Blog
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- Joel Greenblatt – The Secret To Diversification Is Not Owning More StocksOne of the biggest questions facing most investors is how may stocks to hold to provide the appropriate level of diversification. Answers vary with some of the greatest investor…
- Charles Munger – Big Gains Invariably Mean Long Periods Of UnderperformanceLet’s face it, most investors are not prepared to go through long periods or short periods of underperformance in order to achieve outperformance. The only problem with that is …
- Seth Klarman – 20 Investment Lessons From 2008As we’re currently in the midst of a sustained bull market it seems like a good time to reflect on the 2008 financial crisis and some of the lessons we should remember when ever…
- Returns to The Acquirer’s Multiple® Screeners and The Best Value Stocks[View the story “Week Beginning October 9th, 2017” on Storify]
- This Week’s Best Investing ReadsHere’s a list of some of the best investing reads we found this week: Will You Be Ready When the Stock Market Crashes Again? (Jason Zweig) Good Thing Jesse Isn’t Around To See T…
- Howard Marks Interview – Nobody Knows What Will Happen Next – Finanz und WirtschaftHere’s a great in-depth interview with Howard Marks at Finanz und Wirtschaft. Marks talks about the current market environment, investor complacency, the lack of historical para…
- Bruce Greenwald – The Quintessential Starting Point For All Value InvestorsOne of our favorite finance professors here at The Acquirer’s Multiple is Bruce Greenwald. Greenwald holds the Robert Heilbrunn Professorship of Finance and Asset Management at …
- The Value Stock Comeback Could Be A Bad Sign For The Market – CNBCHere’s an interesting article by Rebecca Ungarino at CNBC which highlights a shift in the trend from growth stocks to value stocks and some of the reasons why. Here’s an excerpt…
- John Maynard Keynes – 3 Guiding Principles From 1938 That Have Stood The Test of TimeOne of my favorite investing books is The Warren Buffett Portfolio, by Robert G. Hagstrom. The book is a New York Times bestseller and provides a detailed look into the strategi…
Johnny’s TAM Portfolio Up 10.68%Here’s an update on my Acquirer’s Multiple (TAM) Live Portfolio. As you can see below, my TAM Portfolio is up 10.68% since inception. Largest gains to date have come from Global…- Jeremy Grantham – 10 Timeless Investing LessonsOne of the firms we watch closely here at The Acquirer’s Multiple is GMO and its co-founder, Jeremy Grantham. Grantham successfully predicted numerous financial asset bubbles. H…
- Picking Growth Stocks Is Much More Difficult Than Picking Value Stocks – BloombergHere’s an interesting article by Nir Kaissar at Bloomberg that suggests picking growth stocks may be much more difficult than picking value stocks. Here’s an excerpt from that a…
- Charlies Munger – The Ultimate Investing Principles ChecklistAs an investor it’s important to remember that there is no secret formula or simple blueprint for success in the stock market. However, with hard work, patience and diligent ana…
- Returns to The Acquirer’s Multiple® Screeners and The Best Value Stocks[View the story “Week Beginning October 2nd, 2017” on Storify]
- Interview With Tobias Carlisle – Outlook BusinessGreat interview with our Founder Tobias Carlisle at Outlook Business. Here’s an excerpt from that interview: There are very few lawyers who end up as full-time investors. Maybe …
- This Week’s Best Investing ReadsHere’s are some of this week’s best investing reads: New Highs Should Be Bought, Not Sold (The Irrelevant Investor) Why Won’t You People Panic Already? (The Reformed Broker) Inc…
- James Montier – Here’s How Soros Successfully Safeguards Against Making Recurring MistakesAs investors we all pat ourselves on the back, telling ourselves how smart we are when a stock that we picked outperforms. At the same time we can find dozens of reasons, exclud…
- Mohnish Pabrai – The Secret To Finding Your Next 100-Bagger100-Baggers are the holy grail of investing. These are stocks that return $100 for every $1 invested and they’re extremely rare. However, the secret to capturing your next 100-B…