Investing Strategy
Page 5
- T Boone Pickens – 6 Timeless Lessons For InvestorsEarlier this year T Boone Pickens wrote a great article at Forbes called – Ninety Years Of Lessons Learned: T. Boone Pickens’ Letter To The Class Of 2018. In it he provided six …
- Cliff Asness: What Type Of Diversification Works Best During The Worst Of TimesCliff Asness and the team at AQR recently released a great paper titled – It Was the Worst of Times: Diversification During a Century of Drawdowns. The paper uses nearly 100 yea…
- Howard Marks: Latest Memo – The Seven Worst Words In The WorldHoward Marks has just released his latest memo which focuses on today’s economic environment compared to 2008 saying: “Thus the idea for this memo came from the seven worst word…
- Peter Lynch: Even The Great Investors Need A Little Bit Of LuckHere’s a great interview with value investing legend Peter Lynch in which he discusses how he made his first stock pick a 10-Bagger. This illustrates the point that all investor…
- Howard Marks: 6 Classic Investment Mistakes That Every Investor Should AvoidIn his 2006 memo titled ‘Pigweed’ Howard Marks provided investors with six classic investment mistakes that every investor should avoid using the real-life case study of hedge f…
- Michael Mauboussin: Five Common Mistakes That Investors MakeHere’s a great video by Michael Mauboussin in which he highlights five common mistakes that investors make. These are: 1. “First is it is really important to try to minimize you…
- Murray Stahl: We Find Things That Nobody Wants To Buy For A Reason That Is Not Related To Fundamentals Of ValuationOne of the investors we like to follow closely here at The Acquirer’s Multiple is Murray Stahl, CEO of Horizon Kinetics. Stahl has a particular knack of finding investment oppor…
- Richard Zeckhauser: Mere Mortals Should Not Try To Imitate Warren Buffett or Bill MillerSome years ago Richard Zeckhauser, a professor of political economy and bridge player, wrote a very interesting paper called – Investing in the Unknown and Unknowable (UU). His …
- Michael Burry (1999): It Seems To Me That AAPL Is Incredibly Undervalued @ $1.59Back on 5/17/1999 Michael Burry, a self confessed value investor, wrote a post on an investing message-board called – The Silicon Investor. His post detailed his valuation on AA…
- Howard Marks: One Thing That Makes Great Investors GreatHere’s a great interview with Howard Marks from his own series called – The Marks Investor Series. In this Q&A session Marks discusses what makes great investors great. Here’s a…
- Ken Fisher: Time In The Market Beats Timing The Market – Almost AlwaysKen Fisher, founder of Fisher Investments, wrote a great article in USA Today which illustrates the importance of spending time in the market as opposed to trying to time the ma…
- Francis Chou: Value Investors Must Remain Confident When Your Strategy Does Not Appear To Be WorkingOne of the value investors we like to follow closely here at The Acquirer’s Multiple is Francis Chou, founder of Chou Associates Fund. Chou recently released his 2018 semi-annua…
- WSJ: How Did Warren Buffett Respond To Lehman and AIG When They Asked For Help In 2008Here’s a great video from the WSJ in which Warren Buffett discusses the 2008 financial crisis, how he was approached by both Lehman Brothers and AIG when they asked for help, an…
- Bill Nygren: Intangibles Are The Key To Business Valuation TodayBill Nygren, Portfolio Manager at The Oakmark Funds, has just released a video which highlights the importance of considering intangibles when valuing businesses today saying: “…
- Charlie Munger: Look For Businesses Using The Cancer Surgery FormulaIn a 1995 edition of The Outstanding Investor Digest, Charlie Munger recounted the types of business models that he and Warren Buffett like to invest in. Most noteworthy is what…
- Bruce Flatt (Brookfield): “Being Contrarian And Not Being Where The Crowd Is Going – Is Hard To Do – But The Most Lucrative If Accomplished”Here’s a great presentation from Bruce Flatt, CEO of Brookfield Asset Management, speaking to the folks at Google about – Durable Principles for Real Asset Investing. Flatt make…
- David Einhorn: Greenlight Capital’s Big August Loss Compounds 2018 WoesHere’s an article at Institutional Investor which discusses David Einhorn’s ongoing underperformance. According to this article at Reuters – Billionaire investor David Einhorn’s…
- Howard Marks: At Oaktree We Say, “Well Bought Is Half Sold.”One of our favorite books from our list of 50 Of The Best Investing Books Of All Time is – The Most Important Thing: Uncommon Sense for the Thoughtful Investor, by Howard Marks.…