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.
Charles Munger: Why Warren Buffett Is Selling Wells Fargo And I’m Not
Joel Greenblatt: What Makes A Great Investor
Lee Ainslie’s Top 10 Holdings (Q1 2021) – Big Bet On Coupang Inc
Howard Marks: Investors Should Be Looking For Opportunities In The ‘Downtrodden’
The White-Hot Housing Market
Should Buffett Have Sold Wells Fargo Earlier?
Michael Burry: The Deleterious Effect Of Permanent Capital Loss On Portfolio Returns Cannot Be Overstated
Holding Multi-Baggers Means 30%, 40%, 50% Drawdowns
Investing In Predictability
Similarities Between Crypto And The Gold Rush
Growth Back-On & What’s Next For Value
The Market Is So Hungry For Equity
Stanley Druckenmiller: Make Big Concentrated Bets When You Have A Lot Of Conviction
Chris Cole: Constructing A Portfolio That Will Last 100 Years
The Real Reason The Fed Aims For 2% Inflation
What Makes Druckenmiller A Great Investor
Hanging Out With Tom Gayner At The Markel Annual Meeting
Will The Small Value Rally Continue?

