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- This Acquirers Multiple Stock Is Appearing In Gabelli, Simons, And 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…
Will The Small Value Rally Continue?In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Will The Small Value Rally Continue? Here’s an excerpt from the episode: Tobi…- VALUE: After Hours (S03 E20): Will the Small Value Rally Continue? Markel and The Body Keeps the ScoreIn this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Will The Small Value Rally Continue? Hanging Out With Tom At The M…
Buffett’s Strategy Of Having No StrategyDuring his recent interview on The Acquirers Podcast with Tobias, Adam Mead, author of The Complete Financial History of Berkshire Hathaway discussed Buffett’s Strategy Of Havin…- 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…
Value Becoming MomentumIn their recent episode of the VALUE: After Hours Podcast, Braziel, Hoffstein, and Carlisle discussed Value Becoming Momentum. Here’s an excerpt from the episode: Corey: And the…- Berkshire Hathaway: The World’s Greatest ConglomerateDuring his recent interview on The Acquirers Podcast with Tobias, Adam Mead, author of The Complete Financial History of Berkshire Hathaway discussed Berkshire Hathaway: The Wor…
- Buffett’s Mastery In Capital Allocation During his recent interview on The Acquirers Podcast with Tobias, Adam Mead, author of The Complete Financial History of Berkshire Hathaway discussed Buffett’s Mastery In Capi…
- Growth Got Crushed!In their recent episode of the VALUE: After Hours Podcast, Braziel, Hoffstein, and Carlisle discuss how Growth Got Crushed. Here’s an excerpt from the episode: Tobias: I’ve been…
- 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…
- Bill Ackman: Creating Our Own Berkshire HathawayIn his latest interview with the Fifth Avenue Synagogue, Bill Ackman discusses how he’s structured Pershing Square to be the same as Berkshire Hathaway. Here’s an excerpt from t…
- Dan Sundheim: Shorting Against Aggressive Retail GamblersIn his latest interview at Sohn 2021, D1 Capital’s Dan Sundheim discussed the difficulty of shorting in a market where retail investors are aggressively gambling on stocks. Here…
- Matt Levine: The Boredom Markets HypothesisIn his recent article on Bloomberg, Matt Levine discussed the current craziness in markets citing Gamestop, Non-fungible tokens, and the surge in crypto. He also discussed his ‘…
- (Ep.115) The Acquirers Podcast: Adam Mead – History Buffett: The Complete Financial History Of Berkshire HathawayIn this episode of The Acquirers Podcast, Tobias chats with Adam Mead, author of The Complete Financial History of Berkshire Hathaway. During the interview Adam provided some gr…
- Michael Burry’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…
- Stock In Focus – TAM Stock Screener – SciPlay Corp (NASDAQ: SCPL)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…
- Royce: What To Look For In Dividend-Paying Small CapsIn this interview, Chuck Royce and Miles Lewis from Royce Investment Partners discuss a number of topics including, refining their dividend value approach, what they look for in…
Michael Mauboussin: The Economics of Customer BusinessesIn his latest paper titled – The Economics of Customer Businesses, Calculating Customer-Based Corporate Valuation, Michael Mauboussin discusses a robust framework called ‘custom…