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- Charlie Munger | Wall Street’s Locker Room Culture Does Enormous DamageCharlie Munger is clearly one of the smartest investors on the planet. One of my favorite Munger interviews was one he did with the BBC (below). My favorite Munger quote from th…
(Month 2) – Up 21.7% – TAM $45,000 – Deep Value Stock PortfolioToday is the end of month two of The Acquirer’s Multiple $45,000 – Deep Value Stock Portfolio – Real Money Game, and the portfolio is up 21.7% since inception. The Deep Value St…- The Stanford Marshmallow Experiment | Why We Continue To UnderperformThere’s a very simple reason why investors continue to underperform in the stock market. It’s the inability to ‘stay the course’ with an evidence based strategy that’s been prov…
- Mohnish Pabrai – Shorting Stocks is Simply a Sucker’s BetOne of my favorite investors is Mohnish Pabrai. Mohnish Pabrai is the founder and Managing Partner of the Pabrai Investments Funds, the founder and CEO of Dhandho Funds, and the…
- Howard Marks – The Broad Consensus of Investors is Almost Always WrongIn September of 2015, Howard Marks wrote a memo where he discussed one of the most important concepts in investing. It’s the paradox that exists because most investors think qua…
- Returns to The Acquirer’s Multiple® Screeners and The Best Value Stocks[View the story “Week Beginning November 28th, 2016” on Storify]
- Five Rules To Follow When Picking StocksOne of my favorite podcasts is Masters in Business hosted by Barry Ritholz, and one of my favorite investors is Patrick O’Shaughnessy. So, it was awesome to listen to a podcast …
- Waiting for the Right Pitch – Seth Klarman – Margin of SafetyOne of my favorite investors is Seth Klarman, and one of the best books ever written on investing is, Margin of Safety by Seth Klarman. Such is the popularity of Margin of Safet…
- The Importance of Ignoring the Crowd – Western Refining, Inc. (WNR)One of the things we’re always talking here at The Acquirer’s Multiple is the importance of buying undervalued stocks, and ignoring the crowd, while all around you are looking a…
- Returns to The Acquirer’s Multiple® Screeners and The Best Value Stocks[View the story “Week Beginning November 21st, 2016” on Storify]
- The Acquirer’s Multiple Deep Value Stock Portfolio up 19.99%Just a quick update on my TAM Deep Value Stock Portfolio. Today, the portfolio is up 19.99%. As you can see below there’s been particularly strong performances from Bridgepoint …
- The Reason We Underperform – Markets Have Evolved Faster Than HumansOne of my favorite studies on investor behavior was conducted about ten years ago in the journal Psychological Science, conducted by a team of researchers from Carnegie Mellon U…
- Value Investing Regains Favor in Europe (WSJ)Good news for value investors it seems with what looks like a return to value investing in Europe. I’ve just finished reading an article by Mike Bird at the Wall Street Journal …
- What Works in Investing – Bill Miller (Legg Mason Capital Management)One of my favorite podcasts is Barry Ritholtz’s Masters in Business. This week I listened to his interview with legenday investor Bill Miller. Miller is a legendary stock picker…
- Here’s Why Warren Buffett is Buying Airline StocksUnless you’ve been living on another planet, you’ll know that CNBC reported Berkshire Hathaway recently released SEC filings showing that the company has taken a stake in three …
- Do value investors collectively generate value from their efforts or is it “fool’s gold” – Aswath DamodaranThe best series of posts ever written on whether value investors collectively generate value from their efforts or if it’s just “fool’s gold”, was written by Aswath Damodaran on…
- Returns to The Acquirer’s Multiple® Screeners and The Best Value Stocks[View the story “Week Beginning November 14th, 2016” on Storify]
- The Acquirer’s Multiple Deep Value Stock Portfolio up 18.45%Just a quick update on my TAM Deep Value Stock Portfolio. Today, the portfolio is up 18.45%. As you can see below there’s been particularly strong performances from Bridgepoint …