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Bruce Greenwald’s Theory of Local Scale AdvantagesIn this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Bruce Greenwald’s theory of ‘local scale advantages’. Here’s an excerpt from t…- Howard Marks: One Of The Most Essential Ingredients In Investing Is The Ability To Look StupidIn this interview with Shane Parrish on The Knowledge Project Podcast, Howard Marks provides some great insights into the importance of looking stupid in order to become a succe…
- Warren Buffett: 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…
- Origins Of High Performance Conglomerate Jack Henry $JKHYIn this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed the origins of high performance conglomerate, Jack Henry $JKHY. Here’s an exce…
The Anatomy Of A Forecast ErrorDuring his recent interview with Tobias, Dylan Grice, co-founder of Calderwood Capital Research, and author of the Popular Delusion Reports, discussed the anatomy of a forecast …- Charles Munger: Classical Moats Are Rapidly DisappearingDuring the recent Daily Journal annual meeting (2/12/2020), Charles Munger was asked about the impact that technology is having on traditional moats. Here’s the question and his…
- (Ep.53) The Acquirers Podcast: Dylan Grice – Pop Delusions – The Golden Age Of Duration, Richard Feynman, Cargo Cults And Anatomy Of A ForecastIn this episode of The Acquirer’s Podcast Tobias chats with Dylan Grice. He is the co-founder of Calderwood Capital Research, and writes the Popular Delusion Reports. During the…
- TAM Stock Screener – Stocks Appearing In Greenblatt, Dalio, Tudor Jones 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…
- How An Oil Spike Will Pop The Everything BubbleIn this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed how an oil spike could pop the Everything Bubble. Here’s an excerpt from the e…
- This Week’s Best Investing Articles, Research, Podcasts 2/14/2020Here’s a list of this week’s best investing reads: Some Bull Market Reminders (A Wealth of Common Sense) An Astronaut’s Guide to Mental Models (Farnam Street) History is Only In…
- Charles Munger: Daily Journal Annual Meeting 2020: Fish Where The Fish Are, And That’s Not The U.S!This week Charles Munger spoke at the Daily Journal Annual Meeting 2020. During the meeting Munger was asked a question from our very own Bill Brewster, co-host on the VALUE: Af…
- John Paulson: Top Buys, Top SellsOne 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…
Manage Risk By Diversifying Your DiversifiersDuring his recent interview with Tobias, Corey Hoffstein, co-founder and Chief Investment Officer at Newfound Research discussed his approach to managing risk using a strategy t…- VALUE: After Hours (S02 E06): Greenwald on Local Competition, Oil Pops the Bubble, Jack Henry JKHYSummary In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Bruce Greenwald: We’re Moving Into An Economy Based On Local Scale Advantag…
- Rich Pzena: Top 10 HoldingsOne 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…
- Joel Greenblatt: Why Does A Company’s Stock Price Fluctuate So WildlyIn Joel Greenblatt’s book – The Little Book That Still Beats The Market, he answers the question of why does a company’s stock price fluctuate so wildly, and what you should do …
- Value Investing Indices Are Not All Created EquallyDuring his recent interview with Tobias, Corey Hoffstein, co-founder and Chief Investment Officer at Newfound Research discussed why value investing indices are not all created …
Lessons From Fundsmith’s Shareholder LettersIn this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Fundsmith’s CEO Terry Smith, and his shareholder letters. Here’s an excerpt fr…