Blog
Page 417
- TAM Stock Screener – Stocks Appearing in Greenblatt, Griffin, Cohen 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…
How Activist Investing Is ChangingThere’s been a lot of discussion about activist investing in the past couple of weeks and how it’s changing. Here’s a great short video at The Financial Times illustrating how a…- OSAM: Here’s Why Value Factors Will Continue To Provide An Edge For Long Term Value InvestorsOne of the firms that we like to follow closely here at The Acquirer’s Multiple is O’Shaughnessy Asset Management (OSAM), which is run by Jim and Patrick O’Shaughnessy and their…
- Bill Nygren’s Oakmark Funds Says Inactivity In Investing Remains The Optimal StrategyOne of the investor’s we follow closely here at The Acquirer’s Multiple is Bill Nygren. Nygren has been a manager of the Oakmark Select Fund since 1996, Oakmark Fund since 2000 …
- Mario Gabelli: We’ll Use The Same Guiding Principles To Avoid Over-Paying For A Company’s Intrinsic Value And Lose Less During Market ManiasOne of the investors we follow closely here at The Acquirer’s Multiple is Mario Gabelli, Founder, Chairman and CEO of GAMCO Investors, Inc. Gabelli recently did a Q&A session wi…
- Sequoia Fund: A Great Value Investing Mindset Creates A Substainable AdvantageOne of the value investing firms that we follow closely here at The Acquirer’s Multiple is Ruane, Cunniff & Goldfarb (RCG), the investment adviser best known for managing the Se…
- Mason Hawkins: Real Value Investing Has A Humility Not Present In Today’s More Popular Method Of Heavily Weighing The Qualitative Factors Of The Business And Minimizing The Importance Of ValuationOne of the value investors we like to follow closely here at The Acquirer’s Multiple is Mason Hawkins, Chairman and Chief Executive Officer at Longleaf Partners (Longleaf). Last…
- This Week’s Best Investing Reads 07/13/2018Here is a list of this week’s best investing reads: Some Considerations For Investing Globally (A Wealth of Common Sense) 50 Years of Financial History in Ten Minutes–The Yield …
- TAM Stock Screener – Undervalued Thor Industries Inc (NYSE: THO)One of the cheapest stocks in our Large Cap 1000 Stock Screener is Thor Industries Inc (NYSE: THO). Thor Industries Inc (Thor) is an American manufacturer of recreational vehicl…
- TAM Stock Screener – Stocks Appearing in Dalio, Greenblatt, Grantham 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…
- Nassim Taleb: Economists Don’t Predict Better Than Cab Drivers. Typically A Little Worse, Often!Here’s a great interview with Nassim Taleb and Bob Shiller hosted by Nick Paumgarten at The New Yorker Summit. The panel is discussing economics, economists, and their role in f…
- Baupost Says Copy of Seth Klarman’s Book on Amazon Was Not AuthorizedIn case you haven’t heard. Earlier this month a Kindle version of Seth Klarman’s bible – Margin on Safety, which sells for around $1500, appeared for sale on Amazon for $9.99. H…
- Bill Nygren: Value Investors Need To Adapt Their Business Valuation StrategiesIn The Oakmark Funds’ latest Q218 market commentary Bill Nygren says that value investors need to adapt their value investing strategies for today’s companies because book value…
- Is David Einhorn’s Underperformance A Sign That Value Investing Is Set to ReturnHere’s a great article at CNBC which discusses the similarities between David Einhorn’s current performance and that of Julian Robertson’s Tiger Management back in 1999/2000. In…
- Stanley Druckenmiller: My Biggest Mistake And What I Learned From ItHere’s a great interview with Stanley Druckenmiller at the Lost Tree Club in 2015. While the entire interview is a must read for all investors, there’s one answer from Druckenmi…
- How Does Seth Klarman Implement His Value Investing Strategy Differently To Many Other Value InvestorsLast week @NeckarValue tweeted a link to a great interview with Seth Klarman at Barron’s titled – “Value Hunter in a Sky-High Market”. The article provided a number of great val…
- This Week’s Best Investing Reads 07/06/2018Here is a list of this week’s best investing reads: Sustaining Wealth is Harder Than Getting Rich (A Wealth of Common Sense) Markets Go Up and Down; Shorting Stocks (csinvesting…
- TAM Stock Screener – Stocks Appearing in Marks, Greenblatt, Simons 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…