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- Seth Klarman: Q2 2020 – 8 Changes To The Future As We Know ItIn his latest letter to investors, Seth Klarman discussed the possible longer-term ramifications of the COVID-19 Pandemic and included a list of eight changes to the future as w…
(Ep.78) The Acquirers Podcast: Mikhail Samonov – Two Centuries, Value Backtest To 1825, Excess Returns And Drawdowns From Two Centuries Of ValueIn this episode of The Acquirers Podcast Tobias chats with Mikhail Samonov. He’s the Founder and CEO of Two Centuries Investments, and has extended the value backtest all the wa…- Superinvestor Rich Pzena: Top 10 Holdings (Q2 2020), Plus Top Buys NRG, AIG, DOWOne 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…
- This Week’s Best Investing Articles, Research, Podcasts 7/31/2020Here’s a list of this week’s best investing reads: The Grifters, chapter 1 – Kodak (Epsilon Theory) The Four Quadrants of Conformism (Paul Graham) Sad State (Reformed Broker) Th…
- Stock In Focus – TAM Stock Screener – Taylor Devices, Inc. (NASDAQ: TAYD)As part of a new series here at The Acquirer’s Multiple, we’re providing a new feature called ‘Stock in Focus‘ where we focus on one of the stocks from our Stock Screeners. One …
Asimov’s FoundationDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Asimov’s Foundation. Here’s an excerpt from the episode: Jake: All right.…- Value After Hours Podcast Was The Inspiration Behind The New MOI Podcast Featuring Bloomstran, Ordway, And TurnerMOI recently released its yet to be named podcast hosted by John Mihaljevic and featuring Chris Bloomstran, Phil Ordway, and Elliot Turner. Turns out the inspiration for this ne…
- 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…
- First Eagle: Now Is The Time For Patience And FortitudeValue investing firm First Eagle Investment Management recently released his Q2 2020 Market Commentary in which they discuss the importance of patience and fortitude at a time w…
- Cliff Asness: “An Open Mind Is A Great Thing, But Not So Open That Your Brains Fall Out!”During his recent interview with Corey Hoffstein on the Flirting With Models Podcast, Cliff Asness discussed the importance of investors having an open mind to new ideas, but no…
Generating Outsized Returns In Japanese Net-NetsDuring his recent interview with Tobias, Nate Tobik, founder of CompleteBankData and author of The Bank Investor’s Handbook discussed Generating Outsized Returns In Japanese Net…
VALUE: After Hours (S02 E30): Asimov’s Foundation, $WFC And Buffett’s Miss, And Blackrock’s Fade ValueIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Asimov’s Foundation ROIC, Returns, And Nose-Bleed Valuations BlackRock Quant Sees S…
Miller Value Partners: Get Set For A Comeback In Very Attractive Long-Term Returns For ValueThe latest article from Miller Value Partners titled – Don’t Forget Value – makes a very strong case for a comeback in very attractive long-term returns for value investors base…
Seth Klarman Increases His Stake In Viasat Inc $VSATAccording to his latest Form 4, filed 07/27/2020, Seth Klarman has further increased his stake in Viasat Inc by 2,556,891 shares, at an average price of $39.11, totalling $100,0…- TAM Stocks Appearing In Dalio, Fisher, 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…
David Einhorn: Before and AfterDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed David Einhorn: Before and After. Here’s an excerpt from the episode: Tobi…- Value Investing In LegoDuring his recent interview with Tobias, Nate Tobik, founder of CompleteBankData and author of The Bank Investor’s Handbook discussed Value Investing In Lego. Here’s an excerpt …
- Laughing Water Capital: This Market Makes All Speculators Look Like GeniusesMatthew Sweeney at value investing firm Laughing Water Capital recently released his Q2 2020 Shareholder Letter in which he discussed the importance of sticking with your strate…