Blog
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- Alexander Roepers: Why Disciplined Investing Trumps Big HeadlinesOne of the activist investors we follow closely here at The Acquirer’s Multiple is Alexander Roepers. Earlier this year Roepers did a great interview with Forbes in which he dis…
- David Einhorn: “Right Now The Market Is Telling Us We Are Wrong, Wrong, Wrong About Nearly Everything”David Einhorn recently released his Q2 2018 shareholder letter. It’s been another difficult quarter for Greenlight Capital losing an additional (5.4)%, and bringing the Greenlig…
- Howard Marks: Very Few Investors Consistently Know When A Stock Price Is Wrong, And By How Much, And In Which DirectionHoward Marks provides a great reminder in his 2001 shareholder letter that it takes a lot more than hard work for active managers to be successful in investing. He added that in…
- Warren Buffett: “The Worst Deal That I’ve Made”We’ve just been listening to a great podcast at NPR with Michael Batnick discussing his new book – Big Mistakes: The Best Investors and Their Worst Investments. During the conve…
- The Value Premium: What This Indicator Is Telling Us About The Business CycleHere’s a great article by George Athanassakos at The Globe and Mail. Athanassakos is a finance professor and the Ben Graham Chair in Value Investing at the Richard Ivey School o…
- 150 Of The Best Investing Blogs On The Planet (2018)It’s that time of the year again when Tobias and I sit down to pick out one hundred of the best investing blogs on the planet. This year, with so many great blogs, we’ve extende…
- This Week’s Best Investing Reads 07/27/2018Here is a list of this week’s best investing reads: There’s No Such Thing as Mosquito Week (A Wealth of Common Sense) Thinking Big and Survivorship Bias (The Irrelevant Investor…
- TAM Stock Screener – Undervalued Silvercorp Metals Inc (NYSEAMERICAN: SVM)One of the cheapest stocks in our All Investable Stock Screener is Silvercorp Metals Inc (NYSEAMERICAN: SVM). Silvercorp Metals Inc (Silvercorp) is a mineral mining company. It …
- TAM Stock Screener – Stocks Appearing in Greenblatt, Romick, Ainslie 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…
- Horizon Kinetics: Great News For Active Investors – The History Of Passive Investing Over The Past 20 YearsOne of the shareholder letters we really look forward to reading is the one from Horizon Kinetics. In their recently released Q2 2018 letter Horizon Kinetics provides some inter…
- A collection of Seth Klarman’s Baupost Group Letters
- Which Are The Best Shareholder Letters For Investors To ReadWe’re currently in the midst of companies releasing their Q2 2018 shareholder letters. During these times one of the questions we often get asked is, which are the best sharehol…
- Dan Loeb: Growth Stocks Are Now Value StocksOne of the investors we follow closely here at The Acquirer’s Multiple is Dan Loeb, CEO at Third Point Management. In his latest Q2 2018 shareholder letter Loeb makes the point …
- Jesse Livermore: How I Once Missed A $1,000,000 Profit Through Impatience And Careless TimingOne of our favorite investing books here at The Acquirer’s Multiple is – How To Trade Stocks by Jesse Livermore. There’s one passage in particular in which Livermore recounts th…
- Bill Miller: No One Knows What The Market Is Going To Do Over Any Time Horizon Short Enough To Be Of Interest To The Typical InvestorOne of the investors we like to follow closely here at The Acquirer’s Multiple is Bill Miller, Chairman and Chief Investment Office of Miller Value Partners. In his latest Q2 20…
- Prem Watsa: Even Great Investors Have To Understand Their LimitationsHere is a an example of what makes Prem Watsa a great investor. We were recently reading though the 1990 Fairfax Annual Report when we came across a couple of gems from Chairman…
- This Week’s Best Investing Reads 07/20/2018Here is a list of this week’s best investing reads: Pareto [Awesome Chart Every Investor Should See] (The Irrelevant Investor) Tech stocks contributed 98% of the S&P 500’s 2018 …
- TAM Stock Screener – Undervalued Louisiana-Pacific Corporation (NYSE: LPX)One of the cheapest stocks in our Large Cap 1000 Stock Screener is Louisiana-Pacific Corporation (NYSE: LPX). Louisiana-Pacific Corporation (Louisiana-Pacific), together with it…