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- 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…
$Bitcoin BullsDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed $Bitcoin Bulls. Here’s an excerpt from the podcast: Bill: No, it’s okay. …
Validation Capital–When Activists Try To Seize Control, These Shareholders Come To The RescueIn his recent interview with Tobias, Lawrence Cunningham, author of several books including The Essays of Warren Buffett, Dear Shareholder, and Quality Shareholders discussed Va…- Prem Watsa Channels Phil Carret – Good Management Is Undoubtedly The Single Most Important Factor In Security AnalysisIn his latest Fairfax 2020 Year End Letter, Prem Watsa discusses the wisdom he uses from investing legend Phil Carret to identify the most successful determinant of long term su…
- Joel Greenblatt 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.105) The Acquirers Podcast: Lawrence Cunningham – Quality Shareholder: How To Attract Quality Shareholders And How Being A Quality Shareholder Improves ReturnsIn this episode of The Acquirers Podcast Tobias chats with Lawrence Cunningham, author of several books including The Essays of Warren Buffett, Dear Shareholder, and Quality Sha…
- Joel Greenblatt: Which Is Better? A Concentrated Or Diversified PortfolioIn his latest interview on The Investors Podcast, Joel Greenblatt discussed the benefits of running concentrated and diversified portfolios. Here’s an excerpt from the interview…
- 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…
- Peter Lynch: Buy When Things Go From Crappy To Semi-CrappyAt last week’s MIT Sloan Annual Investment Conference, Barry Ritholz had a opportunity to have a fireside chat with investing legend Peter Lynch. During the conversation Lynch s…
- Are $TSLA And $ARKK The Catalysts That Break The Market?During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed $TSLA And $ARKK – The Catalysts That Break The Market. Here’s an excerpt …
- This Week’s Best Value Investing News, Research, Podcasts 3/4/2021Here’s a list of this week’s best investing news: Charlie Munger: 2021 Daily Journal Annual Meeting Transcript (Junto) Terry Smith Annual Shareholders’ Meeting Presentation Febr…
- Acquirer’s Multiple Stock $WHR Appearing In Gayner, Simons, 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…
Building A Process To Make Better Investment DecisionsIn his recent interview with Tobias, Ted Seides from the Capital Allocators Podcast discussed Building A Process To Make Better Investment Decisions. Here’s an excerpt from the …- VALUE: After Hours (S03 E08): $Bitcoin Bulls, $TSLA Goes, $ARKK Goes, Bloomstran And $BRK.AIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: $TSLA And $ARKK – The Catalysts That Break The Market $Bitcoin Bulls Bloomstran And…
- Terry Smith: Even If You Had Perfect Foresight You Could Not Predict The Market’s ReactionIn his recent Fundsmith Annual Shareholders’ Meeting, Terry Smith discussed market timing, and even if you had perfect foresight it would still be impossible to predict how the …
Warren Buffett’s Energy BetsDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Warren Buffett’s Energy Bets. Here’s an excerpt from the episode: Tobias:…- 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…
- How Capital Allocators Approach Style-DriftIn his recent interview with Tobias, Ted Seides from the Capital Allocators Podcast discussed How Capital Allocators Approach Style-Drift. Here’s an excerpt from the interview: …