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- Robert Vinall: RV Capital 10 Year Anniversary LetterWe’ve just finished reading RV Capital’s 10 Year Anniversary Letter. In it Robert Vinall discusses his ‘aha’ moment as it relates to value investing, and the key determinant of …
- David Einhorn: Parallels Between Tesla And Lehman BrothersIn his latest shareholder letter, David Einhorn makes some very interesting comparisions between Telsa and the Lehman Brothers collapse, saying: “In thinking through TSLA more, …
- Michael Burry: 6 Books That Every Investor Should ReadOur Recommended Books We recently started a series called – Superinvestors: Books That Every Investor Should Read. So far we’ve provided the book recommendations from: Charles M…
- Howard Marks: Investors Should ‘Calibrate’ Their Portfolios To Include The Current Market CycleWe’ve just been listening to a great podcast with Meb Faber interviewing Howard Marks. Marks is discussing his new book – Mastering The Market Cycle, and he provides a great ill…
- Steven Cohen: 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…
- TAM Stock Screener – Stocks Appearing in Cohen, 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 10/05/2018Here’s a list of this week’s best investing reads: Different Kinds of Smart (Collaborative Fund) What If Stocks Don’t Crash… (A Wealth of Common Sense) Excellent Article: The Ps…
- Sequoia Fund Q3 2018 Letter: David Poppe RetiringThe Sequoia Fund recently released its Q3 2018 Letter. For the third quarter of 2018, Sequoia Fund generated a total return of 4.01%, net of fees, versus a 7.71% return for the …
- Mark Sellers: So You Want To Be The Next Warren BuffettSome years ago hedge fund manager Mark Sellers of Sellers Capital gave a great speech to a group of Harvard MBA students titled – So You Want To Be The Next Warren Buffett? How’…
- Stanley Druckenmiller: Algos Have Taken The Rhythm Out Of The MarketHere’s a great video with Stanley Druckenmiller at Real Vision discussing the impact that algorithms are having on his investing strategy saying: “These algos have taken all the…
- T Boone Pickens – 6 Timeless Lessons For InvestorsEarlier this year T Boone Pickens wrote a great article at Forbes called – Ninety Years Of Lessons Learned: T. Boone Pickens’ Letter To The Class Of 2018. In it he provided six …
- Cliff Asness: What Type Of Diversification Works Best During The Worst Of TimesCliff Asness and the team at AQR recently released a great paper titled – It Was the Worst of Times: Diversification During a Century of Drawdowns. The paper uses nearly 100 yea…
- John Rogers: How To Beat The Index By 100 Basis Points Every YearHere’s a great interview with John Rogers and Charlie Bobrinskoy from Ariel Investments. The Ariel portfolio is currently valued at $8.91 Billion, and has been regularly beating…
- Einhorn’s Worst Year Ever: Greenlight Losses Swell to 26%Bloomberg recently reported that David Einhorn’s hedge fund Greenlight Capital has had its worse year ever saying: Greenlight Capital, the hedge fund led by David Einhorn, lost …
- Dan Loeb: 5 Books That Every Investor Should ReadWe recently started a series called – Superinvestors: Books That Every Investor Should Read. So far we’ve provided book recommendations from: Charles Munger: 32 Books That Every…
- 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…
- This Week’s Best Investing Reads 09/28/2018Here’s a list of this week’s best investing reads: Winner Takes it All: How Markets Favor the Few at the Expense of the Many (Farnam Street) Knowledge vs. Skill (A Wealth of Com…
- Murray Stahl: 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…