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Page 388
- Mohnish Pabrai: 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…
What Happens When Short Activist Investing Goes Wronghttps://www.youtube.com/watch?v=cseF_BDs0Io?start=1007 During his recent interview with Tobias, Sahm Adrangi of Kerrisdale Capital discusses his very unsuccessful short position…- Joel Greenblatt: In Investing The Last Man Standing Is PatienceIn his presentation to the folks at Google, Joel Greenblatt emphasized the importance of patience in successful investing saying: “The last man standing is patience. We call it …
- Activist Short Selling Can Be Very Profitablehttps://www.youtube.com/watch?v=cseF_BDs0Io?start=689 During his recent interview with Tobias, Sahm Adrangi of Kerrisdale Capital discusses his successful activist short positio…
- Prem Watsa And His Prediction On The Sub-Prime Mortgage CrisisSome of the best shareholder letters that investors can read are those from Prem Watsa at Fairfax Financial Holdings. In his 2006 Shareholder Letter, Watsa predicted the sub-pri…
- How Astute Investors Discovered The Chinese Reverse Merger Fraudshttps://www.youtube.com/watch?v=cseF_BDs0Io?start=238 During his recent interview with Tobias, Sahm Adrangi of Kerrisdale Capital discusses how he came across a number of succes…
(Ep.29) The Acquirers Podcast: Sahm Adrangi – Activist Shorts, Short Selling, And Event Driven Special SituationsSummary In this episode of The Acquirer’s Podcast Tobias chats with Sahm Adrangi of Kerrisdale Capital. Kerrisdale are well known for their activist shorts, short-selling, and e…- TAM Stock Screener – Stocks Appearing in Greenblatt, Dalio, Simons 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 9/20/2019Here’s a list of this week’s best investing reads: The Cost of Waiting (Of Dollars and Data) Why Value Investing Works (Safal Niveshak) Yes, the Stock Market is Going to Crash (…
- David Einhorn: 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…
- Schroders: Has Value Investing Been Disrupted?Here’s an article from Schroders which discusses the impact of technology on traditional value investing: Disruption is a major theme in stock markets today with companies such …
Distressed Investing – How To “Paper’ A Deal Without Committing Light Treasonhttps://www.youtube.com/watch?v=FDMhvyFwzcA?start=2154 During his recent interview with Tobias, Thomas Braziel, the Founder of 507Capital, discusses how to ‘paper’ a deal withou…- Seth Klarman: Investors Remain The Consummate Yield Gluttons!In his 2004 Baupost Shareholder Letter, Seth Klarman made his thoughts clear on the inability of most investors to sit on the sidelines and hold cash when markets are expensive,…
- Invest Like David Tepper – Search For Stocks With ‘Cheap Optionality’https://www.youtube.com/watch?v=FDMhvyFwzcA?start=2699 During his recent interview with Tobias, Thomas Braziel, the Founder of 507Capital, discusses the importance of searching …
- Mohnish Pabrai: One Doesn’t Need To Have A Swiss Army Knife Approach To InvestingDuring his recent interview with MOI Global, Mohnish Pabrai explains how investors can successfully build plenty of wealth in investing with a narrow skill-set, saying: “One doe…
- How To Turn A $20,000 Investment In A Bankrupt Stock Into Millionshttps://www.youtube.com/watch?v=FDMhvyFwzcA?start=1130 During his recent interview with Tobias, Thomas Braziel, the Founder of 507Capital, discusses how he turned a $20,000 inve…
(Ep.28) The Acquirers Podcast: Thomas Braziel – Priority Position, Activism, Bankruptcy, And Off-The-Run SecuritiesSummary In this episode of The Acquirer’s Podcast Tobias chats with Thomas Braziel the Founder of 507Capital. 507 Capital specializes in providing liquidity globally by purchasi…- TAM Stock Screener – Stocks Appearing in Dalio, Cohen, O’Shaughnessy 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…