Investing Strategy
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- Jesse Livermore: How I Once Missed A $1,000,000 Profit Through Impatience And Careless TimingOne of our favorite investing books here at The Acquirer’s Multiple is – How To Trade Stocks by Jesse Livermore. There’s one passage in particular in which Livermore recounts th…
- Prem Watsa: Even Great Investors Have To Understand Their LimitationsHere is a an example of what makes Prem Watsa a great investor. We were recently reading though the 1990 Fairfax Annual Report when we came across a couple of gems from Chairman…
- How Does Seth Klarman Implement His Value Investing Strategy Differently To Many Other Value InvestorsLast week @NeckarValue tweeted a link to a great interview with Seth Klarman at Barron’s titled – “Value Hunter in a Sky-High Market”. The article provided a number of great val…
- Mohnish Pabrai’s Advice For Value Investors – ForbesHere’s a great recent interview with Mohnish Pabrai and Kevin Harris at SumZero in which Pabrai provides some valuable investing insights: Kevin Harris: What or who have been yo…
- George Soros: How Investors Can Stay Ahead Of The GameOne of our favorite investing books here at The Acquirer’s Multiple is Soros on Soros by George Soros, It’s written in an interview-style narrative with Byron Wien, Managing Dir…
- What Helps or Hurts Investment Returns? Here’s a RankingHere’s a great article by Barry Ritholz at Bloomberg in which he ranks the most important factors that drive portfolio returns. Here’s an excerpt from that article: What drives …
- Jamie Dimon: Investors Should Not Be Surprised By The Non-Linear Nature of Companies and MarketsJamie Dimon provides some great insights in his Annual Shareholder Letters at JPMorgan Chase. In his latest letter Dimon makes a great point regarding the non-linear nature of c…
- Why A Do-Nothing Approach To Investing Is Often The Right Way To GoHere’s a great article at The Globe And Mail which illustrates how investors are hurting their returns by actively over trading in stocks saying: “Trading is clearly the enemy o…
- Philip Carret: All Stock Investors Are Speculators By NecessityOne of the best books written on investing is The Art Of Speculation, by Philip Carret. There’s one passage in particular in which Carret illustrates how all stock investors are…
- Mohnish Pabrai: “We can do really well in the business even if we don’t understand 98% of the markets and the companies in them”Here’s a great recent interview with Mohnish Pabrai and the folks at ET. During the interview Pabrai provided a number of valuable insights on his value investing approach. Here…
- Ray Dalio: “Think About How To Rotate Your Portfolio To Buy That Which Is Cheap And Sell That Which Is Expensive”Last week Ray Dalio did a question and answer session with some folks on Reddit where he shared a number of valuable investing insights. Dalio started the conversation with the …
- Seth Klarman Protege David Abrams Says “Value Investing Is The E = mc² Of Money And Investing”One of our favorite investors to follow here at The Acquirer’s Multiple is Seth Klarman’s protege David Abrams. Abrams typically shuns the public limelight so it’s difficult to …
- Nassim Taleb: How Frequent The Profit Is Irrelevant; It Is The Magnitude Of The Outcome That CountsHere’s a great investing lesson by Nassim Taleb from his book Fooled by Randomness. Similarly to Michael Mauboussin in this article, Taleb makes the point that it’s not how freq…
- Michael Mauboussin: The Babe Ruth Effect Generates More Successful ReturnsHere’s a great lesson from Michael Mauboussin’s book – More Than You Know. Mauboussin highlights the point that when it comes to successful investing it’s not about the frequenc…
- George Soros: “I Believe That Market Prices Are Always Wrong In The Sense That They Present A Biased View Of The Future”One of our favorite investing books here at The Acquirer’s Multiple is The Alchemy of Finance by George Soros. There’s one passage in particular which encapsulates Soros’ succes…
TIP Mastermind Group Discussion (Including Tobias Carlisle) 2nd Qtr 2018Every quarter the Mastermind Group from The Investor’s Podcast gets together to discuss their latest investment ideas. In this episode, each member of the group recommends a sto…- James Montier: “Finance Has Turned The Art Of Transforming The Simple Into The Perplexing Into An Industry”Some years ago James Montier wrote a great paper called – Was It All Just A Bad Dream? Or, Ten Lessons Not Learnt. Montier’s states that we can learn a great deal about investin…
- Howard Marks: The Two Main Risks In The Investment WorldOne of the best resources for investors are Howard Marks’ memos. One of our favorite memos here at The Acquirer’s Multiple is one he wrote called – Warning Signs in which Marks …