Investing Strategies
19 posts
- Warren Buffett: Great Investments Go Beyond the Balance SheetInvesting is a balance between hard data and good judgment. As Warren Buffett put it in his 1967 Partnership Letter, “The evaluation of securities and businesses for investment …
Cliff Asness: Investors Should Avoid These Two ExtremesIn this interview with the Insightful Investor, Cliff Asness discusses the challenge of evaluating an investment strategy during difficult periods. He warns against two extremes…
Buy and Hold Forever? The Truth About Long-Term Investing StrategiesDuring their recent episode, Taylor, Carlisle, and Ian Cassel discussed Buy and Hold Forever? The Truth About Long-Term Investing Strategies. Here’s an excerpt from the episode:…
Why Car Dealerships Can Be a Great Business: Insights from Warren BuffettIn this interview with Carol Loomis at Fortune MPW, Warren Buffett explains that a good business earns a high return on tangible assets, whether it grows or not. However, overpa…
How Peter Lynch’s Tenbagger Strategy Can Transform Your PortfolioIn his book, One Up On Wall Street, Peter Lynch discusses the power of finding “tenbagger” stocks—investments that grow tenfold. He shares how his first stock, Flying Tiger Airl…
David Einhorn On Memecoins and Market BubblesIn his latest Q4 2024 Letter, David Einhorn discusses the rise of Fartcoin, a cryptocurrency that surged in value despite lacking intrinsic utility. He compares it to past specu…
Joel Greenblatt: The Simplest Way To Think About Business ValuationIn this interview with Barry Ritholz, Joel Greenblatt defines value investing as determining a business’s worth and paying significantly less, rather than relying on traditional…
Warren Buffett’s Take: Investing in Industries vs. CompaniesDuring this interview with Dr. George Athanassakos and Ivey MBA and HBA students, Warren Buffett discusses the challenges of picking individual pharmaceutical companies due to t…
The Undervalued Stock That Superinvestors Are Loading Up OnAs part of the weekly research here at The Acquirer’s Multiple we’re always interested in investing gurus who hold the same stocks that appear in our Acquirer’s Multiple Stock S…
Howard Marks: Following the Crowd Will Ruin Your PortfolioDuring his recent interview at Chicago Booth, Howard Marks explained how human emotions often lead investors to make poor decisions—buying high when markets are thriving and sel…
Chris Davis: Stock-Picking Strategies for a Disconnected MarketIn his recent interview with Barron’s, value investor Chris Davis discusses two key investment questions: the type of businesses to own and the price to pay for them. Viewing in…
Howard Marks: Adapt Your Portfolio to the Present, Not the UnknownIn his book, The Most Important Thing, Howard Marks explains that strategic decisions in various fields, such as driving, golfing, or dressing, are influenced by current conditi…
Warren Buffett: You Only Need One Opportunity Each YearDuring this interview at the 25th Anniversary of The Economic Club of Washington, D.C, Warren Buffett reflects on his early investment in Berkshire Hathaway, describing it as a …
Warren Buffett: Why Market Drops Are Good for InvestorsIn his 1997 Berskshire Hathaway Chairman’s Letter, Warren Buffett highlights the advantages of stock repurchase programs, particularly when prices are low, as they increase owne…
Warren Buffett: Stop Listening To Your Neighbor’s Stock-TipsIn this interview with Fortune Magazine, Warren Buffett advises against speculative investing and emphasizes the importance of understanding the assets you buy. He suggests eval…
The Risks of Shorting MSTR and Long BitcoinDuring their recent episode, Taylor, Carlisle, and Jason Buck discussed The Risks of Shorting MSTR and Long Bitcoin. Here’s an excerpt from the episode: Jason: Well, the other t…
Mohnish Pabrai: Aim for a Home Run, Settle for Breaking EvenIn this Q&A session with MBA students at Columbia Business School, Mohnish Pabrai discusses the importance of assessing potential risks and outcomes before making investments. H…- VALUE: After Hours (S06 E47): Jason C. Buck On Volatility, Options, Crises, Crashes, Value And Reasons To Be OptimisticIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Jason Buck discuss: The Risks of Shorting MSTR and Long Bitcoin Why Value Investing …