The Acquirer's Multiple
Joel Greenblatt: Q32018 Top 10 Holdings
Charles Munger: A Parody About The Great Recession
Howard Marks: Avoiding All Losses Can Render Success Unachievable Almost As Readily As Can The Occurrence Of Too Many Losses
20 Of The Best Books On Investor Psychology – All Time
Michael Burry: Measuring Money Managers By ‘Relative Performance’ Harms Their Ability To Invest Intelligently
Elon Musk: 8 Books That Every Investor Should Read
Seth Klarman: Q32018 Top 10 Holdings
Warren Buffett: “Berkshire Could Be A Rest Home For Activists”
David Einhorn: Top 10 Holdings, New Buys, Sold Out Positions
Nassim Taleb: In Investing The People You Understand Most Easily Are Necessarily The Bull***tters.
Dan Loeb: We Continue To Invest In The Integration Of Our Fundamental Process And The “Rise Of The Machines”
Michael Mauboussin: 12 Books That Every Investor Should Read
John Paulson: How Investors Can Benefit From Risk Arbitrage Done Correctly
Value Briefs
Bill Ackman: Top 10 Holdings, New Buys, Sold Out Positions
Jim Chanos: “Being Short With A Good Short Seller Who’s Producing Nominally Minor Positive Returns In A Bull Market Enables You To Be More Long”
Howard Marks: Going To Cash Under Almost All Circumstances Is Stupid!
Seth Klarman Protege – David Abrams: Q32018 Top 10 Holdings
John (Jack) Bogle: 6 Books That Every Investor Should Read
