Blog
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- David Herro: Catalysts For Value Investing In Today’s MarketsIn his recent presentation at Natixis Investment Managers, David Herro discusses the catalysts for value investing in today’s markets. Here’s an excerpt from the presentation: W…
- Michael Mauboussin: What Distinguishes A Great Investor From A Good InvestorIn his recent interview with RIAIntel, Michael Mauboussin discussed a number of topics including what distinguishes a great investor from a good investor. Here are some excerpts…
Japanese Activist – Yoshiaki MurakamiIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Japanese Activist – Yoshiaki Murakami. Here’s an excerpt from the episode: Jake…
One Stock Superinvestors Are SellingAs part of the weekly research here at The Acquirer’s Multiple we’re always interested in superinvestors who hold the same stocks that appear in our Acquirer’s Multiple Stock Sc…- Adam Smith: Beware The Black Horsemen During Bull MarketsIn his book Supermoney, Adam Smith provides a great illustration of investing psychology during bull markets. Here’s an excerpt from the book: A mass-circulation magazine asked …
- Terry Smith: Investors Miss The Most Important Thing By Focusing On Whether A Company Is Cheap Or ExpensiveIn his recent presentation with Canaccord Genuity Wealth Management, Terry Smith discusses why investors miss the most important thing by focusing on whether a company is cheap …
- David Gardner’s Investing StrategyIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss David Gardner’s Investing Strategy. Here’s an excerpt from the episode: Bill: N…
One Stock Superinvestors Are BuyingAs part of the weekly research here at The Acquirer’s Multiple we’re always interested in investing gurus who hold the same stocks that appear in our Acquirer’s Multiple Stock S…- Nassim Nicholas Taleb: Most Successes Come From Taking Action During Windows Of OpportunityIn his book Fooled By Randomness, Nassim Nicholas Taleb discusses how most successes come from taking action during windows of opportunity. Here’s an excerpt from the book: Let …
- Carl Icahn: Don’t Confuse A Bull Market With Brains!In this interview in 2018 on Wall Street Week, Carl Icahn explains why you should not confuse a bull market with brains! Here’s an excerpt from the interview: Icahn: When I got …
- Small-Caps Cheaper Than The MarketIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Small-Caps Cheaper Than The Market. Here’s an excerpt from the episode: Tobias:…
- Charles Ellis: Chasing Icarus-Like ReturnsIn his book – Wining The Loser’s Game, Charles Ellis discusses the problem with chasing Icarus-Like returns. Here’s an excerpt from the book: Once an efficient portfolio has bee…
- Aswath Damodaran: Don’t Put Great Investors On A Pedestal!In this short Q&A session, Aswath Damodaran discusses a number of topics including why you should not put great investors on a pedestal. Here’s an excerpt from the session: I te…
Seth Klarman Top 10 Holdings – Latest 13F, Buys Dropbox, Sells eBayOne of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track the…- VALUE: After Hours (S03 E43): David Gardner, Small Value And Market Value, Yoshiaki Murakami And Japanese ValueIn this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Small Caps Cheaper Than The Market David Gardner’s Investing Strat…
Stock In Focus – TAM Stock Screener – AutoNation, Inc. (NYSE: AN)As part of our ongoing series here at The Acquirer’s Multiple, we provide this feature article titled ‘Stock in Focus‘ where we focus on one of the stocks from our Stock Screene…- Seth Klarman: Liquidity Can Be IllusoryIn his book – Margin of Safety, Seth Klarman discusses why liquidity can be illusory. Here’s an excerpt from the book: Liquidity can be illusory. As Louis Lowenstein has stated,…
- Howard Marks: The Problem With Paying Up For A Popular StockIn his book – The Most Important Thing, Howard Marks discusses the problem with paying up for a popular stock. Here’s an excerpt from the book: If you make cars and want to sell…