Blog
Page 356
Finding Opportunities In Horizontally Focused Hyper-Niche Software BusinessesDuring his recent interview with Tobias, Michael Girdley, Executive Chairman at Dura Software discussed Finding Opportunities In Horizontally Focused Hyper-Niche Software Busine…- (Ep.72) The Acquirers Podcast: Michael Girdley – Niche Acquirer, Dura Software’s Hyper-Niche SME Acquisition StrategyIn this episode of The Acquirer’s Podcast Tobias chats with Michael Girdley, Executive Chairman at Dura Software, a firm that specializes in acquiring hyper-niche software busin…
- Annie Duke & Morgan Housel: Is This The Reason Warren Buffett Has Been Quiet LatelyHere’s a great conversation with Morgan Housel and Annie Duke at the 73rd CFA Institute Annual Virtual Conference last month in which they discuss a number of topics around mana…
- Stock In Focus – TAM Stock Screener – Compx International Inc. (NYSEAMERICAN: CIX)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 …
Price Drives DiligenceDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Price Drives Diligence. Here’s an excerpt from the episode: Bill: Yeah, I…- This Week’s Best Investing Articles, Research, Podcasts 6/19/2020Here’s a list of this week’s best investing reads: Some Things About the Markets That Will Never Change (A Wealth of Common Sense) Same As It Ever Was (Collaborative Fund) Deser…
- Terry Smith’s Owners Manual – 14 Filters For Purchasing A Great InvestmentOne of the investors we watch very closely here at TAM is Terry Smith, CEO at Fundsmith. We’ve recently been reading through the Fundsmith ‘Owners Manual’ which is very similar …
- TAM Stock Screener – Stocks Appearing In Greenblatt, Klarman, Icahn 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…
The Trend Is Your Friend: Momentum InvestingDuring his recent interview with Tobias, Maj Soueidan, President and Co-Founder at Geoinvesting discussed Momentum Investing. Here’s an excerpt from the interview: Maj: I got of…- VALUE: After Hours (S02 E24): Price Drives Diligence, The Right Size II, Bankruptcy GamblersIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Price Drives Diligence The Right Size II Bankruptcy Gamblers Why Has The Pendulum S…
Opportunities In The Decimated Aerospace Value ChainDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Opportunities In The Decimated Aerospace Value Chain. Here’s an excerpt f…- The China FraudDuring his recent interview with Tobias, Maj Soueidan, President and Co-Founder at Geoinvesting discussed The China Fraud. Here’s an excerpt from the interview: Tobias: Is it ju…
- One Stock Superinvestors Are Buying Or Holding (17)As 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…
- Peter Lynch: The Amateur Investors Inferiority ComplexFirstly a big H/T to The Dividend Growth Investor for sharing this awesome collection of articles written by Peter Lynch for Worth Magazine in the 1990’s. They’re a must read fo…
- George Soros: Top Buys, Top Sells (Q1 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…
- John Hempton: What Makes Shorting Frauds Fundamentally Very DangerousFamed short seller John Hempton, CIO of Bronte Capital, recently did an interview with Global Capital in which he discussed how and where to find fraudulent companies, short sel…
- Being The Right Size In Investing, Competition, And GrowthDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Being The Right Size In Investing, Competition, And Growth. Here’s an exc…
- Finding Great Opportunities In Tier One MicrocapsDuring his recent interview with Tobias, Maj Soueidan, President and Co-Founder at Geoinvesting discussed Finding Great Opportunities In Tier One Microcaps. Here’s an excerpt fr…