The Acquirer's Multiple
Michael Burry (1999): It Seems To Me That Apple Is Incredibly Undervalued @ $1.59
Howard Marks: One Thing That Makes Great Investors Great
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”
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
Warren Buffett: In The World Of Mergers And Acquisitions, A Limping Horse Could Be Peddled As Secretariat

