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- Howard Marks – Anticipate – And Avoid – Pitfalls That Others Will Rue After The FactWith the stock market reaching all time highs, maybe it’s a good time to revisit Howard Marks’ memo of 2005 in which he discusses market trends being taken to excess – and the p…
- Seth Klarman – Beware of Value PretendersWith so many articles dedicated to the debate on value stocks vs growth stocks I think it’s a good time to revisit what Seth Klarman calls ‘Value Pretenders’ in his best-selling…
- 44% Of Fund Managers Say Stocks Are OvervaluedA recent article at Bloomberg says U.S. stocks are the most overvalued investment in the world. At least that’s what institutional investors say. Here’s an excerpt from that art…
- 5 Things to Consider Before Buying Today’s Hot InvestmentThe New York Times provides 5 great tips for investors that are considering buying today’s hottest stocks. Here’s and excerpt from that article: We are again nearing what appear…
- So Value Investing Is Not Dead According To GoldmansI had to smile when I read this article on Bloomberg titled, Goldman Sachs Mulls the Death of Value Investing. The article states: There isn’t much value in value investing thes…
- Bill Nygren – How To Apply A Private-Equity Approach To Public-Equity InvestingGreat interview with Bill Nygren and Win Murray from Oakmark Capital in last month’s Value Investor Insight Newsletter. On the subject of passive vs active investing Nygren says…
- A Very Simple Formula For Figuring Out How Many Stocks To HoldHere at the Acquirer’s Multiple we believe your equally weighted portfolio should consist of 20-30 stocks generated from our Deep Value Stock Screens. In general terms, holding …
- It Appears To Be Time For Value Stocks To Shine AgainRecent article at The Street says, it appears to be time for value stocks to shine again. The trend reversal is likely to last for years, rather than weeks or months. Here’s an …
- Athanassakos Rebukes Another Bogus Study That ‘Proves’ Value Investing Doesn’t WorkGeorge Athaassakos recently wrote a great article that illustrates why most studies that ‘prove’ value investing doesn’t work, are not entirely accurate. Here’s an excerpt from …
- Alio Gold Jumps 19% Last 5 Days – TAM Deep Value Stock ScreenerOne of the cheapest stocks in our All Investable Deep Value Stock Screener is Alio Gold Inc (NYSEMKT:ALO). Alio Gold Inc (Alio), formerly Timmins Gold Corp, is a Canada-based go…
- Nice Portfolio, Shame About The Human Running ItJames Saft at the Globe and Mail illustrates how an investor’s behaviour can be one of the biggest risks facing a successful investing strategy. Here’s an excerpt from that arti…
- One of The Best Investing Tweets of 2017. So Far!One of the best blogs in our Top 50 Investing Blogs 2017 is Morgan Housel at The Collaborative Fund Blog, and one of the best investing tweets for 2017 is this one which encapsu…
- Know What Kind Of Investor You Are Before You Get Caught Up In The Latest HysteriaJosh Brown at The Reformed Broker says calm the f*** down when it comes to the latest stock market hysteria. Here’s an excerpt from his article: Take a step back and look at the…
- Gravity Rules: End Of The Bubble Is In Sight – Dave KranzlerDave Kranzler at Sprott Money reports that gravity rules and the end of the bubble is in sight. Here’s an excerpt from that article: A stock bubble can’t exist without investor …
- The Investment Strategy Pioneered By Warren Buffett Is In Crisis (CNBC)CNBC reports that Warren Buffett’s value investing long/short strategy generated a 15 percent cumulative loss in the past decade and negative returns in 6 out of the last 10 yea…
- Jim Rogers Warns The Biggest Crash In Our Lifetime Is ComingAccording to Business Insider, Jim Rogers says the biggest crash in out lifetime is on its way. Rogers said: It’s going to be the biggest in my lifetime and I’m older than you. …
- If You Own A Great Stock, But The Price Isn’t Going Up, Hang On!Great article from Ian Cassel at MicroCapClub who discusses the age old problem of owning a stock that just won’t go up even though you know it’s a great business. Here’s an exc…
- Returns to The Acquirer’s Multiple® Screeners and The Best Value Stocks[View the story “Week Beginning June 12th, 2017” on Storify]