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- Value Managers On Why Value Investing Has UnderperformedYesterday we posted Part 1 in a three part series by Morningstar titled – Morningstar: Value Investing: A Deep Dive Into Performance. Today we look at Part 2 in which Morningsta…
- Bruce Berkowitz: Q2 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…
Investors Can Find Great Opportunities In Stocks With A Masking Effecthttps://www.youtube.com/watch?v=N8poJe2osJg?start=869 During his recent interview with Tobias, Connor Haley, Founder of Alta Fox Capital Management, discusses how investors can …- Morningstar: Value Investing: A Deep Dive Into PerformanceHere’s a great article at Morningstar that does a deep dive on the underperformance of value investing over the past twenty years. The article is the first in a three part serie…
- James Chanos: How To Spot A FraudJames Chanos is well known for his specialization in short-selling. His best known call was on Enron Corp before it filed for bankruptcy in 2001, and what makes it instructive i…
- The 3 Investment Edges Every Investor Should Be Seekinghttps://www.youtube.com/watch?v=N8poJe2osJg?start=1626 During his recent interview with Tobias, Connor Haley, Founder of Alta Fox Capital Management, discusses the three investm…
- Mohnish Pabrai: How To Beat Wall Street With Third Grade MathIn Monish Pabrai’s book, The Dhando Investor, he provides a real-life illustration of how, with third grade math, you can beat Wall Street if you’re prepared to do a little rese…
- How To Find Investing Gems That Don’t Screen As Cheaphttps://www.youtube.com/watch?v=N8poJe2osJg?start=141 During his recent interview with Tobias, Connor Haley, Founder of Alta Fox Capital Management, discusses how investors can …
(Ep.34) The Acquirers Podcast: Connor Haley – Micro Master, Long/Short Micro Cap Compounders, And ChessSummary In this episode of The Acquirer’s Podcast Tobias chats with Connor Haley. Connor is the Founder of Alta Fox Capital Management. He’s a Harvard graduate, Magna cum laude.…- TAM Stock Screener – Stocks Appearing in Marks, Greenblatt, Grantham 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 10/25/2019Here’s a list of this week’s best investing reads: Five Questions: Tackling Some of the Toughest Questions in Investing with Michael Mauboussin (Validea) A Eulogy for the 60/40 …
- Bloomberg: A Real Shift May Be Underway Towards Value InvestingHere’s an article from Bloomberg titled – For a Strategy Left for Dead, Value Stocks Sure Do Return a Lot, which discusses the possibility that a real shift may be underway towa…
- Michael Price: Q2 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…
Investors Should Consider Companies That Utilize The Freemium Effecthttps://www.youtube.com/watch?v=IMXXZTqIp8I?start=1305 During his recent interview with Tobias, Joseph Boskovich, Co-Founder and Partner at Old West Investment Management, discu…- David Einhorn: Our Research Process Reverses The Analytical Framework That Most Traditional Value Investors UseWe’ve just been re-reading David Einhorn’s book – Fooling Some of the People All of the Time, A Long Short Story, in which he discusses how Greenlight’s research process reverse…
- One Of The Best Investors You’ve Never Heard Of – Howard Jonashttps://www.youtube.com/watch?v=IMXXZTqIp8I?start=379 During his recent interview with Tobias, Joseph Boskovich, Co-Founder and Partner at Old West Investment Management, discus…
- Peter Lynch: Lessons From An Investing LegendHere’s a recent interview that Peter Lynch did at Fidelity in which he discusses a number of insightful investing lessons: When Peter Lynch began work at Fidelity 50 years ago, …
- Investors Should Focus On Companies That Are Owner Managed – Here’s Whyhttps://www.youtube.com/watch?v=IMXXZTqIp8I?start=58 During his recent interview with Tobias, Joseph Boskovich, Co-Founder and Partner at Old West Investment Management, discuss…