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.
Bill Ackman – Top 10 Holdings Q1 2019
The Graham Two Factor Model Still Provides Great Returns Today
What Are The Four Attributes Necessary To Create A Successful ‘SuperDogs’ Portfolio
Activism, Done Correctly, Protects Shareholders From Stupid Management Decisions
Eric Cinnamond – Small Value, Absolute Return Small Cap Value Management
Joel Greenblatt: Selling: Know When To Hold ‘Em, Know When To Fold ‘Em
Joel Greenblatt: Here’s Why A Concentrated Portfolio Makes Sense
How Can Investors Find Opportunities In The Small & Micro-Cap Universe
Investors Can Find Some Of The Best Opportunities In The Smallest Listed Companies
There’s A Lot Of Value In Cyclical Commodity Stocks, But You Have To Use A Different Valuation Method
Michael Burry: The Best Way For Investors To Minimize Risk Is…
If There’s A Wall Street Analyst Hammering A Company, Investors Really Need To Know Why Before Taking The Other Side
Daily Journal Corp (Charles Munger) – Top 10 Holdings Q2 2019
Michael Mauboussin: The Five Principles Of Good Capital Allocation
Peter Simpson-Morgan – Aussie Lynch, Peter Lynch-Style Investing In Australia
Berkshire Hathaway (Warren Buffett) – Top 10 Holdings Q1 2019
Charlie Munger: Great Investors Can Tune Out Standard Stupidities
Seth Klarman – Top 10 Holdings Q12019

