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
Value Portfolios Formed On Price-To-Earnings Are Underperforming Glamour For The Longest Time *Ever* Going Back To 1951 – 9 Years
Michael Burry – Top 10 Holdings Q12019
Investors Should Spend More Time Focusing On The Culture Of The Business Behind The Stock
Walter Schloss: How To Invest Stress-Free For 40 Years
Seth Klarman Protege David Abrams – Top 10 Holdings Q12019
Howard Marks: The Great Investors Are Unemotional People
How Smart Investors Use ‘Good’ Leverage To Magnify Returns
Investing Decisions Should Be Based On Empirical Data – Not Stories And Emotions
How Can Investors Implement A Successful Private Equity Strategy Into The Public Markets
Value Investing Will Turn Around But No-One Can Say When
Charlie Munger: I’m Ashamed On Missing Out On Google And, Beware Of IPO Unicorns
How Do You Generate A Performance Record Better Than Mohnish Pabrai
Howard Marks: Top 10 Holdings Q12019
Joel Greenblatt: Q42018 Top 10 Holdings
Walter Schloss: When You Find Great Stocks, Keep Them A Secret
Tweedy Browne Co LLC – Top 10 Holdings
Warren Buffett: Sometimes Buying A Basket Of Stocks In An Industry Is Better Than Picking Individual Stocks
Charlie Munger: Focus Investing – One Way To Beat The Market

