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VALUE: After Hours (S02 E11): Markets in Turmoil II, Fragility and Antifragility, High Yield IndexIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Is Coronavirus The Crowbar On The Tracks Of Our Train Of Fragility The Importance O…- One Stock Superinvestors Are Buying (4)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…
- Howard Marks: There Is Value Here, But When Do You Pull The Trigger?Here’s a great short interview with Howard Marks speaking on CNBC in which he discusses the dilemma that ever investor faces in a falling market. When do you pull the trigger wh…
- Stanley Druckenmiller: 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 To Invest In Enterprise Software StartupsDuring his recent interview with Tobias, Alex Rubalcava, Co-Founder And Managing Partner at Stage Venture Partners, discussed how to invest in enterprise software startups. Here…
Investing In Airlines And OTAsIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Investing In Airlines And OTAs. Here’s an excerpt from the episode: Bill Brewster: Yeah…- The Seed Investing FrameworkDuring his recent interview with Tobias, Alex Rubalcava, Co-Founder And Managing Partner at Stage Venture Partners, discussed the seed investing framework. Here’s an excerpt fro…
- David Abrams: 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…
- Use Ben Franklin’s ‘Prudential Algebra Rule’ To Make Better Investment DecisionsIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Using Ben Franklin’s ‘Prudential Algebra Rule’ To Make Better Investment Decisions. Her…
(Ep.58) The Acquirers Podcast: Steady Hands, How The Leaders Of Four SME Businesses Are Weathering The Coronavirus StormIn this special episode of The Acquirer’s Podcast Tobias chats with four SME business leaders about how their businesses are being impacted by the coronavirus, and how they’re w…- Li Lu Hosts Discussion On COVID-19 With Experts From The Front Line In ChinaOn March 13th, 2020, Himalaya Capital’s founder, Li Lu, organized and hosted a panel of experts leading the fight against COVID-19. Critical insights were shared from the front …
- (Ep.57) The Acquirers Podcast: Alex Rubalcava – Seed Stage, From Value Investor To Seed Stage Venture Capitalist In Los AngelesIn this episode of The Acquirer’s Podcast Tobias chats with Alex Rubalcava, Co-Founder And Managing Partner at Stage Venture Partners, which is a seed venture capital firm that …
- Stock In Focus – TAM Stock Screener – Criteo SA (NASDAQ: CRTO)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, Dalio, 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…
- Are We Approaching A Golden Decade For Value InvestingIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about Are We Approaching A Golden Decade For Value Investing. Here’s an excerpt from the e…
- This Week’s Best Investing Articles, Research, Podcasts 3/13/2020Here’s a list of this week’s best investing reads: I’m here, to remind you (The Reformed Broker) The Relationship Between Recessions and Market Crashes (A Wealth of Common Sense…
- One Stock Superinvestors Are Buying (3)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…
The True Definition of A Net-NetDuring his recent interview with Tobias, Jeff Gramm discussed The True Definition of A Net-Net. Here’s an excerpt from the interview: Jeff Gramm: I still love net nets, and we’v…