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- Carl Icahn: Latest Activist Positions 13D/G FilingsAs 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…
The Agnostic’s Case For ValueDuring his recent interview with Tobias, Corey Hoffstein, co-founder and Chief Investment Officer at Newfound Research discussed the agnostic’s case for value. Here’s an excerpt…
Are We Seeing A Return To Risk ArbitrageIn this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed the return of risk arbitrage. Here’s an excerpt from the episode: Tobias Carli…- Michael Mauboussin: Many Investors Are Not Congruent With What They’re Ultimately Trying To DoHere’s a great interview with Patrick O’Shaughnessy and Michael Mauboussin on ways to improve processes at Capital Camp 2019. During the interview Mauboussin discusses one reaso…
- (Ep.52) The Acquirers Podcast: Corey Hoffstein – Equity Momo – Robust Equity Momentum, And The Agnostic Case For ValueIn this episode of The Acquirer’s Podcast Tobias, chats with Corey Hoffstein. He is a co-founder and Chief Investment Officer at Newfound Research. Founded in August 2008, Newfo…
- TAM Stock Screener – Stocks Appearing In Icahn, Gabelli, Griffin 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…
- What Makes Constellation Software’s Growth-Through-Acquisition Strategy GreatIn this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Constellation Software’s growth-through-acquisition-strategy. Here’s an excerp…
- This Week’s Best Investing Articles, Research, Podcasts 2/7/2020Here’s a list of this week’s best investing reads: Putting the Next Market Downturn into Perspective (A Wealth of Common Sense) The Illusory Truth Effect: Why We Believe Fake Ne…
- Prem Watsa: 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…
- VALUE: After Hours (S02 E05): Risk Arbitrage, Leonard’s Constellation CSU.TO And The Fundsmith LetterSummary In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: High-Performance Conglomerate – Constellation Software Is There A Renaissan…
Great Consumer Franchises Provide Profitable Investment OpportunitiesDuring his recent interview with Tobias, Jon Boyar, JD/President of Boyar Research, discussed why great consumer franchises provide profitable investment opportunities saying: T…- Stanley Druckenmiller: 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…
How To Think About Starting Position Size For An Anti-FOMO PortfolioIn this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss how to implement an Anti-FOMO sizing strategy to get started in a position. Here…- Why Have Spin-Offs Significantly Underperformed Over The Last Decade During his recent interview with Tobias, Jon Boyar, JD/President of Boyar Research, discussed why spin-offs have significantly under-performed over the last decade saying: Jon…
- Bruce Greenwald: Old School Value Investors Who Do Not Evolve Will DisappearHere’s a great interview with Bruce Greenwald on the Value Investing With Legends Podcast. During the interview Greenwald explains why old school value investors, who do not evo…
- The Implicit Bets In Value vs GrowthIn this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss the implicit bets in value vs growth. Here’s an excerpt from the episode: Jake T…
- The Problem With Investing In Cyclicals Is That You Have To Be Right TwiceDuring his recent interview with Tobias, Jon Boyar, JD/President of Boyar Research, discussed the problem with investing in cyclical businesses is that you have to be right twic…
- Michael Burry: What Was The Secret Sauce Of The Doomsday MachineHere’s a great lecture by Michael Burry at the Vanderbilt University in 2011 in which he discusses how the financial crisis happened, why it should have been obvious to everyone…