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- OSAM: The Momentum Factor Will Continue To Deliver Outperformance – Here’s WhyJamie Catherwood at O’Shaughnessy Asset Management recently wrote a comprehensive piece on why the momentum factor will continue to deliver outperformance saying: There are no c…
- Michael Mauboussin: Ben Graham’s Overarching Investing LessonWe’ve just been listening to Michael Mauboussin’s interview on the Jim Rutt Podcast. During the interview he spoke about the fact that while a number of Ben Graham’s methods hav…
- The Tablecloth to Napkin Financial Analysis ModelDuring his recent interview with Tobias, Vitaliy Katsenelson, author and CEO of Investment Management Associates discusses his tablecloth to napkin financial analysis model. Her…
- Warren Buffett: 15 Book Recommendations Last 10 YearsCNBC recently compiled a list of book recommendations from Warren Buffett, taken from his shareholder letters over the past ten years. Here’s the list: 1. ‘Poor Charlie’s Almana…
- G.A.U.P – Growth At An Unreasonable Pricehttps://www.youtube.com/watch?v=N7AkXLYu6Vo?start=653 During his recent interview with Tobias, Vitaliy Katsenelson, author and CEO of Investment Management Associates discusses …
(Ep.41) The Acquirers Podcast: Vitaliy Katsenelson – Value Intellect, Softbank, Telsa And ValueSummary In this episode of The Acquirer’s Podcast Tobias chats with Vitaliy Katsenelson. He’s the CEO of Investment Management Associates, and the author of two books Active Val…- TAM Stock Screener – Stocks Appearing In Icahn, Greenblatt, Dalio 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 12/6/2019Here’s a list of this week’s best investing reads: Survivorship Bias: The Tale of Forgotten Failures (Farnam Street) The Portfolio Gap (The Irrelevant Investor) Where Have All T…
- Jeffrey Gundlach: US Stocks Will Be Crushed In The Next RecessionHere’s a great interview at Yahoo Finance with Jeffrey Gundlach, CEO of DoubleLine Capital in which he says US stocks will be crushed in the next recession. He also says that th…
- David Einhorn: Q3 2019 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…
- Seth Klarman: Q3 2019 – 3 New Buys, 3 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…
How To Screen For Potential Opportunities – Using Other Smart Investors 13F’shttps://www.youtube.com/watch?v=1g84ApvFwRc?start=2255 During his recent interview with Tobias, the man behind the pseudonymous Twitter account, Bluegrass Capital discusses how …- Oh, How Times Have Changed: Ben Graham’s 10 Criteria For Valuing StocksIn the 2004 addition of Forbes Greatest Investing Stories it lists Ben Graham’s ten criteria for valuing stocks. While this is not intended to be a criticism, it’s a great illus…
- The First Question To Ask When Analysing Opportunities – What Is The Customer Value Proposition?https://www.youtube.com/watch?v=1g84ApvFwRc?start=283 During his recent interview with Tobias, the man behind the pseudonymous Twitter account, Bluegrass Capital explains the im…
- Jeff Bezos: Investors Should Focus On Free Cash Flow, Not EarningsIn Jeff Bezos’ 2004 Annual Shareholder Letter, he provided a great lesson for investors on the importance of focusing on free cash flow, as opposed to earnings. Here’s an excerp…
- Unit Economics – A Modern Value Approachhttps://www.youtube.com/watch?v=1g84ApvFwRc?start=95 During his recent interview with Tobias, the man behind the pseudonymous Twitter account, Bluegrass Capital discusses how un…
Greenbackd: (S01 E01) The VALUE: After Hours PodcastIn addition to The Acquirers Podcast, Tobias has just launched a new weekly podcast called – VALUE: After Hours on his Greenbackd website. Value: After Hours is a podcast about …
(Ep.40) The Acquirers Podcast: Bluegrass Capital – Unit Economics, Incremental Returns And Intangible CapitalSummary In this episode of The Acquirer’s Podcast Tobias chats with the man behind the pseudonymous Twitter account, Bluegrass Capital. During the interview Bluegrass provided s…