Blog
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- Mario Gabelli: There Are No Such Things As “Can’t Miss” Stocks. Habits evolve, Technologies Change, And Companies Mature. It’s A Cycle As Old As Capitalism ItselfMario Gabelli recently released his Q2 2018 shareholder letter. Gabelli reported for the quarter ended June 30, 2018, the net asset value (“NAV”) per Class A Share of The Gabell…
- Christopher Davis: Value Investing Opportunities Exist When A Company Is In The Headlines For Unfavorable ReasonsValue investor Christopher Davis just released his 2018 Fall Review for the Clipper Fund. The Clipper Fund returned 6.1% in the first seven months of 2018, and over the last thr…
- Mohnish Pabrai: Volatility Is The Friend Of A Long-Term InvestorHere’s a great recent interview with Mohnish Pabrai at The Economic Times. Pabrai discusses how he finds opportunities in todays bull market, portfolio concentration, his invest…
- Howard Marks: The Refusal To Catch A Falling Knife Is A Rationalization For Inaction. It’s Our Job To Catch Falling Knives. That’s How You Get Bargains!Here’s a great interview (below) with Howard Marks at the Wharton School of the University of Pennsylvania (2018). Marks was asked his thoughts on distressed debt investing, mar…
- Warren Buffett: 35 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…
- Sponsored Post: Value Invest New York $350 Discount Until August 31Value Invest New York will take place on December 4 $350 discount until August 31 The line-up for Value Invest New York was announced last week and it will feature speakers incl…
- TAM Stock Screener – Stocks Appearing in Dalio, Greenblatt, Griffin PortfoliosSome 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 08/24/2018Here is a list of this week’s best investing reads: $350 Discount for Acquirer’s Multiple Subscribers – Value Invest New York – Featuring Joel Greenblatt, Howard Marks, Robert H…
- Howard Marks: 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…
- Steven Cohen: Investors Take Note! Model-Driven Companies Will Accelerate Away From The Pack Now That Software Has Become UbiquitousOne of the investors we follow closely here at The Acquirer’s Multiple is Steven Cohen, founder and chairman at Point 72 Asset Management. According to their last reported 13F f…
- Warren Buffett: In The World Of Mergers And Acquisitions, A Limping Horse Could Be Peddled As SecretariatWhile all of the Berkshire Hathaway shareholder letters are a must read for investors, the 1995 letter is notable for two reasons. The first is Buffett’s explanation of Berkshir…
- Michael Burry: Risk Is Not Defined By Volatility, But Rather By Ill-Conceived InvestmentOne of the investors we like to follow closely here at The Acquirer’s Multiple is Michael Burry, founder of Scion Asset Management, a company he liquidated in 2008 to concentrat…
- Charles Munger: 32 Books That Every Investor Should ReadA couple of weeks ago Tobias and I compiled our list of 50 Of The Best Investing Books Of All Time. Last week we put together our list of Seth Klarman’s: 32 Books That Every Inv…
- This Week’s Best Investing Reads 08/17/2018Here is a list of this week’s best investing reads: The Scapegoat (The Irrelevant Investor) If You’re a Seller, Sell Now. If You’re a Buyer, Wait. (The Reformed Broker) 8 Questi…
- TAM Stock Screener – Undervalued Mammoth Energy Services Inc (NASDAQ: TUSK)One of the cheapest stocks in our All Investable Stock Screener is Mammoth Energy Services Inc (NASDAQ: TUSK). Mammoth Energy Services Inc (Mammoth) is an integrated, growth-ori…
- TAM Stock Screener – Stocks Appearing in Greenblatt, Simons, Dalio PortfoliosOne of the new weekly additions 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 i…
- Seth Klarman: 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…
- Review: Brian Portnoy’s The Geometry of Wealth: How To Shape A Life Of Money And MeaningBrian Portnoy’s The Geometry of Wealth: How To Shape A Life Of Money And Meaning is a strategic, rather than tactical, guide to wealth. It is strategic in the sense that it asks…