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- Mohnish Pabrai Says An Investment Opportunity Should Hit You Over The Head Immediately Otherwise Move OnGreat video with Mohnish Pabrai speaking with the folks at Google. This whole presentation can be summed up at 27:05 when Pabrai says, “Spending time on [researching] companies …
- Charlie Munger Says The Investment Management System Is Bonkers – Here’s WhyOne of my favorite investing tomes is Poor Charlie’s Almanack by Charles Munger. As an investor, it’s the one book you need to read on ‘rational’ investing strategy. A quick loo…
- Returns to The Acquirer’s Multiple® Screeners and The Best Value Stocks[View the story “Week Beginning June 26th, 2017” on Storify]
Our New Canadian Deep Value Stock Screener – (CAGR) 19.1% per yearBig news this week with the release of our new Canadian All TSX deep value stock screener, and the backtest results are astounding! Backtesting Results Canada All TSX Stock Scre…- This Week’s Best Investing Reads From Our Top 50 Investing Blogs 2017Each week Tobias and I pick out the best investing reads from our Top 50 Investing Blogs 2017. Here’s what we’ve been reading: Acquirer’s Multiple & the Quest for Value (Old Sch…
- Just How Did Walter Schloss Achieve a 21.3% CAGR From 1956 to 1984Walter Schloss was one of Buffett’s Superinvestors of Graham-and-Doddsville. He had an incredible track record of returns over his investing career, achieving a 21.3% CAGR over …
- Seth Klarman – The Definitive Guide On Why Bottom-Up Investing Trounces Top-Down InvestingThere’s a lot of discussion on which is the better investing strategy, bottom-up investing or top-down investing. The definitive guide can be found in Chapter 7 of Seth Klarman’…
- John Rogers Says Contrarian Investing Gives You The Confidence To Buy When Others Are SellingHere’s a great interview with contrarian value manager John Rogers on WealthTrack who says if you don’t follow the crowd you’ll be a better investor. “Value investing is a contr…
- How To Invest Like Sir John Templeton In 2017One of the most famous contrarian investors of all time was Sir John Templeton. Templeton was remembered for a number of famous quotes including: “To buy when others are despond…
- Mohnish Pabrai – How To Calculate Intrinsic ValueI’ve just been re-reading one of my favorite investing books of all time, The Dhando Investor, written by Mohnish Pabrai. In Chapter 7, Dhandho 102: Invest in Simple Businesses,…
- Howard Marks Says You Can Invest In The Worst Companies In America And Have A Good ExperienceAs a value investor it’s important that you always assess the downside risk of your investments, prior to purchase. Famed investors Buffett and Klarman are always speaking about…
- James Montier – There Are No Silver Bullets In Investing (Just Old Snake Oil In New Bottles)According to the Cambridge dictionary a snake oil salesman is: someone who deceives people in order to get money from them: He was dubbed a “modern day snake oil salesman” after…
- Bruce Berkowitz Says I’m Investing In That Which Is Hated Or Deemed To Fail And That’s Where I Like To BeHere’s a great interview on Bloomberg with Bruce Berkowitz. In terms of being a contrarian Berkowitz says, “The markets are not cheap, the markets are being driven by a handful …
- How Warren Buffett Turned $10.6 Million Into $221 Million While Others Were Embracing The EMTAs a value investor it is important that you read every word of every letter ever written by Warren Buffett in his Berkshire Hathaway Shareholder Letters. One great example of w…
- Investors Shouldn’t Compare Their Performance To Others – Here’s WhyGreat article by Ian Cassell at MicroCapClub titled, Don’t Compare Yourself To Others. Ian covers two important issues that all investors can relate to. The first is how to sit …
- Returns to The Acquirer’s Multiple® Screeners and The Best Value Stocks[View the story “Week Beginning June 19th, 2017” on Storify]
- The Acquirer’s Multiple® Canada All TSX Stock Screen BacktestChart 1. Returns from January 2, 1999 to June 16, 2017 (Log.) We backtested the returns to a theoretical portfolio of stocks selected by The Acquirer’s Multiple® from the Canada…
- This Week’s Best Investing Reads From Our Top 50 Investing Blogs 2017Each week Tobias and I pick out the best investing reads from our Top 50 Investing Blogs 2017. Here’s what we’ve been reading: My Friend is Beating Me (The Irrelevant Investor) …