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(Ep.51) The Acquirers Podcast: Jon Boyar – Private Equity – Private Market Value, Spinoffs, And Super Mario GabelliIn this episode of The Acquirer’s Podcast, Tobias chats with Jon Boyar. He is the JD/President of Boyar Research, which is one part of the value investing firm, Boyar Value Grou…- TAM Stock Screener – Stocks Appearing In Greenblatt, Dalio, Fisher 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…
Tobias Carlisle On The Millennial PodcastThis week Tobias had a chat with Robert Leonard at The Millennial Podcast. During the interview they discussed various stock market investing strategies, such as deep value, val…
Monster Compounder Heico CorpIn this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss monster compounder, Heico Corp. Here’s an excerpt from the episode: Tobias Carli…- This Week’s Best Investing Articles, Research, Podcasts 1/31/2020Here’s a list of this week’s best investing reads: Being A Noob (Paul Graham) Why Market Timing Can Be So Appealing (Of Dollars and Data) 2020 Predictions (Scott Galloway) What …
- David Tepper – Top New Buys, Top Sold Out PositionsOne 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…
Sam Zell: Where There’s No Competition You Can Produce Exceptional MarginsWe’ve just been listening to a fantastic interview with Sam Zell on Tim Ferriss’ podcast. During the interview Zell speaks about one of his most successful investments and a les…- Value: After Hours S02 E04: How $HEI ran 47,500%; Anti-FOMO Starter Size Rules; and Value vs GlamourSummary In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Heico Corp Has Increased It’s Share Price By Five Times More Than Berkshire…
150 Years Of Evidence Suggests Value Investing Will SurviveIn this episode of The Acquirer’s Podcast, Tobias chats with. Simon Adler. He’s a Fund Manager on the Schroders Global Value Team and he manages two funds, Global Recovery and G…- Charles Munger: The Overarching Problem With The Money Management IndustryDuring the 2003 Berkshire Hathaway Annual Meeting, Munger and Buffett discussed the overarching problem with the money management industry, and why it’s impossible for most mone…
- Jim Simons: 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 Hollywood Mogul Barry Diller Built A $4.2 Billion Tech Fortune Out Of Underdog AssetsSummary In this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss how Hollywood mogul Barry Diller built a $4.2 Billion tech fortune out o…- 7 ‘Red’ Questions To Uncover Value TrapsIn this episode of The Acquirer’s Podcast, Tobias chats with Simon Adler. He’s a Fund Manager on the Schroders Global Value Team and he manages two funds, Global Recovery and Gl…
- Aswath Damodaran: “If You Are A Believer In Value, As I Am, Good Value Investing Requires Creativity And Out-Of-The-Box Thinking”Aswath Damodaran has just released his latest data update titled – Data Update 2 for 2020: Retrospective on a Disruptive Decade, in which he provides some extensive analysis on …
- Seth Klarman: Investors Should Not Target A Desired Rate Of ReturnIn his book, Margin of Safety, Seth Klarman provides some great insights into the reasons why investors should not target desired rates of return, saying: Choosing to avoid loss…
- The Right Tail – How Errors Of Omission Hurt Your ReturnsSummary In this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Right Tail – How Errors Of Omission Hurt Your Returns. Here’s an e…
- How Investors Can Learn From Their Mistakes Using The U.S Military’s After Action ReviewIn his recent interview with Tobias, Simon Adler, a Fund Manager on the Schroders Global Value Team discussed how investors can learn from their mistakes using the U.S Military’…
(Ep.50) The Acquirers Podcast: Simon Adler – Recovery Value – Deep Value With Schroders Global Value Recovery And Global Income In this episode of The Acquirer’s Podcast Tobias chats with Simon Adler. He’s a Fund Manager on the Schroders Global Value Team., where he manages two funds, Global Recovery a…