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Value Enticing Relative To Growth In their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discussed Value Enticing Relative To Growth. Here’s an excerpt from …
IRR – The Faulty Metric of Private EquityDuring their recent interview on The Acquirers Podcast with Tobias, Jeffrey C. Hooke, finance professor and author of The Myth of Private Equity discussed IRR – The Faulty Metri…
Terry Smith Top 10 Holdings (Q2 2021)One 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…- (Ep.130) The Acquirers Podcast: Jeffrey C Hooke – LBO MYTHS: Private Equity MythsIn this episode of The Acquirers Podcast, Tobias chats with Jeffrey C. Hooke, finance professor and author of The Myth of Private Equity. During the interview Jeffrey provided s…
- Jim Simons: The Golden Rule Of InvestingIn this presentation at the AMS Einstein Public Lecture, Jim Simons discusses his golden rule for investing. Here’s an excerpt from the presentation: And then the only rule is w…
- Rob Vinall: The Most Important Factor In InvestingIn this interview with Good Investing, Rob Vinall discusses the most important factor in investing. Here’s an excerpt from the interview: But what I realized over time was that …
- Warren Buffett: Putting 75% Of Your Net Worth Into A ‘Lead-Pipe Cinch’During this Berkshire Annual Meeting, Warren Buffett discussed putting seventy five percent of his net worth into one position when you’re working with smaller sums. Here’s an e…
Stock In Focus – TAM Stock Screener – Boise Cascade Co (NYSE: BCC)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…
Ken Fisher: Investors Overlooking The Most Important Metric – GOPMIn his latest article on Linkedin titled – When Excess Fat Is GOPM Great for You, Ken Fisher discussed why Gross Operating Profit Margins (GOPM) are so much more important than …- How Fishing Makes You A Better InvestorIn their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discussed How Fishing Makes You A Better Investor. Here’s an excerpt f…
- This Week’s Best Value Investing News, Research, Podcasts 9/24/2021This week’s best investing news: How Bill Ackman Finds His Targets (Validea) Panic Series (Pt. III) – 1825 (Jamie Catherwood) A Macro View of Factors (Verdad) Mistakes were made…
This Acquirers Multiple Stock Is Appearing In Cohen, Ainslie, Greenblatt PortfoliosPart of the weekly research here at The Acquirer’s Multiple features some of the top picks from our Stock Screeners and some top investors who are holding these same picks in th…
Weitz: How To Identify Quality CompaniesIn their latest Weitz Quarterly Connection Webcast, the team discussed how they use their Weitz Quality Score Matrix to identify quality companies. Here’s an excerpt from the we…- Chuck Akre: Timeless Lessons From Warren BuffettIn his 1988 Shareholder Letter, Chuck Akre discussed the lessons he learned from Warren Buffett. Here’s an excerpt from the letter: Over the years, I have been most significantl…
- VALUE: After Hours (S03 E35): Value Growth Spread Widest Ever, Fishing With Munger In China, Think TwiceIn this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Investing Lessons From Fishing Value Growth Spread Widest Ever Les…
Gamification Of RobinhoodDuring their recent interview on The Acquirers Podcast with Tobias, Dr Richard Smith, PhD in Systems Science discussed Gamification Of Robinhood. Here’s an excerpt from the inte…
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…- James Montier: Anyone Can Create Their Own CurrencyIn his latest white paper titled – Part 2: What to Do in the Case of Sustained Inflation, James Montier discusses hedges against sustained inflation. He also discusses a simple …