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- Ken Fisher: Top 10 Holdings (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…
- Chris Bloomstran (SAI): One Reason Why Berkshire Doesn’t Pay DividendsOne of the best shareholder letters provided to investors is the one from Chris Bloomstran at Semper Augustus Investments (SAI). In his latest 2019 year end letter he provided a…
Why Is Warren Buffett Selling Stocks Down Under 10%In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed some reasons Why Warren Buffett Is Selling Stocks Down Under 10%. Here’s an e…
Dealing With The Long-Term Consequences Of Moth-Balling A Business For MonthsDuring his recent interview with Tobias, Brent Beshore, Founder & CEO of Permanent Equity, and author of The Messy Marketplace: Selling Your Business in a World of Imperfect Buy…- Jeffrey Gundlach: A Retest Of The Market Low Is ‘Very Plausible’Here’s a great interview with Jeffrey Gundlach in which he discusses why a retest of the market low is ‘very plausible’. Here’s an excerpt from the interview: Question: You thin…
- Carl Icahn: The Best Opportunities Ahead Are In Graham And Dodd Type StocksHere’s a great interview with Carl Icahn on CNBC in which he states that the best opportunities ahead will be in Graham and Dodd type stocks saying: I think that you will see so…
- Making Sense Of FWONK’s/FWONA’s Latest TransactionsIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Making Sense Of FWONK’s/FWONA’s Latest Transactions. Here’s an excerpt from t…
- Finding Good Companies That Are Available For SaleDuring his recent interview with Tobias, Brent Beshore, Founder & CEO of Permanent Equity, and author of The Messy Marketplace: Selling Your Business in a World of Imperfect Buy…
- (Ep.64) The Acquirers Podcast: Brent Beshore – Baby Buffett, How Permanent Equity Is Building The Next BerkshireIn this episode of The Acquirer’s Podcast Tobias chats with Brent Beshore, Founder & CEO of Permanent Equity, and author of The Messy Marketplace: Selling Your Business in a Wor…
- This Week’s Best Investing Articles, Research, Podcasts 4/24/2020Here’s a list of this week’s best investing reads: Who Pays For This? (Collaborative Fund) Do We Need to Worry About Government Debt? (A Wealth of Common Sense) She’s the Boss o…
- Self Organized Criticality And How It Applies To MarketsIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Self Organized Criticality And How It Applies To Markets. Here’s an excerpt f…
- Stock In Focus – TAM Stock Screener – Saga Communications, Inc. (NASDAQ: SGA)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 …
- TAM Stock Screener – Stocks Appearing In Greenblatt, Pzena, Price 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…
- Ian Cassel: 7 Lessons For Surviving As An InvestorIan Cassel recently provided a great keynote presentation titled – “The Art of Survival” from the Planet MicroCap Showcase hosted by @BobbyKKraft. During the presentation Ian pr…
- Chris Cole: The Law Of Cosmic Duality In InvestingHere’s a great interview with Chris Cole, founder of Artemis Capital, on the MacroVoices Podcast in which he discusses a number of topics including his counterintuitive concept …
- VALUE: After Hours (S02 E16): Warren Buffett’s Selling, Sand Pile Criticality, and FWONK / FWONAIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Self Organized Criticality And How It Applies To Markets Making Sense Of FWONK’s/FW…
The Best Companies To Buy Are ‘New Zealand’ Type BusinessesDuring his recent interview with Tobias, Andrew Wilkinson, co-founder of Tiny, discusses why the best companies to buy are ‘New Zealand’ type businesses. Here’s an excerpt from …- Howard Marks: Lower Lows Ahead In The StockmarketIn a recent interview with CNBC Howard Marks provided his thoughts on the short term future for the stock market saying: “We’re only down 15% from the all-time high of Feb. 19,”…