists, and the importance of having good…
- David Einhorn: Top 10 Holdings, New Buys, Sold Out PositionsOne 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…
- Stanley Druckenmiller: What Should Investors Do If They’re In A ‘Slump’Here’s a great interview with investing legend Stanley Druckenmiller at Real Vision in which he discusses the importance of investors knowing whether they’re currently ‘hot’ or …
- Dan Loeb: We Continue To Invest In The Integration Of Our Fundamental Process And The “Rise of the Machines”Dan Loeb recently released his Q32018 shareholder letter in which he discusses the difficulty of investing in the market this year, the current market environment, and how he pl…
- Nassim Taleb: In Investing The People You Understand Most Easily Are Necessarily The Bull***tters.Here’s a great passage from Skin In The Game by Nassim Taleb in which he discusses how easily investors can be hoodwinked by smooth talking salepeople promising outsized returns…
- Michael Mauboussin: 12 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 Cohen, Watsa, Greenblatt 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…
- John Paulson: How Investors Can Benefit From Risk Arbitrage Done CorrectlyWe’ve just finished re-reading The Alpha Masters: Unlocking the Genius of the World’s Top Hedge Funds, written by Maneet Ahuja. There’s a great passage in the book in which lege…
- This Week’s Best Investing Reads 11/09/2018Here’s a list of this week’s best investing reads: What’s Staying the Same (Farnam Street) The McRib Effect (Of Dollars & Data) Tiny Improvements, Big Results (A Wealth of Commo…
- Bill Ackman: Top 10 Holdings, New Buys, Sold Out PositionsOne 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…