Value Briefs
The Acquirer's Multiple
Hedge funds are bullish on these stocks. Read our stock analysis to find out why - and then form your own opinion. When multiple hedge funds pick up on a single stock, it’s definitely worth paying attention to. Hedge Fund Alpha’s stock analysis picks out the small-cap and under-the-radar stocks that multiple hedge funds are talking about. Providing coverage of several hedge fund letters in a single post, we share why those funds are long those stocks and any concerns they might have about them. In cases where there’s a short thesis facing off with a long thesis, we share both sides of the stock narrative. Check out our stock analysis page for all the hottest hedge fund stocks managers are talking about.
Value Briefs
Value Briefs
Ed Thorp: The Importance Of Having An Edge In Investing
James Montier: You Can Turn Behavioral Biases Into An Advantage Using A Valuation-Based Framework
Seth Klarman Protege David Abrams Says “Value Investing Is The E = mc² Of Money And Investing”
Value Briefs
Michael Mauboussin: The Babe Ruth Effect Generates More Successful Returns
Nassim Taleb: How Frequent The Profit Is Irrelevant; It Is The Magnitude Of The Outcome That Counts
Rich Pzena: The Best Way To Protect Yourself Against Value Traps
Value Briefs
Howard Marks: The Greatest Formula For Long-Term Wealth Creation Is…
Michael Mauboussin: What Separates Great Investors From Average Investors
Value Briefs
Joel Greenblatt Says Opportunity Is There If You Know How To Value Businesses
Charlie Munger: The First Rule Of Value Investing
Seth Klarman: Successful Value Investing Requires A Multi-Strategy Approach
James Montier: “Finance Has Turned The Art Of Transforming The Simple Into The Perplexing Into An Industry”
Howard Marks: The Two Main Risks In The Investment World
Interview With Brad Lamensdorf Of The Short Squeeze ETF
Charlie Munger: The Parable Of Basicland
Warren Buffett: The Prototype Of A Dream Business
Daniel Kahneman: The Illusion Of Stock-Picking Skill
Charlie Munger Can Be Merciless If He Believes He Has Caught Someone In An Act Of Silly Self-Deception

