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- Is It Time For Value Investing to Return to the Limelight?Here’s a great article from Peter Langerman at Franklin Templeton Investments where he discusses an optimistic outlook for value investing. Here’s an excerpt from that article: …
- Jim O’Shaughnessy: 25 Timeless Lessons From 30 Years Of Value InvestingOne of our favorite value investors here at The Acquirer’s Multiple is Jim O’Shaughnessy. O’Shaughnessy recently wrote an awesome series of tweets detailing twenty five investme…
- Chart showing Median Acquirer’s Multiple (EV / EBIT Operating Income) and Rolling 12-Month Returns in the Large Cap 1000 Universe (1999 to 2018)The chart above shows the median acquirer’s multiple (LHS) in the largest 1000 US-listed stocks and ADRs each quarter since 1999 versus the subsequent 12-month returns for the u…
- George Soros: “I Believe That Market Prices Are Always Wrong In The Sense That They Present A Biased View Of The Future”One of our favorite investing books here at The Acquirer’s Multiple is The Alchemy of Finance by George Soros. There’s one passage in particular which encapsulates Soros’ succes…
- Tobias Carlisle: Interview With ‘The Sure Investing Podcast’ On The Acquirer’s Multiple & Deep Value InvestingHere’s a great interview at The Sure Investing Podcast with our Chief here at The Acquirer’s Multiple – Tobias Carlisle. During the interview Tobias discusses his book – The Acq…
- Rich Pzena: The Best Way To Protect Yourself Against Value TrapsOne of our favorite value investors here at The Acquirer’s Multiple is Rich Pzena. One of the best Pzena interviews is one he did with the Graham & Doddsville Newsletter some ye…
- This Week’s Best Investing ReadsHere is a list of this week’s best investing reads: Full Collection Berkshire Hathaway Annual Meetings (Videos) (Warren Buffett Archive) The Nerds Were Right. Math Makes Life Be…
- Acquirer’s Multiple Stocks Appearing in Einhorn, Dalio, Greenblatt 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…
- Michael Mauboussin: What Separates Great Investors From Average InvestorsHere’s a great interview with Michael Mauboussin in the latest Graham & Doddsville newsletter in which he discusses his insights on his value investing strategy and process. Als…
- Charlie Munger: The First Rule Of Value InvestingHere’s a great interview with Charlie Munger and Yahoo Finance Editor-In-Chief Andy Serwer. During the interview Munger discusses the first rule of value investing: Value invest…
- Bruce Greenwald: “You Are Who You Are. That’s Why I’m Not Really A Professional Investor!”We’ve just been reading through the latest issue of the Graham & Doddsville newsletter featuring a great interview with Mark Cooper and Bruce Greenwald. Mark Cooper is a co-port…
- Warren Buffett’s Three Best Investing Tips — Including ‘Margin of Safety’ — ExplainedHere’s a great article at CNBC discussing Warren Buffett’s three best investing tips, including margin of safety: Warren Buffett believes investors should buy stocks within thei…
- Seth Klarman: Successful Value Investing Requires A Multi-Strategy ApproachBack in 2008 Columbia Business School celebrated the 75th anniversary of the publication of Benjamin Graham and David Dodd’s Security Analysis. The anniversary celebration, host…
- This Week’s Best Investing ReadsHere is a list of this week’s best investing reads: Is Book Value as Relevant as it used to be? (Part 1) (csinvesting) Inertia: The Force That Holds the Universe Together (Farna…
TIP Mastermind Group Discussion (Including Tobias Carlisle) 2nd Qtr 2018Every quarter the Mastermind Group from The Investor’s Podcast gets together to discuss their latest investment ideas. In this episode, each member of the group recommends a sto…- Acquirer’s Multiple Stocks Appearing in Marks, Simons, 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…
- Barron’s: Are Value Stocks Ready To Grow AgainHere’s a great article from Barron’s which discusses the future of value investing. Here is an excerpt from that article: Quick: Name a famous investor. Whether you thought of a…
- John Maynard Keynes: Only In The Stockmarket Do We Frequently Attempt To Revalue Businesses Hourly, Daily, And WeeklyOne of the best books ever written on investing and investor psychology is – The General Theory of Employment, Interest, and Money, by John Maynard Keynes. One passage in partic…