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- David Einhorn’s 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…
(Ep.108) The Acquirers Podcast: Evan Tindell: Expected Value, Value Investing, Poker Pro And MIT Mechanical EngineerIn this episode of The Acquirers Podcast Tobias chats with Evan Tindell, co-founder of Bireme Capital. During the interview Evan provided some great insights into: Value Investi…- Rob Vinall: The Contrarian GeneIn his latest letter, Rob Vinall of RV Capital discusses the pros and cons of a contrarian mindset as it relates to investing. Here’s an excerpt from the letter: I happened to h…
- Stock In Focus – TAM Stock Screener – Lennar Corporation (NYSE: LEN)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…
Risks And Rewards Of ConcentrationIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed the Risks And Rewards Of Concentration. Here’s an excerpt from the episode: T…- This Week’s Best Value Investing News, Research, Podcasts 4/2/2021Here’s a list of this week’s best investing news: A History of Boats, Canals & Finance (Jamie Catherwood) A Tiger Can’t Change Its Stripes (Epsilon Theory) Countercyclical Asset…
- Cliff Asness: Run Your Process Like A VulcanIn a recent interview with Front Row, Cliff Asness discussed the difficulty of sticking with your process, keeping staff and clients, and controlling your emotions, when your st…
- Acquirer’s Multiple Stock $QRTEA Appearing In Burry, Dalio, 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…
Company BailoutsIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Company Bailouts. Here’s an excerpt from the episode: Jake: I guess, I would …- VALUE: After Hours (S03 E12): The Risks And Rewards Of Concentration, PG’s Axioms And NeversellIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: The Risks And Rewards Of Concentration Paul Graham’s Axioms If You Were Born 15 Yea…
- DoubleLine: Busting 5 Common Misconceptions About The Death Of Value InvestingA recent paper by DoubleLine refutes five commonly held misconceptions about the death of value investing. These are: 1. Book Value Is Flawed. Therefore, No Compelling Value Spr…
- 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…
- Airlines At Ludicrous SpeedIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Airlines At Ludicrous Speed. Here’s an excerpt from the episode: Tobias: Well…
- Jeffrey Gundlach: Your First Loss Is Your Best LossHere’s a great interview with Jeffrey Gundlach on Real Vision in which he discusses a number of topics including some of his biggest mistakes. Here’s an excerpt from the intervi…
- 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…
- Testosterone In InvestingIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Testosterone In Investing. Here’s an excerpt from the episode: Jake: This wee…
- Bill Ackman: PSH Is Not A Conglomerate Like BerkshireIn his latest 2020 Pershing Square Holdings Annual Report, Bill Ackman stresses PSH is not a conglomerate like Berkshire Hathaway. Here’s an excerpt from the letter: In this yea…
- Mark Leonard: How About A Thought ExperimentIn his 2015 letter to shareholders, Mark Leonard posed the following thought experiment: How about a thought experiment? Assume attractive return opportunities are scarce and th…