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- Rich Pzena: 4 Factors That Could Provide A Spectacular Decade For ValueIn his recent interview on the Gaining Perspective Podcast, Rich Pzena discussed four factors that could provide a spectacular decade for value. Here’s an excerpt from the inter…
- Bill Nygren: Why Value Investors Should Consider Owning FAANG StocksIn his recent interview on the Virtual Value Investing Q&A Speaker Series Event at Brown University, Bill Nygren discusses why value investors should consider owning FAANG stock…
- One Stock Superinvestors Are Buying Or HoldingWhile doing this research we’ve also uncovered a number of common stocks that investing gurus have recently bought, or continuing to hold in their portfolios, according to their…
Similarities Between Crypto And The Gold RushIn their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Similarities Between Crypto And The Gold Rush. Here’s an excerpt from the epi…
Eliminate Biases Using The Thesis TrackerDuring his recent interview on The Acquirers Podcast with Tobias, Gary Mishuris, Managing Partner of Silver Ring Value Partners discussed Eliminating Biases Using The Thesis Tra…- Seth Klarman: Managing Portfolio LiquidityIn his book Margin of Safety, Seth Klarman discusses managing the portfolio liquidity cycle. Here’s an excerpt from that book: When your portfolio is completely in cash, there i…
- Aswath Damodaran: An Investing Strategy For High-Priced MarketsIn his latest interview on CNBC, Aswath Damodaran discussed his investment strategy for high-priced markets. Here’s an excerpt from the interview: Damodaran: Investors should no…
- 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…
- The Market Is So Hungry For EquityIn their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed The Market Is So Hungry For Equity. Here’s an excerpt from the episode: Tobia…
- Investing In PredictabilityDuring his recent interview on The Acquirers Podcast with Tobias, Gary Mishuris, Managing Partner of Silver Ring Value Partners discussed Investing In Predictability. Here’s an …
- Guy Spier: Why I Continue To Own Berkshire HathawayIn an interview earlier this year with The Omaha YouTube Channel, Guy Spier discussed why he continues to own Berkshire Hathaway. Here’s an excerpt from the interview: Spier: In…
- Howard Marks: How To Be A Smart ContrarianIn his recent interview on The Wall Street Lab Podcast, Howard Marks provided a great example of how to be a smart contrarian. Here’s an excerpt from the interview: Marks: Most …
David Einhorn’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.117) The Acquirers Podcast: Gary Mishuris – Methodical Value, Process And Philosophy With An MIT-Educated Discretionary Value InvestorIn this episode of The Acquirers Podcast, Tobias chats with Gary Mishuris, the Managing Partner of Silver Ring Value Partners. During the interview Gary provided some great insi…
- Charlie Ellis: What Made David Swensen Successful For DecadesIn his recent interview on the Capital Allocators Podcast, Charlie Ellis discussed the magic of David Swensen and what made him successful for decades. Here’s an excerpt from th…
- Growth Back-On & What’s Next For ValueIn their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Growth Back-On. Here’s an excerpt from the episode: Tobias: We had a good lit…
- Stock In Focus – TAM Stock Screener – Louisiana-Pacific Corporation (NYSE: LPX)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 6/4/2021Here’s a list of this week’s best investing news: Factor Investing in Commodities (Verdad) Raccoonery in Action (Epsilon Theory) Master Series: David Rolfe (Investment Masters C…