Blog
Page 300
- Robert Cialdini: One Aspect Of Buffett’s BrillianceIn his latest interview on the Masters In Business Podcast, Robert Cialdini discusses one aspect of Buffett’s brilliance. Here’s an excerpt from the interview: RITHOLTZ: I recal…
- Sequoia: Bet Big When You Think You’re Right!In his latest interview on the Invest Like The Best Podcast, John Harris, Managing Partner of Ruane, Cunniff & Goldfarb, and the flagship Sequoia Fund discussed how his lack of …
- 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…
Why Good Management Is The Most Important Factor In An InvestmentIn their recent episode of the VALUE: After Hours Podcast, Mitchell, Brewster, and Carlisle discussed Why Good Management Is The Most Important Factor In An Investment. Here’s a…
The Nuclear Winter Of The 60/40 PortfolioDuring his recent interview on The Acquirers Podcast with Tobias, Vincent Deluard, Director – Global Macro Strategy at StoneX Group Inc discussed The Nuclear Winter Of The 60/40…- Joel Greenblatt’s 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.118) The Acquirers Podcast: Vincent Deluard – Impossible Growth: Gold, Inflation, Value And Hypergrowth “MAGA” Stocks With A Global MacroIn this episode of The Acquirers Podcast, Tobias chats with Vincent Deluard, Director – Global Macro Strategy at StoneX Group Inc. During the interview Vincent provided some gre…
- Howard Marks: The Investing Landscape Has Changed For Value InvestorsIn his latest interview on the Q&A Speaker Series Event at Brown University, Howard Marks provides a great example of the changing landscape for value investors. Here’s an excer…
- Joel Greenblatt: Why Spinoffs Provide Attractive Returns For ShareholdersIn his book – You Can Be A Stockmarket Genius, Joel Greenblatt discussed why spinoffs provide attractive returns for shareholders. Here’s an excerpt from the book: Another reaso…
- Howard Marks: Investors Should Be Looking For Opportunities In The ‘Downtrodden’In his latest interview with Bloomberg, Howard Marks recommends investors look for opportunities in the downtrodden. Here’s an excerpt from the interview: Well I think that priv…
- Stock In Focus – TAM Stock Screener – Ternium SA (NYSE: TX)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…
- Taking Big Swings In their recent episode of the VALUE: After Hours Podcast, Mitchell, Brewster, and Carlisle discussed Taking Big Swings. Here’s an excerpt from the episode: Bill: Yeah, well, …
- This Week’s Best Value Investing News, Research, Podcasts 6/18/2021This week’s best investing news: The Golden Constant (Verdad) “Yay, Stock Buybacks!” (Epsilon Theory) Investment Styles and Personality Type (Validea) Oaktree’s Marks Sees Oppor…
- Lee Ainslie’s Top 10 Holdings (Q1 2021) – Big Bet On Coupang IncOne 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…
- Bruce Greenwald: The Qualitative Characteristics Of Good ManagementIn his latest interview with Ironhold Capital, Bruce Greenwald discussed the qualitative characteristics of good management, and how to quantify those factors. Here’s an excerpt…
- This Acquirers Multiple Stock Is Appearing In Marks, Ainslie, Druckenmiller 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 E23): Qurate $QRTEA, Lumber, Formula One FWONA, Crypto, Meme StonksIn this episode of the VALUE: After Hours Podcast, Mike Mitchell, Bill Brewster, and Tobias Carlisle chat about: Taking Big Swings Management: The Most Important Factor In Inves…
Value, Size & QualityIn their recent episode of the VALUE: After Hours Podcast, Mitchell, Taylor, and Carlisle discussed Value, Size & Quality. Here’s an excerpt from the episode: Tobias: I’m sorry …