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- Jim Chanos: “Being Short With A Good Short Seller Who’s Producing Nominally Minor Positive Returns In A Bull Market Enables You To Be More Long”One of our favorite Jim Chanos interviews is one he did with FT Alphachatterbox in which he explained how short selling provides ‘long-side’ investors with an insurance policy s…
- Howard Marks: Going To Cash Under Almost All Circumstances Is Stupid!Here’s a great interview with Howard Marks at Goldman Sachs in which Marks discusses why going to cash under almost all circumstances is stupid, and why market timing is impossi…
- Charlie Munger: Moral Investing – We Could See It Was Like Putting $100 Million In A Bushel Basket And Setting It On Fire As We Walked AwayHere’s a great video with Charles Munger and Warren Buffett at the 2005 Berkshire Hathaway shareholder meeting in which they discuss the moral distinction between buying a stock…
- John (Jack) Bogle: 6 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, Griffin, Simons 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 11/02/2018Here’s a list of this week’s best investing reads: The Surprising Power of The Long Game (Farnam Street) The Relative Anchor in Rates (A Wealth of Common Sense) A Top or The Top…
- Stephen Mandel: 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…
- Jim Simons: Investing Is a Very ‘Gut Wrenching’ Business But You Can Find Things That Are PredictiveHere’s a great video interview with Jim Simons in which he discusses how his early success came more from luck than strategy. He also discusses how gut wrenching investing can b…
- Joel Greenblatt: Redefining ‘Traditional’ Value Investing So That It Never Goes Out Of FavorHere’s a great interview with Joel Greenblatt at Bloomberg in which he discusses the types of businesses he’s currently looking for and how he’s redefined the ‘traditional’ valu…
- Charlie Munger: That Decision Has Cost Me Now About $5 BillionHere’s a great recent interview with Charlie Munger & Li Lui in which Munger recalls one of his greatest investment mistakes that cost him $5 Billion. Here’s his recollection: M…
- A Value Investor’s Reading List: 26 BooksWe 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…
- Dan Loeb: 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…
- This Week’s Best Investing Reads 10/26/2018Here’s a list of this week’s best investing reads: And now…a reality check (The Reformed Broker) Hemingway, a Lost Suitcase, and the Recipe for Stupidity (Farnam Street) DotCom …
- TAM Stock Screener – Stocks Appearing in Dalio, 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…
- Bruce Greenwald: How Smart Investors Can Take Advantage Of Overconfident Investors – Which Is Most Of Us!We’ve just been watching Bruce Greenwald’s 2014 presentation at the International Post Keynesian Conference in which he illustrates how smart investors can take advantage of ove…
- Joel Greenblatt: Today’s Opportunity Set Is SignificantWe’ve just finished reading Joel Greenblatt’s Q318 market commentary in which he says: U.S. Equity Markets Remain Very Expensive (based on our 28 year valuation history) Valuati…
- Murray Stahl: “Perhaps A Superior Method To Reduce Portfolio Risk Could Be To Have No Diversification. If You Had Only One Holding”We’ve just been reading the latest Q318 market commentary by Murray Stahl which discusses the possible benefits of concentrating ones portfolio to achieve outperformance. His ar…
- Graham & Doddsville Fall Newsletter 2018The Graham & Doddsville Fall Newsletter has recently been released featuring interviews with the team at Tweedy Browne Company, Scott Miller at Greenhaven Road Capital, and JP M…