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- Howard Marks: The ‘We Don’t Invest In Tech’ MisnomerIn this interview with FGV Finance, Howard Marks highlights that while some investors might say, “we don’t invest in tech”, the reality is that you can’t invest in this world an…
David Einhorn 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.127) The Acquirers Podcast: Matt Cochrane – Moat Quality: Wide-Moat, Quality, Growth InvestingIn this episode of The Acquirers Podcast, Tobias chats with Matt Cochrane, Lead Advisor with 7Investing. During the interview Matt provided some great insights into: Moat Attack…
Aswath Damodaran: This Might Explain Why Munger Bought AlibabaIn his latest article titled – China’s Tech Crackdown: Its about Control, not Consumers or Competition!, Aswath Damodaran values four of China’s tech giants, taking into account…
Stock In Focus – TAM Stock Screener – Foot Locker, Inc. (NYSE: FL)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…
Building A ‘Hail Mary’ PortfolioIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Building A ‘Hail Mary’ Portfolio. Here’s an excerpt from the episode: Tobias:…- This Week’s Best Value Investing News, Research, Podcasts 9/3/2021This week’s best investing news: Price-Innovation Cycles & Speculators (Jamie Catherwood) An Essay on Investing in Small Stocks (MicroCapClub) A Whale of a Tail: The Bank of Jap…
- Joel Greenblatt: To Quote Animal House – Knowledge Is GoodHis his recent Felix Zulauf Webinar with Barry Ritholz, Joel Greenblatt was asked about hedge funds hiring untested bulls who haven’t seen downturns. Here’s an excerpt from the …
This Acquirers Multiple Stock Is Appearing In Soros, Dalio, Tepper 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…- VALUE: After Hours (S03 E32): Hail Mary Investing, Social Thermo-Dynamic Equilibrium, Supply ChainsIn this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: The Hail Mary Portfolio Average Up & Bet Hard You’re The Average O…
How To Build A Rare Whisky Portfolio During their recent interview on The Acquirers Podcast with Tobias, Steve Bishop and Patrick Fisher of Elite Wine & Whisky discussed How To Build A Rare Whisky Portfolio. Here…- Jim Rogers: The Madness Of InvestorsIn the book, Inside The House Of Money by Steven Drobny there’s a great interview with Jim Rogers on all things macro-investing before it was called macro-investing. During the …
- Thomas Russo: Berkshire Has The Least Amount Of Agency Cost Of Any Company I FollowIn his latest letter to investors, Thomas Russo discusses why he continues to hold Berkshire Hathaway saying, Berkshire Hathaway has the least amount of agency cost of any compa…
- One Stock Superinvestors Are Buying Or HoldingAs 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…
- Don’t Believe Everything You Read About Investing In ChinaIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Don’t Believe Everything You Read About Investing In China. Here’s an excerpt…
- How To Build A Profitable Vintage Wine Portfolio During their recent interview on The Acquirers Podcast with Tobias, Steve Bishop and Patrick Fisher of Elite Wine & Whisky discussed How To Build A Profitable Vintage Wine Por…
- Wally Weitz: From Traditional Value To Fast Growing StocksIn his latest interview on the VVI Q&A Speaker Series at Brown University, Wally Weitz discussed his transition from traditional value to fast growing stocks. Here’s an excerpt …
Cliff Asness: Are Value Stocks Cheap for a Fundamental Reason?In his latest commentary titled – Are Value Stocks Cheap for a Fundamental Reason?, Cliff Asness discusses why the current high value spread is forecasting high expected returns…