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3 Lessons Investors Can Learn From Rush Drummer Neil PeartSummary In this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed three lessons investors can learn from Rush drummer, Neil Peart. Here’…
Aswath Damodaran: Many Active Managers Will Be Wiped Out By ETFs And They Deserve It!In a recent interview with The Economic Times, Aswath Damodaran was asked about his thoughts on active vs passive investing and the impact that ETFs will have on existing active…- TAM Stock Screener – Stocks Appearing In Marks, Griffin, Asness 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…
- This Week’s Best Investing Articles, Research, Podcasts 1/24/2020Here’s a list of this week’s best investing reads: If Stocks Are ‘Ridiculously Cheap’ Why Isn’t Warren Buffett Buying? (Felder Report) Preparing For Lower Returns (The Irrelevan…
- Ray Dalio: Cash Is Trash In 2020Interviewer: David Tepper had texted into the show on Friday and suggested right now you have to be in the market, full-on. So the question is whether everybody jumps on the tra…
- Bill Nygren – 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…
There’s Considerable Advantages In Setting Up A VC Fund In BangladeshDuring his recent interview with Tobias, Dan McMurtrie, Founder of the Long/Short hedge fund Tyro Partners and Bangladesh VC fund – Anchorless Bangladesh, discussed the consider…- (S02 E03) The VALUE: After Hours PodcastSummary In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: 3 Lessons Investors Can Learn From Rush Drummer – Neil Peart The Right Tail…
- Jeff Ubben 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…
- One Of The Most Popular Papers On Online-Dating Advice – Written By A Hedge Fund ManagerDuring his recent interview with Tobias, Dan McMurtrie, Founder of the Long/Short hedge fund Tyro Partners and Bangladesh VC fund – Anchorless Bangladesh, discussed his very pop…
- David Einhorn: Growth Has Knocked The Stuffing Out Of Value Last Three Years (106% vs. 17%)In David Einhorn’s most recent investor letter (Q4 2019) he highlights the fact that Greenlight Capital Funds have returned 13.8% in 2019 compared to 31.5% for the S&P 500. He a…
Justin Mallory – What Should Warren Buffett Buy? Summary In this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Justin Mallory’s Twitter thread on – What Should Warren Buffett Buy…- Seth Klarman: How To Calculate A Company’s Present-ValueIn Seth Klarman’s book Margin of Safety he provides some great insights into how investors can calculate a company’s present-value saying: At times when interest rates are unusu…
- Chuck Akre – The Art Of (Not) SellingSummary In this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Chuck Akre – The Art Of (Not) Selling. Here’s an excerpt from the epis…
- Turnarounds In Big Brand Names Provide Significant Investment OpportunitiesDuring his recent interview with Tobias, Dan McMurtrie, Founder of the Long/Short hedge fund Tyro Partners and Bangladesh VC fund – Anchorless Bangladesh, discussed how turnarou…
- Is The Slowdown In Mean Reversion The Reason That Value Investing Has Lost It’s Edge?Late last year Baruch Lev from the New York University and Anup Srivastava from the University of Calgary wrote a paper titled – Explaining the Recent Failure of Value Investing…
- (Ep.49) The Acquirers Podcast: Dan McMurtrie – SuperMugatu – Long/Short Equity, Bangladesh Venture Capital, And Millennial DatingIn this episode of The Acquirer’s Podcast Tobias chats with Dan McMurtrie. He’s the Founder of the Long/Short hedge fund Tyro Partners and Bangladesh VC fund – Anchorless Bangla…
- Aswath Damodaran’s – Revisiting The Big Market DelusionSummary In this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Aswath Damodaran’s – Revisiting he Big Market Delusion. Here’s an exce…