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.
Howard Marks: One Thing That Makes Great Investors Great
Prem Watsa: Top 10 Holdings, New Buys, Sold Out Positions
TAM Stock Screener – Stocks Appearing In Dalio, Greenblatt, Griffin Portfolios
Bill Nygren: Intangibles Are The Key To Business Valuation Today
Ray Dalio – FREE Book – A Template For Understanding Big Debt Crises
Francis Chou: Value Investors Must Remain Confident When Your Strategy Does Not Appear To Be Working
Bill Ackman: 11 Books That Every Investor Should Read
Charlie Munger: Look For Businesses Using The Cancer Surgery Formula
Joel Greenblatt: 17 Books That Every Investor Should Read
Stocks Appearing In Tepper, Greenblatt, Griffin Portfolios
Bruce Flatt (Brookfield): “Being Contrarian And Not Being Where The Crowd Is Going – Is Hard To Do – But The Most Lucrative If Accomplished”
Value Briefs
George Soros: Top 10 Holdings, New Buys, Sold Out Positions
Chuck Royce: Deep Value Investing Using Enterprise Value To EBIT As A Valuation Metric
Howard Marks: At Oaktree We Say, “Well Bought Is Half Sold.”
Seth Klarman: Value Investing In Bull Markets
Christopher Davis: Value Investing Opportunities Exist When A Company Is In The Headlines For Unfavorable Reasons
Howard Marks: The Refusal To Catch A Falling Knife Is A Rationalization For Inaction. It’s Our Job To Catch Falling Knives. That’s How You Get Bargains!
Warren Buffett: 35 Books That Every Investor Should Read

