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VALUE: After Hours (S02 E10): Ben Franklin’s Prudential Algebra, 2000s vs 2010s and Fins and OTAsIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Will We Still Be Talking About The Coronavris In Twelve Months? Are We Approaching …- David Abrams: 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…
- Terry Smith: A Cheap Price Should Be An Investors Second ConsiderationHere’s a great presentation by Fundsmith’s Terry Smith in which he illustrates how investors can generate excellent returns by focusing on high quality businesses, which may be …
So You Want To Be An Activist InvestorDuring his recent interview with Tobias, Jeff Gramm discussed life as an activist investor. Here’s an excerpt from the interview: Tobias Carlisle: Right. Your first position, wa…
Josh Wolfe Is On A Line Between Sci-Fi And Sci-FactIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about why Josh Wolfe Is On A Line Between Sci-Fi And Sci-Fact. Here’s an excerpt from the …- Nassim Taleb: Why It’s Better To Panic EarlyHere’s a great little video by Nassim Nicholas Taleb and Yaneer Bar-Yam discussing the overreaction to the Coronavirus and why its better to panic early. Here’s an excerpt from …
- How To Successfully Invest In Small & Micro Caps During his recent interview with Tobias, Jeff Gramm discussed How To Successfully Invest In Small & Micro Caps. Here’s an excerpt from the interview: Tobias Carlisle: Right. W…
- Joel Greenblatt: 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…
- Coronavirus: Markets In Turmoil!In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about Coronavirus: Markets In Turmoil! Here’s an excerpt from the episode: Bill Brewster: …
- David Samra: There Will Always Be A Place For Value InvestingIn his recent interview on the Value Investing With Legends Podcast, David Samra, founding partner of the Artisan Partners International Value Team, was asked about his thoughts…
- (Ep.56) The Acquirers Podcast: Jeff Gramm – Small Activism, Columbia GBS To Distressed Hedge Funds, And Small/Micro ActivismIn this episode of The Acquirer’s Podcast Tobias chats with Jeff Gramm, Founder of Bandera Partners and author of Dear Chairman. During the interview Jeff provided some great in…
- Stock In Focus – TAM Stock Screener – Gencor Industries (NASDAQ: GENC)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, Gabelli, Cooperman 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…
- Cliff Asness (vale) – Never Has a Venial Sin Been Punished So Quickly and Violently!In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about Cliff Asness (vale) – Never Has a Venial Sin Been Punished So Quickly and Violently!…
- This Week’s Best Investing Articles, Research, Podcasts 3/6/2020Here’s a list of this week’s best investing reads: Corona Panic (Collaborative Fund) Using Models to Stay Calm in Charged Situations (Farnam Street) Don’t Lose It (Humble Dollar…
- VALUE: After Hours (S02 E09): Markets in Turmoil!, Thinking About The Future, And Venial Value SinsIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Cliff Asness – Never Has a Venial Sin Been Punished This Quickly and Violently! Whe…
- One Stock Superinvestors Are Buying (2)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…
- Peter Kaufman: One Reason Investors May Never Replicate Buffett And MungerHere’s a great presentation by Peter Kaufman at the Cal Poly Pomona Economics Clubs, in which he discusses his multidisciplinary approach to thinking. Part of his presentation f…