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- What Are The Three Components Of An Equity Investment’s Return – Mason Hawkins(Image Credit, marcellusdrilling.com) Mason Hawkins has been Chairman and Chief Executive Officer of Southeastern Asset Management since 1975. Southeastern Asset Management is a…
- Deep Value Investing – Amit Wadhwaney(Image Credit, youtube.com) Amit Wadhwaney is a Portfolio Manager and Co-Founding Partner at Moerus Capital Management LLC, and the founding manager of the Moerus Worldwide Valu…
Value Investing Is Key Because We Can’t Predict The Market’s Booms And Busts – ForbesWe’re always on the look out for the latest in value investing news. Just found a recent article on Forbes titled, Value Investing Is Key Because We Can’t Predict The Market’s B…
GuruFocus Book Review – Deep Value – Tobias Carlisle(Image Credit, returntome.info) Here at The Acquirer’s Multiple, we don’t like to ‘blow our own trumpets”. We like to let others do it for us! Our Founder, Tobias Carlisle, wrot…- What Does It Take To Be A Successful Contrarian Value Investor – John Rogers(Image Credit, cnbc.com) John Rogers is a true contrarian value investor. In 1983, Rogers founded Ariel Investments headquartered in Chicago. Since its inception, Ariel Investme…
- Going For Too Much Certainty Can Hold You Back – There Is No Certainty – Glenn GreenbergGlenn Greenberg is the founder and portfolio manager of Brave Warrior Capital. Previously, Greenberg ran Chieftain Capital Management, which he founded in 1984. Brave Warrior Ca…
- Advisors And Fund Managers Ignore Value Because It Carries Higher Career RiskValue investing requires a long term time horizon involving patience and discipline. Unfortunately for advisors and fund managers, their own performance is judged on much shorte…
- Look At Equities Like A Bond Buyer Would Look At Bonds – Donald Yacktman(Image Credit, youtube.com) Donald Yacktman is the President and Co-Chief Investment Officer of Yacktman Asset Management Co. He’s also a Co-Manager for the Yacktman Funds. Yack…
- Human Nature Makes It Hard For Markets To Be Efficient – Seth KlarmanSeth Klarman is a value investor and Portfolio Manager of the investment partnership The Baupost Group. Founded in 1983, The Baupost Group now manages $27 billion in Assets Unde…
- Returns to The Acquirer’s Multiple® Screeners and The Best Value Stocks[View the story “Week Beginning September 12th, 2016” on Storify]
- Which Is The Best Pond to Fish In – Donald Smith(Image Credit, youtube.com) Donald Smith is the CIO of Donald Smith & Co. He began his career as an analyst with Capital Research Company and subsequently worked at Capital Guar…
- Charlie Munger Told Mohnish Pabrai – An Investor Only Needs To Do Three Things (Video)Mohnish Pabrai is Managing Partner of Pabrai Investment Funds. Pabrai started with $1 million in 1999, and the Pabrai Funds has grown to over $400 million in assets under manage…
- How To Find Good Businesses Using A Three-Legged Milking Stool – Chuck Akre(Image Credit, dailymotion.com) Chuck Akre is the founder of Akre Capital Management LLC. His firm has $4.8 Billion in Assets Under Management (Form ADV from 2015-11-01). Akre u…
- What Makes a Great Value Investor – Richard Pzena(Image Credit, cnbc.com) Richard “Rich” Pzena is the founder and chief investment officer of Pzena Investment Management, a New York-based deep value investment firm with over $…
- Jack Bogle: The Undisputed Champion of the Long RunJohn ‘Jack’ Bogle is the founder and retired CEO of The Vanguard Group. He was also named one of the “world’s 100 most powerful and influential people”, by Time magazine in 2004…
- Oaktree’s Howard Marks Warns: Invest, But With CautionLast month I read a great article on Howard Marks where he warned investors about the current investing climate saying, “For the past five years my mantra with Oaktree has been …
- How Can ‘Scandal’ Provide the Best Opportunities – Christopher DavisChristopher Davis is a portfolio manager for the Davis Large Cap Value Portfolios. According to Amazon, the Davis Dynasty begins in 1947, the year Shelby Davis quit his job as a…
- The Three Toughest Words In The Investment Business, “I Don’t Know” – Chris Browne(Image Credit, bc.sas.upenn.edu) Chris Browne was best known as the Managing Director of the legendary investing firm Tweedy Browne & Co. Tweedy, Browne Company LLC, a successor…