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.
The First Question To Ask When Analysing Opportunities – What Is The Customer Value Proposition?
Unit Economics – A Modern Value Approach
Oh, How Times Have Changed: Ben Graham’s 10 Criteria For Valuing Stocks
Jeff Bezos: Investors Should Focus On Free Cash Flow, Not Earnings
Joel Greenblatt: A Prudent Approach To Investing In Today’s Market
The Three Things Investors Should Target In A Potential Investment – Moat, Management, And Forecastability
Hottest Short Stocks As Of November 19th
Why Did Warren Buffett Decline Jeff Raikes Advice To Invest In Microsoft When It Was Less Than $20?
Guy Spier: You Want To Set Up Your Investing Strategy So That You Never Have To Be Smart
How To Discover Compounders In Growth Emerging Markets (GEMs)
Ken Fisher: Q3 2019 Top 10 Holdings
Ray Dalio: Q3 2019 Top 5 New Buys, Top 5 Sells
The Leapfrog Effect: Fast-Growing Emerging Economies Can Take Advantage Of Technological Advances, Bypassing Traditional Infrastructure Building
Rashmi Kwatra – Emerging Value, Value In South-East Asian Emerging Markets
Tweedy Browne: Q3 2019 Top 10 Holdings
Does Big Data Lead To More Value Traps?
Value Briefs
Michael Mauboussin: 3 Lessons Investors Can Learn From The Quest To Win The Triple Crown
Jack Forehand – Practical Quant, Applied Value, Momentum, And Guru Replication

