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- Bill Nygren: How To Hedge Against The Secular Changes To Traditional Value InvestingIn this recent interview with Barron’s Roundtable, famed value investor Bill Nygren discusses how his firm, Oakmark Fund, hedges against the secular changes to traditional value…
How To Discover Compounders In Growth Emerging Markets (GEMs)During her recent interview with Tobias, Rashmi Kwatra, founder and CIO of Sixteenth Street Capital, discusses how to discover compounders in growth emerging markets (GEMs). Her…
(Ep.37) The Acquirers Podcast: Rashmi Kwatra – Emerging Value, Value In South-East Asian Emerging MarketsSummary In this episode of The Acquirer’s Podcast, Tobias chats with Rashmi Kwatra. She is the founder and CIO of Sixteenth Street Capital, which invests in emerging markets usi…- Tweedy Browne: 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…
- TAM Stock Screener – Stocks Appearing in Dalio, Griffin, 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…
- This Week’s Best Investing Articles, Research, Podcasts 11/8/2019Here’s a list of this week’s best investing reads: Illusion of Transparency: Your Poker Face is Better Than You Think (Farnam Street) The Hierarchy of Stock Market Losses (A Wea…
(Ep.36) The Acquirers Podcast (Bonus): Ian Cassel Interviews Tobias CarlisleSummary In this episode of The Acquirer’s Podcast Ian Cassel steps into the hosts seat to interview Tobias Carlisle. Ian is the Founder of MicroCapClub and Intelligent Fanatics …- Ray Dalio: The World Has Gone Mad And The System Is BrokenRay Dalio has just written a great piece on his Linkedin page titled – The World Has Gone Mad And The System Is Broken. In the article he outlines the reasons why he believes th…
Is Value Investing A Bet Against Tech?https://www.youtube.com/watch?v=xj1V8AFXIA0?start=1138 During his recent interview with Tobias, Jack Forehand, Partner at Validea Capital Management, discusses whether value inv…- David Einhorn: The Bear Case For NetflixIn his latest Q3 2019 Shareholder Letter, David Einhorn, discusses how he successfully shorted Netflix, and his ongoing bear case for the company. It provides a great insight in…
- Michael Mauboussin: 3 Lessons Investors Can Learn From The Quest To Win The Triple CrownIn 2015, Michael Mauboussin wrote a great paper titled – Triple Crown Teachings, Three Takeaways from the Quest for the Elusive Feat. In the paper he discusses how the quest to …
- Does Big Data Lead To More Value Traps?https://www.youtube.com/watch?v=xj1V8AFXIA0?start=1015 During his recent interview with Tobias, Jack Forehand, Partner at Validea Capital Management, discusses whether big data …
- Philip Carret: Why Investors Should Avoid Stock TipsIn his great investing book, The Art of Speculation, Philip Carret provided some great insights into why investors should avoid stock tips, saying: If a trader could select the …
- How To Recreate A Buffett Style Portfoliohttps://www.youtube.com/watch?v=xj1V8AFXIA0?start=63 During his recent interview with Tobias, Jack Forehand, Partner at Validea Capital Management, discusses how to recreate a B…
(Ep.35) The Acquirers Podcast: Jack Forehand – Practical Quant, Applied Value, Momentum, And Guru ReplicationSummary In this episode of The Acquirer’s Podcast Tobias chats with Jack Forehand. He is a Partner at Validea Capital Management and responsible for the firm’s overall operation…- What Do The Top Value Funds Have in Common?Over the past two days we posted Part 1, and Part 2 of Morningstar’s three part series on Value Investing. Following is the final part in the series which examines the common th…
- TAM Stock Screener – Stocks Appearing in Greenblatt, Griffin, 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…
- This Week’s Best Investing Articles, Research, Podcasts 11/1/2019Here’s a list of this week’s best investing reads: How to Use Occam’s Razor Without Getting Cut (Farnam Street) The Spectrum of Wealth (Collaborative Fund) Everything You Need t…