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VALUE: After Hours (S02 E13): Mauboussin’s BIN, Liberty Hedge Fund Hotel, and Value Portfolio UpgradeIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Michael Mauboussin’s Paper – BIN There, Done That Blowups In Hedge Fund Hotels Valu…
Compare Companies Using The ‘Owner Earnings Yield’During his recent interview with Tobias, the team from Tweedy Browne discussed Comparing Companies Using The ‘Owner Earnings Yield’. Here’s an excerpt from the interview: Jay Hi…- Howard Marks: The Most Important Thing Is To Be Ready To Respond To And Take Advantage Of DeclinesHoward Marks recently released a memo to his clients titled – Which Way Now, in which he discusses the bull and bear cases for the current environment, oil, and the government p…
- Nassim Taleb: Why Are We Bailing Out Companies That Spent Their Cash And Took On DebtHere’s a great short interview with Nassim Taleb on Bloomberg in which he discusses the Coronavirus as being a ‘White Swan’ not a ‘Black Swan’ event, as well as his thoughts on …
- David Einhorn: Top Buys, Top Sells (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…
How We Can All Become A Positive Force In Our Local CommunitiesIn this week’s episode of the VALUE: After Hours Podcast Taylor, Brewster, and Carlisle discussed How We Can All Become A Positive Force In Our Local Communities. Here’s an exce…- Value Companies Using Comparative M&A Deals In Similar IndustriesDuring his recent interview with Tobias, the team from Tweedy Browne discussed Valuing Companies Using Comparative M&A Deals In Similar Industries. Here’s an excerpt from the in…
Jake Taylor: What Is The Intrinsic Value Of Berkshire HathawayHere’s a great interview with Value After Hours Podcast co-host Jake Taylor on The Investors Podcast discussing his intrinsic valuation of Berkshire Hathaway. Here’s an excerpt …- Bill Ackman: 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…
- The 4 Horsemen of CoronapocalypseIn this week’s episode of the VALUE: After Hours Podcast Taylor, Brewster, and Carlisle discussed The 4 Horsemen of Coronapocalypse. Here’s an excerpt from the episode: Tobias C…
- Value Investing Works Because It’s Painful And Very, Very DifficultDuring their recent interview with Tobias, the team from Tweedy Browne discussed Value Investing Works Because It’s Painful And Very, Very Difficult. Here’s an excerpt from the …
(Ep.60) The Acquirers Podcast: Tweedy Browne – Long Term, Celebrating The 100-Year Anniversary Of One Of The Most Storied Names In ValueIn this episode of The Acquirer’s Podcast Tobias chats with five members of the legendary value firm Tweedy Browne. These include Roger R. de Bree, Frank H. Hawrylak, Jay Hill, …- Stock In Focus – TAM Stock Screener – Matrix Service Co (NASDAQ: MTRX)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, Price, 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…
- Managing Capital In A DownturnIn this week’s episode of the VALUE: After Hours Podcast Taylor, Brewster, and Carlisle discussed Managing Capital In A Downturn. Here’s an excerpt from the episode: Bill Brewst…
- This Week’s Best Investing Articles, Research, Podcasts 3/27/2020Here’s a list of this week’s best investing reads: When Is the Right Time to Buy Stocks? (Irrelevant Investor) How I’m Managing My Own Money Through the Crisis (A Wealth of Comm…
- Michael Mauboussin: Stress Shortens Investors Time HorizonsHere’s a great interview with Michael Mauboussin on the Value Investing with Legends podcast. During the interview Michael provides some great insights on how stress affects inv…
- One Stock Superinvestors Are Buying (5)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…