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- Bill Ackman: There Are Many Compelling Bargains In The Equity MarketsBill Ackman has just released his 2019 Annual Report in which he reported that during the year ended December 31, 2019, PSH’s NAV increased 58.1%, ending the year at $26.94 per …
- Howard Marks: Waiting For The Market Bottom Is FollyHoward Marks has written yet another memo recently titled Calibrating in which he discusses his views on why investors should consider a change in their portfolio’s positioning …
Value Portfolio UpgradeDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed the Value Portfolio Upgrade. Here’s an excerpt from the discussion: Tobia…
Beware Of Companies With Complicated Accounting PoliciesDuring his recent conversation with Tobias, Stephen Clapham, founder of Behind The Balance Sheet, discussed the need to beware of companies with complicated accounting policies.…- Daniel Kahneman: COVID-19: It Could Take Several Years, But Ultimately Life Will Go OnHere’s a great interview with Daniel Kahneman speaking on the Politics And More podcast about the impact of the Coronavirus on society. Here’s an excerpt from the interview: For…
- David Tepper: Top 10 Holdings (Q4 2019)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…
- Blowups In Hedge Fund HotelsDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Blowups In Hedge Fund Hotels. Here’s an excerpt from the discussion: Tobi…
- Quick Ways To Spot Company Frauds Or ManipulationsDuring his recent conversation with Tobias, Stephen Clapham, founder of Behind The Balance Sheet, discussed Quick Ways To Spot Company Frauds. Here’s an excerpt from the intervi…
- James Chanos: The Two Areas Of Fraud That Investors Should Be Wary Of Right NowHere’s a recent interview with James Chanos in which he discusses the two major areas of fraud that investors should be wary of right now. Here’s an excerpt from that Interview:…
- Oaktree: This Shock Will Lead To Further Price Dislocation, Which Should Expand The Number Of Stocks That Enter “Value” TerritoryHere’s a edited excerpt from a March 11 conversation among Oaktree’s chief product officer and a trio of portfolio managers titled – Special Edition: Risks And Opportunities In …
- (Ep.61) The Acquirers Podcast: Stephen Clapham – CSI: Financials, Financial Accounting, And Financial Statement ShenanigansIn this episode of The Acquirer’s Podcast Tobias chats with Stephen Clapham, the founder of Behind The Balance Sheet, which provides research, forensic accounting training cours…
Don’t Miss The LIVE Value Hours Podcasts TuesdaysIf you’re enjoying the Value After Hours Podcasts with Tobias Carlisle, Bill Brewster, and Jake Taylor you can now watch them live on YouTube, rather than waiting for the replay…- Stock In Focus – TAM Stock Screener – FutureFuel Corp. (NYSE: FF)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, Marks, Asness 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…
- Michael Mauboussin’s Paper – BIN There, Done ThatDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Michael Mauboussin’s Paper – BIN There, Done That. Here’s an excerpt from…
- This Week’s Best Investing Articles, Research, Podcasts 4/3/2020Here’s a list of this week’s best investing reads: What You Truly Value (Farnam Street) Life is Beautiful (The Reformed Broker) When Dollar Cost Averaging Matters the Most (A We…
- Highest Returning Stocks This Week – TAM Stock ScreenersAs part of a new weekly series here at The Acquirer’s Multiple we’re going to be focusing on some of the best returning stocks from our stock screeners this week. This week we’l…
- One Stock Superinvestors Are Buying (6)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…