Blog
Page 369
VALUE: After Hours (S02 E12): Deploying Capital, 4 Horsemen of Coronapocalypse and Local HelpingIn this episode of the VALUE: After Hours Podcast Taylor, Brewster, and Carlisle chat about: Managing Capital In A Downturn The 4 Horsemen of Coronapocalypse Who Saw It Coming H…
Recognizing The True Threat Of Coronavirus Before Most During his recent interview with Tobias, Dr Ben Hunt from Epsilon Theory discussed his recognition of the true threat of Coronairus before most. Here’s an excerpt from the int…- Seth Klarman: Finding Bargains Amongst The Carnage And Seeking New CapitalHere’s an article from Yahoo Finance which reports that Seth Klarman at Baupost has spent $1.5 Billion buying assets in recent weeks, and is seeking more capital for his hedge f…
- Howard Marks: No One Could Have Predicted This Black Swan But Should Have Been PreparedHere’s a great discussion with Howard Marks and his team at Oaktree discussing the credit markets and relative value in today’s market. During the discussion Marks provides a ke…
- Prem Watsa: 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…
What The High Yield Index Tells UsIn this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed What The High Yield Index Tells Us. Here’s an excerpt from the episode: Tobias…- The Narrative Machine & Big ComputeDuring his recent interview with Tobias, Dr Ben Hunt from Epsilon Theory discussed The Narrative Machine & Big Compute. Here’s an excerpt from the interview: Tobias Carlisle: Th…
- David Einhorn: 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 Importance Of Focusing On Antifragile BusinessesIn this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Importance Of Focusing On Antifragile Businesses. Here’s an excerpt from t…
- Game Theory For LaymenDuring his recent interview with Tobias, Dr Ben Hunt from Epsilon Theory discussed Game Theory for Laymen. Here’s an excerpt from the interview: Tobias Carlisle: Can you give us…
- James Montier: Dare To Be Different – Value Stocks In Emerging MarketsJames Montier recently wrote a great memo titled – Dare To Be Different, in which he discusses the idea of focusing on value stocks in emerging markets to generate outsized retu…
- (Ep.59) The Acquirers Podcast: Dr Ben Hunt – Epsilon T, Game Theory, Big Compute, Narratives And CoronavirusIn this episode of The Acquirer’s Podcast Tobias chats with Dr Ben Hunt from Epsilon Theory, which is Second Foundation’s principal publishing brand, a newsletter and website th…
- Stock In Focus – TAM Stock Screener – G Willi-Food International Ltd (NASDAQ: WILC)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, 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…
- Is Coronavirus The Crowbar On The Tracks Of Our Train Of FragilityDuring this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Is Coronavirus The Crowbar On The Tracks Of Our Train Of Fragility. Here’s…
- This Week’s Best Investing Articles, Research, Podcasts 3/20/2020Here’s a list of this week’s best investing reads: BIN There, Done That (Michael Mauboussin) Two Things We Know With High Confidence (Collaborative Fund) Returns From the Bottom…
- Dan Rasmussen: Value Investing Outperforms In Times Of CrisisHere’s a great interview with Dan Rasmussen on the Invest Like The Best podcast with Patrick O’Shaughnessy in which Dan discusses how to maximize returns during market panics, i…
The Age Of The Trillion Dollar CompanyDuring his recent interview with Tobias, Alex Rubalcava, Co-Founder And Managing Partner at Stage Venture Partners, discussed the age of the trillion dollar company. Here’s an e…