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(Ep.33) The Acquirers Podcast: Joseph Boskovich – Owner Managers, Content, Uranium, Spectrum, Proxies & 13DsSummary In this episode of The Acquirer’s Podcast Tobias chats with Joseph Boskovich. Joseph is the Co-Founder and Partner at Old West Investment Management. Old West manages lo…- TAM Stock Screener – Stocks Appearing in Greenblatt, Tepper, Griffin 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…
- Charles Munger: 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…
- This Week’s Best Investing Articles, Research, Podcasts 10/18/2019Here’s a list of this week’s best investing reads: Howard Marks Latest Memo – Mysterious (Oaktree Capital) Focused and Diffuse: Two Modes of Thinking (Farnam Street) Terrible Bu…
- Daniel Kahneman: What Can All Investors Learn From Ray Dalio When It Comes To Making Better DecisionsShane Parrish recently interviewed Daniel Kahneman on his Knowledge Project Podcast. During the podcast Kahneman reveals the actions we can take to overcome the biases that crip…
Reframe Value Versus Growth – It’s Value Creation: Buying Things For Less Than They’re Worthhttps://www.youtube.com/watch?v=AfnMHXGnqQg?start=904 During his recent interview with Tobias, Michael Mauboussin, the Director of Research at Blue Mountain Capital Management, …- Nassim Nicholas Taleb: If You Read An Investment Proposal That Looks Like An Investment – Don’t Invest!Here is Nassim Nicholas Taleb being interviewed about his book Skin in the Game, by author and journalist Katrine Marçal. He explains the concepts of Skin in the Game and Soul i…
- How Should We Calculate The Cost Of Capital?https://www.youtube.com/watch?v=AfnMHXGnqQg?start=520 During his recent interview with Tobias, Michael Mauboussin, the Director of Research at Blue Mountain Capital Management, …
Mohnish Pabrai: At The Core, Investing Is Straightforward. It’s Simple, But It’s Not EasyIn the latest edition of the Graham & Doddsville Newsletter, there’s a great interview with Mohnish Pabrai in which he discusses his investing philosophy saying: “At the core, i…- The 3 Most Powerful Ideas From Expectations Investinghttps://www.youtube.com/watch?v=AfnMHXGnqQg?start=77 During his recent interview with Tobias, Michael Mauboussin, the Director of Research at Blue Mountain Capital Management, d…
- GMO: Are We Witnessing The Best Opportunity Set For Value Investors In The Past 20 YearsGMO recently released its Q3 2019 quarterly letter titled – Shades of 2000, which reports that value investors could be seeing the best opportunity set in the past 20 years. Her…
(Ep.32) The Acquirers Podcast: Michael Mauboussin – Big Decisions, Luck, Skill, Complexity And Success In InvestingSummary In this episode of The Acquirer’s Podcast Tobias chats with Michael Mauboussin. He’s the Director of Research at Blue Mountain Capital Management. He’s been an adjunct p…- TAM Stock Screener – Stocks Appearing in Greenblatt, Watsa, Gabelli 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 10/11/2019Here’s a list of this week’s best investing reads: Recession is Coming, “Code Red” Yield Curve Indicator Seals the Deal (The Reformed Broker) Unified American Discourse (The Irr…
- Howard Marks: 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…
- Morgan Housel: Three Big Things – The Most Important Forces Shaping the WorldHere’s a great new paper by Morgan Housel at The Collaborative Fund titled – Three Big Things – The Most Important Forces Shaping the World, which discusses the three ‘Big Thing…
The Low Volatility Anomaly – Low-Volatility Stocks Have Higher Returns Than High-Volatility Stockshttps://www.youtube.com/watch?v=rUHqdIH56lU?start=2714 During his recent interview with Tobias, Lawrence Hamtil, Principal and author at Fortune Financial Advisors, discusses th…- Joel Greenblatt: How To Apply Value Investing In An Overvalued MarketThe WSJ recently wrote an article titled – A Value Investor Defends Value Investing (Despite Its Recent Track Record), which includes a short interview with Joel Greenblatt. Gre…