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- This Week’s Best Value Investing News, Research, Podcasts 7/16/2021This week’s best investing news: Cash and Equivalents (Verdad) The Underrated Role of Behavior in Investing (Validea) What is Robinhood? (Epsilon Theory) Dealing With Mistakes (…
- Joel Greenblatt On Meeting Warren BuffettIn this interview on The Knowledge Project Podcast, Joel Greenblatt discusses what is was like to meet his idol Warren Buffett. Here’s an excerpt from the interview: I don’t kno…
Calculating Return RatesIn their recent episode of the VALUE: After Hours Podcast, Taylor, Mitchell, Brewster, and Carlisle discussed Calculating Return Rates. Here’s an excerpt from the episode: Tobia…- Buy Public Companies Using A VC MindsetDuring his recent interview on The Acquirers Podcast with Tobias, David Barr, President & CEO of Pender Capital Management discussed Buying Public Companies Using A VC Mindset. …
- This Acquirers Multiple Stock Is Appearing In Watsa, Dalio, Miller, 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…
- Longleaf Partners: Value’s Recent Pullback Is A Temporary BlipIn their latest Q2 2021 Market Commentary, Longleaf Partners believe that the recent pullback in value’s performance over the last month is a temporary blip. Here’s an excerpt f…
Aswath Damodaran: Greater Disclosure Is Hurting InvestorsIn his latest piece titled – Disclosure Dilemma: When more (data) leads to less (information)!, Aswath Damodaran explains why greater disclosure is actually hurting investors ra…- Howard Marks: Coping With A Falling PriceIn his book The Most Important Thing, Howard Marks discusses what happens in an investor’s psychology after buying a stock and it starts to drop in price. Here’s an excerpt from…
GMO: Value vs Growth ReversalsIn their latest Insights, GMO illustrates that the recent reversals from value to growth, and growth back to value, are set to reverse back to value, but not without some drawdo…- 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…
- Tom Gayner: Winning The Loser’s GameEarlier this year on the Good Investing Talks Podcast, Tom Gayner explained why successful investing is not about the win, win, win, and more about not losing. Here’s an excerpt…
- Animal SpiritsIn their recent episode of the VALUE: After Hours Podcast, Taylor, Mitchell, Brewster, and Carlisle discussed Animal Spirits. Here’s an excerpt from the episode: Tobias: Animal …
- Opportunities In ‘Battleground’ Stocks During his recent interview on The Acquirers Podcast with Tobias, David Barr, President & CEO of Pender Capital Management discussed Opportunities In ‘Battleground’ Stocks. He…
- Steve Cohen: Adaptability Is Crucial For Successful Investing Over DecadesIn his recent interview on the On Brand With Donny Deutsch Podcast, Steve Cohen says adaptability is crucial for successful investing over decades. Here’s an excerpt from the in…
- 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…
- Bill Miller: The Absurdity Of ForecastsIn his latest Q2 2021 Market Letter, Bill Miller highlights how absurd it is to try and forecast the future of markets, and includes recent forecasts by some well known investor…
- Finding Scalable Businesses Early During his recent interview on The Acquirers Podcast with Tobias, David Barr, President & CEO of Pender Capital Management discussed Finding Scalable Businesses Early. Here’s …
- Lean-Into-The-Pain FrameworkIn their recent episode of the VALUE: After Hours Podcast, Taylor, Mitchell, Brewster, and Carlisle discussed the Lean Into The Pain Framework. Here’s an excerpt from the episod…