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- Akre Focus: Mark Leonard Is One Of The Best Capital Allocators Of Our GenerationIn this recent interview with Barron’s, John Neff and Chris Cerrone of the Akre Focus Fund discuss the durable competitive advantage of software businesses and what makes Conste…
- 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…
What’s A Value Investor Supposed To Do?In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed What’s A Value Investor Supposed To Do? Here’s an excerpt from the episode: T…
Why Chinese Companies Don’t Like To Report LossesDuring his recent interview on The Acquirers Podcast with Tobias, Vivek Viswanathan, portfolio manager of the Rayliant Quantamental China Fund discussed Why Chinese Companies Do…- Li Lu: China Is One Of The Best Markets For Value InvestorsIn an interview earlier this year with Bruce Greenwald, Li Lu discussed why China is one of the best markets for value investors. The interview was transcribed on roiss.substack…
- Michael Burry: Markets Are Anything But RandomIn his Q1 2008 shareholder letter, Michael Burry discussed Nassim Taleb’s Black Swan Theory and why he believes markets are anything but random. Here’s an excerpt from the lette…
- (Ep.122) The Acquirers Podcast: Vivek Viswanathan – China A, Quantamental Investing In China “A” SharesIn this episode of The Acquirers Podcast, Tobias chats with Vivek Viswanathan, portfolio manager of the Rayliant Quantamental China Fund. During the interview Vivek provided som…
- Charles Munger: 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…
- Stock In Focus – TAM Stock Screener – B2Gold Corp. (NYSEAMERICAN: BTG)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…
- This Week’s Best Value Investing News, Research, Podcasts 7/23/2021This week’s best investing news: ‘Big Short’ Investor Michael Burry Says Meme Stock Crash is Coming (Validea) Trend Following (Verdad) Enemies Real and Imagined (Epsilon Theory)…
- Mise en Place Investing In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Mise en Place Investing. Here’s an excerpt from the episode: Jake: What we’…
- Charlie Munger: The Power Of Extended ConfucianismIn this interview with HBO and the Kunhardt Film Foundation, Charlie Munger discusses the power of extended confucianism. Here’s an excerpt from the interview: Well he [Warren] …
- Warren Buffett: How To Trade DerivativesWhile Warren Buffett is famous for calling derivatives ‘financial weapons of mass destruction’, in his 2008 Shareholder Letter he explained his strategy for trading derivatives.…
- This Acquirers Multiple Stock Is Appearing In Greenblatt, Simons, Ainslie, 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 E27): Munger And Jack Ma, GMO’s Value Reversals, Mise en placeIn this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Munger And Jack Ma GMO’s Value Reversals Mise en place Investing H…
- George Soros: Building A Three-Dimensional PortfolioIn the book – Staying Ahead Of The Curve, George Soros explains how he built his three-dimensional portfolio to minimize risk and maximize opportunities. Here’s an excerpt from …
Dollar Cost Average Using OptionsDuring his recent interview on The Acquirers Podcast with Tobias, Tim Travis, founder and deep value investor at T&T Capital Management discussed Dollar Cost Average Using Optio…- Pzena: Value Doesn’t Need Inflation To WorkIn their latest Q2 2021 Market Commentary, Pzena discuss inflation, value investing, and the performance of cheap vs expensive stocks across inflationary environments. Here’s an…