#16: Tobias Carlisle on Beating ’The Little Book That Beats The Market’
Superinvestors and the Art of Worldly Wisdom
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The Differences Between the Magic Formula and Hardcore Value Investing
There are some interesting differences between the return profiles of the two strategies. Mine sort of suffer through periods like this but on balance over the full cycle mine do a little bit better. So my preference is to stick to the acquirers multiple companies mostly because you never know when one is going to start outperforming the other.
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