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- Bruce Greenwald On One Of The Greatest Value Investors Ever – Glenn GreenbergOne of the best books ever written on value investing is Bruce Greenwald’s Value Investing: From Graham to Buffett and Beyond. So starting this week we’re going focus on one cha…
- Joel Greenblatt: 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…
- Howard Marks: Latest Memo – Nobody Knows II, Coronavirus And It’s Impact On MarketsHoward Marks recently released his latest Memo titled – Nobody Knows II, in which he discusses his view on the coronavirus and its impact on markets saying: Over the last few we…
Why It’s So Difficult For Companies To Maintain Their Economic MoatIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss why it’s so difficult for companies to maintain their economic moat. Here’s an excerpt …- Seth Klarman: 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…
Michael Green’s Thesis On The Risks To The Market From Passive InvestingDuring his recent interview with Tobias, Michael Green, Partner and Chief Strategist at logicafunds discussed his thesis on the risk to the market from passive investing. Here’s…- Lessons From The $DJCO 2020 Meeting And Its Transition From Publishing To SaaSIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss lessons learnt from attendance at the DJCO Annual Meeting, and its transition from publ…
- Jim Chanos: Seven Traits To Identify Fraudulent CompaniesIn his recent interview with Jim O’Shaughnessy and Jamie Catherwood on the Infinite Loops podcast, Jim Chanos discussed one of the models his firm uses to identify fraudulent co…
- (Ep.55) The Acquirers Podcast: Michael Green – Passive Agro, Passive Risks To The Market, Shorting XIV, And What’s A Value Guy To Do?In this episode of The Acquirer’s Podcast Tobias chats with Michael Green. He is a Partner and Chief Strategist at logicafunds. Michael is a regular guest on Real Vision and his…
- TAM Stock Screener – Stocks Appearing In Greenblatt, Pzena, 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…
- Howard Marks: Latest Activist PositionsAs a new weekly feature here at The Acquirer’s Multiple, we’re going to take a look at the latest activist positions from some of our favorite superinvestors based on their late…
- Why Is Warren Buffett Buying S&P 500 ETF’sIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss some reasons why Warren Buffett may be buying S&P 500 ETF’s. Here’s an excerpt from the…
- This Week’s Best Investing Articles, Research, Podcasts 2/28/2020Here’s a list of this week’s best investing reads: Is The Stock Market Going to Crash? (The Irrelevant Investor) A Viral Market Meltdown: Fear or Fundamentals? (Aswath Damodaran…
- One Stock Superinvestors Are Buying (1)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…
- History Tells Us To ‘Buy Now’ When The S&P 500 Falls More Than 5% In A Two-Day Period, Like It Did RecentlyOne of the firms we follow closely here at The Acquirer’s Multiple is that of Whitney Tilson at Empire Financial Research. In his latest piece Tilson provides some fascinating r…
The Two Big Advantages For The Individual InvestorDuring his recent interview with Tobias, Mark Simpson, author of Excellent Investing: How to Build a Winning Portfolio, and manager of Danger Capital, discussed the two big adva…- VALUE: After Hours (S02 E08): Buffett Buys $SPY, Charlie Munger Dunks on Bill, The $DJCO ExperienceSummary In this episode of the VALUE: After Hours Podcast, The Three Amigos Of Investing Taylor, Brewster, and Carlisle chat about: Why Is Warren Buffett Buying S&P 500 EFT’s? D…
- Michael Burry: 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…