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- Steve Cohen: Top 10 HoldingsOne 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…
- Michael Burry: Volatility Is My FriendIn his 2001 Shareholder Letter, Michael Burry discussed why volatility is the investors friend. Here’s an excerpt from the letter: I have previously written that I strive to dis…
- Warren Buffett: The 5 Risk Factors That An Investor Must AssessIn his 1993 Annual Shareholder Letter, Warren Buffett outlined the five risk factors that an investor must assess before making any investment. Here’s an excerpt from the letter…
- Stock In Focus – TAM Stock Screener – Kirkland Lake Gold Ltd (NYSE: KL)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 7/2/2021This week’s best investing news: Warren Buffett & Charlie – “A Wealth of Wisdom” – Full Transcript (CNBC) How to Work Hard (Paul Graham) The Most Ignored Investing Premium (Vali…
Deep Survival And The Fear Of Losing MoneyIn their recent episode of the VALUE: After Hours Podcast, Taylor, Mitchell, Brewster, and Carlisle discussed Deep Survival And The Fear Of Losing Money. Here’s an excerpt from …- Rob Arnott: Value Is As Cheap As It’s Ever Been, With Just 2 ExceptionsIn his latest interview on the Excess Returns Podcast, Rob Arnott explains why value is as cheap as it’s ever been, with the two exceptions of last summer and the peak of the te…
- VALUE: After Hours (S03 E25): Deep Survival And Hedging With Vol, VIX, Puts, $HYG And CashIn this episode of the VALUE: After Hours Podcast, Jake Taylor, Mike Mitchell, Bill Brewster, and Tobias Carlisle chat about: Hussman’s Unhedged Strategy Deep Survival – In Inve…
- This Acquirers Multiple Stock Is Appearing In Royce, Simons, Greenblatt 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…
Moore’s Law Will Comeback With Vengeance During his recent interview on The Acquirers Podcast with Tobias, Bernard Horn, founder of Polaris Capital Management discussed Moore’s Law Will Comeback With Vengeance. Here’…- Seth Klarman: The Greatest Challenge For Value InvestorsIn his book, Margin Of Safety, Seth Klarman discusses the greatest challenge for value investors. Here’s an excerpt from the book: Value investing is the discipline of buying se…
- Charlie Munger: Easy Money Is With Crooks And FoolsIn their latest interview with CNBC, Warren Buffett and Charlie Munger discussed a number of topics including the deal between Credit Suisse and Archegos Capital Management. Her…
- 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…
- The Secret Sauce Of Value InvestingDuring his recent interview on The Acquirers Podcast with Tobias, Bernard Horn, founder of Polaris Capital Management discussed The Secret Sauce Of Value Investing. Here’s an ex…
- Howard Marks: Investors Need To Take Uncomfortable, Idiosyncratic Positions To Achieve Superior ReturnsIn his recent interview on the Invest Like The Best Podcast, Howard Marks discussed why investors need to take uncomfortable, idiosyncratic positions to achieve superior returns…
Options Trading StrategiesIn their recent episode of the VALUE: After Hours Podcast, Taylor, Mitchell, Brewster, and Carlisle discussed Options Trading Strategies. Here’s an excerpt from the episode: Tob…- Real Estate GravityIn their recent episode of the VALUE: After Hours Podcast, Taylor, Mitchell, Brewster, and Carlisle discussed Real Estate Gravity. The insights shared on the VALUE: After Hours …
- Michael Mauboussin: The Impact Of Intangibles On Base RatesIn his latest paper titled – The Impact of Intangibles on Base Rates, Michael Mauboussin discusses how the dominance of intangibles will lead to higher growth and more dispersio…