The Acquirer's Multiple
Investors Should Beware When They Start To See ‘Information Cascades’
The SMID-Cap Universe Provides Greater Opportunities Over Large And Small Caps – Here’s Why
Value Briefs
Value Portfolios Formed On Price-To-Earnings Are Underperforming Glamour For The Longest Time *Ever* Going Back To 1951 – 9 Years
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
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
Walter Schloss: When You Find Great Stocks, Keep Them A Secret
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
Prem Watsa: Shorting Cost Us $2 Billion And Why Value Investing Is So Tough
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

