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- Stock In Focus – TAM Stock Screener – Innoviva Inc (NASDAQ: INVA)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…
Quality Brand MittelstandIn her recent interview on The Acquirers Podcast with Tobias, Linda Lebrun, Director of Finance & Investing Writer Recruitment at Substack, discussed Quality Brand Mittelstand. …- Pzena: 4 Reasons Why We’re Entering Into A Powerful Period For Value OutperformanceIn their latest Q1 2021 Market Commentary, Pzena Investsment Management provide four reasons why we’re entering into a powerful period of value outperformance. Here’s an excerpt…
- One Stock Superinvestors Are BuyingAs 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…
Finding One Foot HurdlesIn their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Finding One Foot Hurdles. Here’s an excerpt from the episode: Toby: It doesn’t …- Family Owned European StocksIn her recent interview on The Acquirers Podcast with Tobias, Linda Lebrun, Director of Finance & Investing Writer Recruitment at Substack, discussed Family Owned European Stock…
- Ron Baron: Poor Earnings Results Provide Investors With Great Opportunities To BuyIn his latest Q1 2021 Shareholder Letter, Ron Baron explains how long-term investors can benefit from poor quarterly earnings results to pick up some best-in-class businesses. H…
- Jim O’Shaughnessy: The Best Way For Investors To Control Their Psychology And EmotionsDuring his recent interview on The Profile Telegram Chat, Jim O’Shaughnessy provided some great insights into how investors can control their psychology and emotions when it com…
- 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…
- Insect GroupthinkIn their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Insect Groupthink. Here’s an excerpt from the episode: Jake: Okay, I’ve got a l…
- Portfolio Manager To SubstackIn her recent interview on The Acquirers Podcast with Tobias, Linda Lebrun, Director of Finance & Investing Writer Recruitment at Substack, discussed here journey from Portfolio…
- Francis Rochon: Missing Buying Opportunities By Being Too Precise On ValuationIn his recent Master Series interview, Francois Rochon discussed a number of topics including his investment edge, tech stock valuations, Berkshire, and how you can miss out on …
- Rob Arnott: Rebalancing Alpha Is The Dominant Engine For Incremental ReturnIn his latest interview on the Masters In Business Podcast, Rob Arnott discussed development of his ‘fundamental index’ and why “rebalancing alpha is the dominant engine in incr…
- (Ep.110) The Acquirers Podcast: Linda Lebrun – Substacking: From Portfolio Manager To Fintech, Fintwit And SubstackIn this episode of The Acquirers Podcast Tobias chats with Linda Lebrun, Director of Finance & Investing Writer Recruitment at Substack. During the interview Linda provided some…
- Ray Dalio Top 10 Holdings (Q4 2020)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…
- Howard Marks: Value Investors Should Think About Fast Growing CompaniesIn his recent interview on The Korea Economic Daily Global Edition, Howard Marks discussed why he believes value investors should think bigger, and consider investing in fast gr…
- Stock In Focus – TAM Stock Screener – SYNNEX Corporation (NYSE: SNX)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…
- Charlie Munger Buys $BABAIn their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Charlie Munger Buys $BABA. Here’s an excerpt from the episode: Toby: Well, shou…