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- Mario Gabelli: Accumulating And Compounding Knowledge Is Key To InvestingIn his latest interview on The Meb Faber Podcast, Mario Gabelli says investors need to accumulate and compound knowledge of certain industries in order to achieve outstanding re…
- Prem Watsa: Top 10 Holdings, Top Buys & SellsOne 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…
- Bill Nygren: Avoid Activist InvestmentsIn his latest Q2-2021 Market Commentary, Bill Nygren says investors should avoid activist investments and invest only in those companies that are already well-managed. Here’s an…
- (Ep.120) The Acquirers Podcast: David Barr – Venture Value: Small And Micro Growth And Value With A Former VCIn this episode of The Acquirers Podcast, Tobias chats with David Barr, President & CEO of Pender Capital Management. During the interview David provided some great insights int…
- Stock In Focus – TAM Stock Screener – Meritage Homes Corp (NYSE: MTH)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…
The Evolution Of Berkshire’s Hurdle RateIn their recent episode of the VALUE: After Hours Podcast, Taylor, Mitchell, Brewster, and Carlisle discussed The Evolution Of Berkshire’s Hurdle Rate. Here’s an excerpt from th…- This Week’s Best Value Investing News, Research, Podcasts 7/9/2021This week’s best investing news: The Airbnbs (PaulGraham) The Narrative Machine v3.0 (EpsilonTheory) Steve Cohen – America’s Most Profitable Day Trader (video) (FINAiUS) The Opp…
- Warren Buffett: Selling Your Successful Investments Is Akin To The Bulls Trading MJ Because He’s Become Too Important To The TeamIn his 1996 Chairman’s Letter, Warren Buffett provides a great example of why you should never sell portions of your most successful investments. Here’s an excerpt from the lett…
- This Acquirers Multiple Stock Is Appearing In Cohen, Greenblatt, Simons, 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 E26): Fighter Pilots, Animal Spirits, Lean Into The PainIn this episode of the VALUE: After Hours Podcast, Jake Taylor, Mike Mitchell, Bill Brewster, and Tobias Carlisle chat about: Fighter Pilots & Investing The Evolution Of Berkshi…
- Steven Romick: Achieve Outstanding Results Buying Into FearIn his latest interview on the Masters In Business Podcast, Steven Romick discussed how he achieved outstanding results buying into fear during the pandemic. Here’s an excerpt f…
- 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 Capitalize Gains In Your HeadIn their recent episode of the VALUE: After Hours Podcast, Taylor, Mitchell, Brewster, and Carlisle discussed Don’t Capitalize Gains In Your Head. Here’s an excerpt from the epi…- Dan Rasmussen: Moats Are A Useless Speculative TheoryEarlier this year in his interview on Real Vision, Dan Rasmussen explained why moats are a useless speculative theory. Here’s an excerpt from the interview: Rasmussen: But I thi…
- How To Avoid Catastrophic Losses With Disaster InsuranceIn their recent episode of the VALUE: After Hours Podcast, Taylor, Mitchell, Brewster, and Carlisle discussed How To Avoid Catastrophic Losses With Disaster Insurance. While the…
- 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…
- Aswath Damodaran: Forget Growth And Value, Focus On Common Sense InvestingIn his recent interview with MoneyControl, Aswath Damodaran recommends that investors forget about the terms growth and value investing and instead focus on common sense investi…
- Munger – How To Get Really RichIn their recent episode of the VALUE: After Hours Podcast, Taylor, Mitchell, Brewster, and Carlisle discussed Munger – How To Get Really Rich. Here’s an excerpt from the episode…