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- Bill Nygren: What Determines The Multiple You Should PayIn his latest interview on the Natixis Access Series, Bill Nygren discussed what determines the multiple you should pay. Here’s an excerpt from the interview: Nygren: Our view i…
- 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…
Buy Low-Correlated Stocks During his recent interview on The Acquirers Podcast with Tobias, Bernard Horn, founder of Polaris Capital Management discussed Buying Low-Correlated Stocks. Here’s an excerpt…- Dan Loeb: The Risks Of Using LeverageIn the book Alpha Masters, Dan Loeb discusses the risks of using leverage. Here’s an excerpt from the book: “If you take a 10 percent return in security and lever it up four tim…
- Michael Burry: Risk Management Doesn’t Need To Be ComplicatedIn his 2001 Shareholder Letter, Michael Burry provided a great passage on risk management, and why it doesn’t need to be complicated. Here’s an excerpt from the letter: Although…
- David Abrams Top 10 Holdings (Q1 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.119) The Acquirers Podcast: Bernard Horn – Global Master: International And Global Deep Value InvestingIn this episode of The Acquirers Podcast, Tobias chats with Bernard Horn, founder and principal at Polaris Capital Management. During the interview Bernard provided some great i…
- 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 6/25/2021This week’s best investing news: Inner Game with Steven Cohen (Stray Reflections) Gundlach Predicts Inflation Nearing 5% (Validea) Doctor Copper (Verdad) Warren Buffett Filing I…
A Lesson In Option Pricing In their recent episode of the VALUE: After Hours Podcast, Taylor, Mitchell, Brewster, and Carlisle discussed A Lesson In Option Pricing. Here’s an excerpt from the episode: M…- Warren Buffett Comments On His Annual Contribution Of Berkshire Hathaway Shares To Five FoundationsWarren Buffett recently contributed another $4.1 Billion to five foundations. Following are his comments on philanthropy and philanthropists: Today is a milestone for me. In 200…
- This Acquirers Multiple Stock Is Appearing In Russo, 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…
Value Is Going To Be MomentumDuring his recent interview on The Acquirers Podcast with Tobias, Vincent Deluard, Director – Global Macro Strategy at StoneX Group Inc discussed Value Is Going To Be Momentum. …- VALUE: After Hours (S03 E24): Option Pricing, $AMC, Lumber, Gravity and Real EstateIn this episode of the VALUE: After Hours Podcast, Jake Taylor, Mike Mitchell, Bill Brewster, and Tobias Carlisle chat about: Option Pricing Real Estate Gravity Jeff Moore – Dis…
- Steve Cohen: 3 Rules To Avoid Losing MoneyIn his latest interview with Stray Reflections, Steve Cohen discusses the three rules to avoid losing money. Here’s an excerpt from the interview: Cohen: Listen, you’re going to…
- 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…
What’s Going To Kill This Market?In their recent episode of the VALUE: After Hours Podcast, Mitchell, Brewster, and Carlisle discussed What’s Going To Kill This Market? Here’s an excerpt from the episode: Micha…- Inflation Is Good News For Value Investors During his recent interview on The Acquirers Podcast with Tobias, Vincent Deluard, Director – Global Macro Strategy at StoneX Group Inc discussed Inflation Is Good News For Va…