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 Portfolios Formed On P/CF Are Underperforming Glamour By The Widest Margin “Ever” Going Back To 1951 – 59%
Warren Buffett: You Don’t Want To Buy Stock In The Company That Has To Do Everything Right
Charles Munger – Top 10 Holdings Q12019
16 Of The Best Books On The History Of Finance & Investing
James Montier: Why Does Everyone Hate MMT?
Warren Buffett – Top 10 Holdings Q42018
Michael Mauboussin – You’ve Bought A Stock, It Goes Down – Are You Still Right Or Are You Wrong?
George Soros – Top 10 Holdings Q4 2018
Seth Klarman – Unsuccessful Investors Are Dominated By Emotion
Prem Watsa – Top 10 Holdings Q4 2018
11 Of The Best Books On Stock & Business Valuation
John Rogers: ‘Cheap Orphan’ Stocks Appear During High Volatility Markets
Carl Icahn – Top 10 Holdings Q42018
Seth Klarman Protege David Abrams – Top 10 Holdings Q42018
Aswath Damodaran: Do Not Invest In Companies That Try To Achieve Growth Through Acquisition
Joel Greenblatt – If You Do Good Valuation Work The Market Will Agree With You Eventually
Warren Buffett: Stocks – What Else In The World Don’t You Like To Buy Cheaper Than You’re Paying The Day Before?
Seth Klarman – Top 10 Holdings Q4 2018

