Research
45 posts
- Investors Obsess Over Active vs. Passive Investing: There’s a Third OptionWhat is the best approach to building a common stock portfolio: active or passive investing? This has been an ongoing debate for several decades. However, few investors realize …
- Beware The Profit Makers – Cash is King!If there’s one thing I’ve learnt about analyzing financial statements over the years, it’s that you must analyse all three financial statements, Balance Sheet, Income Statement …
How Did The Top 30 Deep Value Large Cap US Stocks Perform This Week?We run three screens here at The Acquirer’s Multiple. The All Investable Screener This screen shows the top 30 companies in The Acquirer’s Multiple® All Investable Stocks univer…- How To Pick Good Stocks By Trying To Kill The Business (Strategy) – Bruce Berkowitz(Image Credit, institutionalinvestor.com) One investor I like to follow closely, is Bruce Berkowitz. Berkowitz is the Founder and Chief Investment Officer of Fairholme Capital M…
- How to Find Undervalued Stocks Using the 80/20 Rule – Bill Nygren (Part 2)(Image Credit, fortune.com) This is Part 2 of How to Find Undervalued Stocks Using the 80/20 Rule – Bill Nygren. To read Part 1, click here. The following is a continuation of t…
- How to Find Undervalued Stocks Using the 80/20 Rule – Bill Nygren (Part 1)(Image Credit, fortune.com) Bill Nygren has been a manager of the Oakmark Select Fund (OAKLX) since 1996, Oakmark Fund (OAKMX) since 2000 and the Oakmark Global Select Fund (OAK…
- The Lehman Brothers $1.1 Billion Discrepancy, “Accounting Ingenuity” – David Einhorn(Image Credit, forbes.com) David Einhorn is one of most famous hedge fund managers on the planet and a master of company analysis. He’s the founder and president of Greenlight C…
- The Lost Art of Contrary Thinking – Seth KlarmanJust about every investor has heard of Seth Klarman. According to Forbes, “Investing legend Seth Klarman runs Boston-based firm The Baupost Group. With $27 billion under managem…
- How Do You Know When a Company is in “The Value Zone” – Arnold Van Den Berg(Image Credit, gurufocus.com) Value investor, Arnold Van Den Berg founded Century Management in 1974. He is a principal of the firm, the Chief Executive Officer, and co-Chief In…
- How to Develop a Simple Investing Strategy, and Don’t Try to Calculate Intrinsic Value – Charles Mizrahi(Image Credit, twitter.com) A lot of investors have never heard of Charles Mizrahi. Mizrahi is editor of the Hidden Values Alert and the Inevitable Wealth Portfolio newsletters.…
- How to Find Great Investments, and Why You Should Ignore DCFs – David Winters(Image Credit, www.reuters.com) David Winters is an awesome value investor and Founder and Chief Investment Officer of The Wintergreen Fund. Prior to founding Wintergreen Adviso…
- Why Models Beat Humans – What Works on Wall Street – James O’Shaughnessy(Image Credit, business.financialpost.com), One of the best value investors on the planet is of course, James O’Shaughnessy. James O’Shaughnessy, also known as Jim, is a Princip…
- Start with the balance sheet, and ignore DCF – Bruce Greenwald(Image Credit, www.lifeposts.com) I’m always interested in reading and listening to anything by Bruce Greenwald. Bruce Greenwald is a professor at Columbia University’s Graduate…
- 50 of the best investing blogs on the planet, plus a couple more (2016)(Image Credit, julieeliselandry.com) As value investing bloggers, there’s a whole bunch of us out there sitting down at the computer trying to come up with the next writing idea…
- The Superinvestors of Graham-and-Doddsville – (Freshly Transcribed 2016) – Part 3This is Part 3, in the 3 part series The Superinvestors of Graham-and-Doddsville – (Freshly Transcribed 2016). To read Part 1, click here, The Superinvestors of Graham-and-Dodds…
- What types of stocks should you own, and when is the best time to sell – Leon Cooperman(Image Credit, wsj.com) Leon Cooperman CFA, is another one of my favorite value investors. In 1967 he started with Goldman Sachs. He held a number of key positions in the firm, …
- The Superinvestors of Graham-and-Doddsville – (Freshly Transcribed 2016) – Part 2This is Part 2 of The Superinvestors of Graham-and-Doddsville – (Freshly Transcribed 2016). If you missed Part 1, you can find it here, The Superinvestors of Graham-and-Doddsvil…
- The Superinvestors of Graham-and-Doddsville – (Freshly Transcribed 2016) – Part 1“The Superinvestors of Graham-and-Doddsville” is an article by Warren Buffett promoting value investing, published in the Fall, 1984 issue of Hermes, Columbia Business School ma…