The Acquirer's Multiple
Each hedge fund has its own “secret sauce” when it comes to investing, but what if you could get the inside track on what your favorite managers are thinking? Read what top managers are writing about their investment strategies here. You’ll find a wide range of opinions about the best ways to invest from leading managers from around the globe. Top managers are also weighing in on macro conditions, providing their insight and wisdom into how the world is affecting the U.S. and global markets. See opinions from Spruce Point, Kerrisdale Capital, John Huber, Praetorian Capital, KKR, Hawk Ridge, and more. Get up to date with all the latest hedge fund strategies and insights here.
Terry Smith: Tech Companies Should Stop Behaving As Though Money Is Free, And Stick To Their Core Business
Chuck Royce: The Importance Of Staying Invested
Aswath Damodaran: The 3 Sins Of Data Analysis
Bill Miller: This Is A John Templeton Market
Charles Munger – Top 10 Holdings – Latest 13F
Mohnish Pabrai: It’s OK To End Up With 80%-90% Of Your Net Worth In One Stock
Michael Mauboussin: How To Use A ‘Value Stick’ Framework
Joel Greenblatt: Buy Stocks Like You’re In The Insurance Business
Bill Nygren: There Are Lots Of Opportunities With The Market Down So Much
Mohnish Pabrai: Investors Who Find Themselves At The Bottom Of A Deep Well Need A Long Rope To Get Out
Warren Buffett: Starting Over – What I Would Have Done Differently
Jeffrey Gundlach: All The Major Trends Have Reversed
Howard Marks: Nothing In The Investment Business Is Certain
The Genius Of Warren Buffett
Warren Buffett: Investing Lessons from the ‘Frozen Corporation’: Avoid Value Traps
GMO: ‘Emerging Value’ To Return 9% – 7 Year Asset Class Forecast
Warren Buffett: Getting New Ideas & Shedding Old Ones
Mohnish Pabrai: Markets Provide Investors With Very High Error Rates

