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Musk vs BuffettDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Musk vs Buffett. Here’s an excerpt from the episode: Tobias: What about t…
How To Build A Debiasing StrategyIn his recent interview with Tobias, Drew Dickson of Albert Bridge discussed How To Build A Debiasing Strategy. Here’s an excerpt from the interview: Drew: Whereas you can find …- Ray Dalio: The 6 Measures Of My Systemized “Bubble Indicator”In his recent article titled – Are We In A Stock Market Bubble, Ray Dalio discusses the six measures of his systemized “bubble indicator” which gives him perspective on the mark…
- Hunting Alpha In EuropeIn his recent interview with Tobias, Drew Dickson of Albert Bridge discussed Hunting Alpha In Europe. Here’s an excerpt from the interview: Tobias: What’s your universe, in term…
- ARK’s Presentation On The FutureDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed ARK’s Presentation On The Future. Here’s an excerpt from the episode: Jak…
- 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: My Key Takeaway From 17 Years Of InvestingIn his recent interview with Stephen Fraidin at the Cadwalader Fifth Annual Finance Forum, Bill Ackman discussed a number of topics including his key takeaway from seventeen yea…
- Michael Burry 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.103) The Acquirers Podcast: Drew Dickson – Alpha Europe: Finding Alpha Through Behavioral Investing In EuropeIn this episode of The Acquirers Podcast Tobias chats with Drew Dickson of Albert Bridge. During the interview Drew provided some great insights into: Hunting Alpha In Europe Th…
- Semper Augustus: Warren Buffett Is Mr. Repo ManIn his latest 2020 Letter To Clients, Chris Bloomstran discusses the path from deflation to hyperinflation, Expedition Everest, and Berkshire: The Goat goes full repo. Here’s an…
- Stock In Focus – TAM Stock Screener – Industrias Bachoco, S.A.B. de C.V. (NYSE: IBA)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…
- $TSLA Buys $BTCDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed $TSLA Buys $BTC. Here’s an excerpt from the episode: Tobias: Yeah, I’m go…
- This Week’s Best Value Investing News, Research, Podcasts 2/19/2021Here’s a list of this week’s best investing news: Emerging Markets: Slow Growth, High Volatility (Verdad) Financial Innovation & Historical Recap (Investor Amnesia) Howard Marks…
Bill Ackman Returned 70.2% 2020, Averaging 16.9% Since InceptionIn the recently released Pershing Square Annual Investor Update, Bill Ackman disclosed that PSH returned 70.2% for 2020, compared to 18.4% for the S&P500: His biggest contributi…- Acquirer’s Multiple Stock $MSGN Appearing In Burry, Greenblatt, Simons 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…
Fundamental Inflection PointsDuring his recent interview with Tobias, Matt Joass from Maven Funds discussed Fundamental Inflection Points. Here’s an excerpt from the interview: Matt: But thankfully, the new…- VALUE: After Hours (S03 E06): $TSLA Buys $BTC, ARK’s Presentation On The Future, And RobinhoodIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: $TSLA Buys $BTC ARK’s Presentation On The Future Musk vs Buffett Robinhood Should I…
- Jeremy Grantham: What I Learned From Chasing ‘Rocket Ship’ StocksIn his latest interview with Meb Faber, Jeremy Grantham relays a story about a time early in his career when he was chasing ‘rocket ship’ stocks. It was a defining lesson in his…