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- Value Investing Nuggets – Value Investor Insight Newsletter – March 2017One of the best resources for value investors are the Value Investor Insight Newsletters. The VII newsletter is a value investment publication full of value investing nuggets an…
- There Are Now More Indexes Than Stocks – Here’s WhyAccording to a recent Bloomberg article, the number of market indexes now exceeds the number of U.S. stocks. Here’s an excerpt from that article:
- John Huber – Short-Termism Provides Value Investors With A Significant Sustainable AdvantageOne of the value investors we like to follow closely at The Acquirer’s Multiple is John Huber at Saber Capital Management LLC. Huber writes some of the best shareholder letters …
- Returns to The Acquirer’s Multiple® Screeners and The Best Value Stocks[View the story “Week Beginning May 15th, 2017” on Storify]
- TAM Deep Value Stock Screeners – Overnight Market Update – May 13, 2017TAM Deep Value Stock Screeners – Market Update The TAM Deep Value Stock Portfolio fell -0.20% overnight to 13.15%. The Russell 3000 (INDEXRUSSELL:RUA) also fell -0.19% to 10.26%…
- George Athanassakos: The Shift Towards Passive Investing Is Creating An Opportunity For Active InvestorsOne of the academics we like to follow closely at The Acquirer’s Multiple is George Athanassakos. Athanassakos is the Director of the Ben Graham Centre for Value Investing Ivey …
- Pzena Investment Management: Investing In The Cheapest Stocks Provides Superior Investment Performance Over The Long TermOne of the investors we follow closely at The Acquirer’s Multiple is Rich Pzena at Pzena Investment Management (Pzena). Pzena recently released its Q1 2017 commentary in which t…
- TAM Deep Value Stock Screeners – Overnight Market Update – May 12, 2017TAM Deep Value Stock Screeners – Market Update The TAM Deep Value Stock Portfolio fell -0.78% overnight to 13.33%. The Russell 3000 (INDEXRUSSELL:RUA) also fell -0.28% to 10.47%…
- Value Investing Nuggets – Graham & Doddsville Newsletter – Spring 2017One of the best resources for value investors are the Graham & Doddsville Newsletters. The G&D newsletter is an investment publication from Columbia Business School (CBS) full o…
- David Wallack (T. Rowe Price) – How Be A Successful Contrarian InvestorDavid Wallack is the portfolio manager of the T. Rowe Price Mid-Cap Value Fund and was recently named by Morningstar as the 2016 U.S. Domestic-Stock Fund Manager of the Year. Wa…
- TAM Deep Value Stock Screeners – Overnight Market Update – May 11, 2017TAM Deep Value Stock Screeners – Market Update The TAM Deep Value Stock Portfolio was up 0.49% overnight to 13.83%. The Russell 3000 (INDEXRUSSELL:RUA) rose 0.16% to 10.78%. The…
- Meb Faber – Here’s Why Investors Are Missing Out By Ignoring Total Shareholder YieldOne of the blogs that we follow closely here at The Acquirer’s Multiple is mebfaber.com. Meb provides a lot of great investing insights in his articles. Earlier this year he wro…
- Jeremy Grantham: The Rules Have Changed for Value InvestorsGMO Co-founder Jeremy Grantham recently did an interview with Wealthmanagement.com in which he discusses how the world has changed for value investors. He says, “Since 2000, it’…
- TAM Deep Value Stock Screeners – Overnight Market Update – May 10, 2017TAM Stock Screeners – Market Update The TAM Deep Value Stock Portfolio was up 0.88% overnight to 13.12%. The Russell 3000 Index fell 0.08% to 10.60%. The TAM Deep Value Stock Po…
- TAM Deep Value Stock Portfolio Up 12.25%, Outpacing Russell 3000 Index by 1.55%The TAM Deep Value Stock Portfolio is up 12.25% today outpacing the Russell 3000 Index by 1.55%, since inception. The portfolio has been boosted by the recent Q1 2017 earnings r…
- Warren Buffett: It’s A Huge Bargain To Buy Stocks Now If Interest Rates Stay Where They Are, Here’s WhyIn a recent CNBC interview Warren Buffett said, “The most important item, over time, in valuation is interest rates”. He added, “It’s a huge bargain to buy stocks now if you kne…
- Michael Mauboussin: The Incredible Shrinking Universe of Stocks – The Causes and Consequences of Fewer U.S. EquitiesMichael Mauboussin and the team at Credit Suisse Global Financial Strategies recently published a report on The Incredible Shrinking Universe of Stocks – The Causes and Conseque…
- Charles Munger: The Investing World Is Just A Morass Of Wrong Incentives, Crazy Reporting, And A Fair Amount Of DelusionDuring Saturday’s annual Berkshire Hathaway pilgrimage, Warren Buffett and Charlie Munger once again challenged the value of hedge funds and their managers. During the meeting B…