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- Seth Klarman’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.114) The Acquirers Podcast: Sean Fieler – Gold Value – Gold, Gold Mining, Activism, And InflationIn this episode of The Acquirers Podcast, Tobias chats with Sean Fieler, CIO of Equinox Partners. During the interview Sean provided some great insights into: Value Investing In…- Bill Gurley: The Absurdity Of Today’s ValuationsIn his recent discussion with Brad Gerstner at the Sohn Conference, Bill Gurley provided an example of the absurdity of today’s valuations. Here’s an excerpt from the discussion…
- Stock In Focus – TAM Stock Screener – West Fraser Timber Co. Ltd (NYSE: WFG)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…
How Many Of The Top Companies Will Be Around In 30 Years?In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed How Many Of The Top Companies Will Be Around In 30 Years? Here’s an excerpt f…- This Week’s Best Value Investing News, Research, Podcasts 5/14/2021Here’s a list of this week’s best investing news: An Age Old ‘Game’ (Jamie Catherwood) I’m Trying To Understand Hedonic Adjustments (Epsilon Theory) David Swensen: The Peter Lyn…
This Acquirers Multiple Stock Is Appearing In Greenblatt, Rogers, And Dalio 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…
Royce: Small-Cap Value Cycle To ContinueThe latest piece from Royce Investment Partners discusses why the current small-cap value cycle will continue to last. Here’s an excerpt from the article: Among the most common …- David Booth: Value Stocks ComebackIn his latest interview on MSN, Dimensional’s co-founder David Booth discusses why value investing is not dead, and the value stocks comeback. Here’s an excerpt from the intervi…
Creating Cigar-Butts In Deep Value Special Situations InvestingDuring his recent interview on The Acquirers Podcast with Tobias, Dan Zwirn, CEO of Arena Investors LP discussed Creating Cigar-Butts In Deep Value Special Situations Investing.…- Bill Ackman: You Get The Shareholders You DeserveDuring his recent interview with Jamie Heller at the WSJ D.Live Conference, Bill Ackman discussed a number of topics including why companies get the shareholders they deserve. H…
- VALUE: After Hours (S03 E18): Warren Buffett’s Berkshire Hathaway Annual Meeting And TransformersIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Key Takeaways From The Berkshire Annual Meeting How Many Of The Top Companies Will …
- 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…
Holding Multi-Baggers Means 30%, 40%, 50% DrawdownsIn their recent episode of the VALUE: After Hours Podcast, Taylor, Cassel, and Carlisle discussed If You Want To Hold A Multi-bagger, You Have To Hold A Multi-bagger. Here’s an …- Building A Buffett-Style Money MachineDuring his recent interview on The Acquirers Podcast with Tobias, Dan Zwirn, CEO of Arena Investors LP discussed Building A Buffett-Style Money Machine. Here’s an excerpt from t…
- Cliff Asness: Sticking With Your Strategy When It Gets Really HardDuring the latest Management Conference ’21: Keynote Conversation with Cliff Asness, David Booth, and Eugene F. Fama, AQR’s Cliff Asness discusses the important of sticking with…
- 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…
- Modern Ben Graham InvestingDuring his recent interview on The Acquirers Podcast with Tobias, Dan Zwirn, CEO of Arena Investors LP discussed Modern Ben Graham Investing. Here’s an excerpt from the intervie…