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.
Value Briefs
Charles Munger: 6 Traits Of Being A Great Investor
Jake Taylor: How To Know If You’re A Skillful Or Lucky Investor
Jeff Auxier: Warren Buffett Told Me To Get Far Away From Wall Street And Move To A Farm
Low-Turnover Compounding
Value Briefs
Michael Burry: Volatility Does Not Determine Risk
Fred Liu: Invert DCF – Future Cashflows Are ‘Free Options’ In The Future
Buffett’s Hitting Coach Munger
John Huber – Business Analyst, Concentrated High-Quality In A Modern Buffett Partnership
Long-Lived Instos
Bill Ackman: Investors Make Truly Great Returns In A Handful Of Names
How John Malone Changed Wall Street’s Focus With Unconventional Thinking
Combining Fundamentals With Technical Analysis
Bill Ackman: Find Companies That Can Survive The ‘Great Flood’
Bruce Greenwald: How Buffett Measures The Size Of A Franchise Business Moat
#NeverSell
David Einhorn’s Bubble Hunting
Ben Graham On Buying The Latest Market Darlings At Any Price
Seth Klarman: Successful Investing Means Not Caring About Where The Stock Trades In-Between

