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- Mark Leonard: Great Management – You Don’t Need To Find The Reincarnation Of Peter Drucker On Roller SkatesCSI recently released a document titled – Selected Investor Questions Received Through September 17, in which CFO Jamal Baksh and Mark Leonard respond to selected investor quest…
Scale Advantage – Suspending The Laws of EconomicsIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Scale Advantage – Suspending The Laws of Economics. Here’s an excerpt from th…
Robinhood’s Deals With Wholesale Market MakersDuring their recent interview on The Acquirers Podcast with Tobias, Dr Richard Smith, PhD in Systems Science discussed Robinhood’s Deals With Wholesale Market Makers. Here’s an …- Sequoia : Don’t Try To Emulate Your Investing IdolsIn this interview on the Value Investing With Legends Podcast, Chase Sheridan & Will Pan from Ruane, Cunniff & Goldfarb who manage the Sequoia Fund discuss why you shouldn’t try…
- Steven Romick: History Shows That High Earnings Growth Is UnsustainableIn his latest presentation to Nedgroup Investments, Steven Romick illustrates, using historical data, why high earnings growth is unsustainable, and why price matters. Here’s an…
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…- GMO – Growth & Value Outperformance PhenomenonIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed GMO – Growth & Value Outperformance Phenomenon. Here’s an excerpt from the ep…
- Gamblers ‘Enjoy’ LosingDuring their recent interview on The Acquirers Podcast with Tobias, Dr Richard Smith, PhD in Systems Science discussed why Gamblers ‘Enjoy’ Losing. Here’s an excerpt from the in…
- Michael Mauboussin: Make Better Investing Decisions – Seek Out Dissenting ViewsIn Michael Mauboussin’s book – Think Twice, he recommends one of the best ways to make better decisions, which is particularly relevant to investing decisions, is to seek out di…
Jim Simons 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.129) The Acquirers Podcast: Dr Richard Smith – Risky Business: Managing Risk Under UncertaintyIn this episode of The Acquirers Podcast, Tobias chats with Dr Richard Smith, PhD in Systems Science and expert in making decisions under uncertainty. During the interview Richa…
- Ron Baron: You Must Be Able To Hold A Stock For A Number Of Years That Doesn’t Make A ReturnIn his recent interview with David Rubenstein on Bloomberg Wealth, Ron Baron discussed why good investors must be able to hold a stock for a number of years that doesn’t make a …
- Vitaliy Katsenelson: Invest In Management That Have Skin-In-The-GameIn his recent episode of The Intellectual Investor Podcast, Vitaliy Katsenelson discussed the importance of investing in management that have skin-in-the-game. Here’s an excerpt…
Stock In Focus – TAM Stock Screener – SYNNEX Corporation (NYSE: SNX)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…- Grantham’s Everything BubbleIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Grantham’s Everything Bubble. Here’s an excerpt from the episode: Bill: Yeah,…
- This Week’s Best Value Investing News, Research, Podcasts 9/17/2021This week’s best investing news: Verdad’s Intern Curriculum (Verdad) The Panic Series (Pt. II) – 1819 (Jamie Catherwood) Would You Have Bought Berkshire Hathaway in 1975? (Valid…
- John Paulson: You Can’t Short CryptoIn his recent interview with David Rubenstein on Bloomberg Wealth, John Paulson explained why you can’t short crypto. Here’s an excerpt from the interview: Paulson: When we look…
Joel Greenblatt: Ignore Traditional Value Investing Metrics When It Comes To FANMAG StocksIn his recent interview on the Finance Simplified Podcast, Joel Greenblatt discussed ignoring traditional value investing metrics when it comes to FANMAG stocks. Here’s an excer…