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- Michael Mauboussin: The Expert Squeeze And Man Versus MachineHere’s a great excerpt from Michael Mauboussin’s book – Think Twice: Harnessing the Power of Counterintuition, in which Mauboussin is discussing what he calls the expert squeeze…
How To Hedge Your Portfolio More Cost EffectivelyDuring his recent interview with Tobias, Benn Eifert, CIO at QVR Advisors, discusses options trading strategies, and how investors can hedge their portfolios more cost effective…
(Ep.26) The Acquirers Podcast: Benn Eifert – Volatility Research, Institutional Options And VolatilitySummary In this episode of The Acquirer’s Podcast Tobias chats with Benn Eifert. He is a Stanford undergrad, Cal PhD, and CIO at QVR Advisors. QVR is a boutique SEC-registered i…- TAM Stock Screener – Stocks Appearing in Dalio, Marks, Cohen PortfoliosPart of the weekly research here at The Acquirer’s Multiple features some of the top picks from our Deep Value Stock Screeners and some top investors who are holding these same …
- This Week’s Best Investing Articles, Research, Podcasts, And Infographics 8/30/2019Here’s a list of this week’s best investing reads: From Shareholder wealth to Stakeholder interests: CEO Capitulation or Empty Doublespeak? (Aswath Damodaran) The Real Bubble Ha…
- Cliff Asness: Why It’s Hard to Say When Value Wins AgainHere’s an excerpt from the AFR in which Cliff Asness is discussing why it’s hard to say when value investing wins again: It’s the question every almost every fund manager wished…
- Michael Burry – Top 10 Holdings Q22019One 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…
The Micro-Cap Universe Provides The Best Opportunities To Find Multi-Baggershttps://www.youtube.com/watch?v=fHdKAzxnRnI?start=2316 During his recent interview with Tobias, Ian Cassel, Founder of MicroCapClub and Intelligent Fanatics Capital Management, …- Five Reasons Why Value Investing May Never Regain Its AppealHere’s an excerpt from an article at The Globe and Mail which discusses five reasons why value investing may never regain its appeal: There has been a lot of talk about the deat…
- Nassim Nicholas Taleb: If An Investor Has A Risk Of Terminal Blowup, The “Potential Returns” Of His Strategy Are Totally InconsequentialJust been re-reading Nassim Taleb’s book – Antifragile: Things that Gain from Disorder, which includes a great passage on risk and a real-life example of how it applies in inves…
- Avoid Selling Too Early – Investors Need To Allow Their Stock Positions To Exceed Their Expectationshttps://www.youtube.com/watch?v=fHdKAzxnRnI?start=1780 During his recent interview with Tobias, Ian Cassel, Founder of MicroCapClub and Intelligent Fanatics Capital Management, …
- Warren Buffett: There’s No Easier Game Than StocksHere’s a great excerpt from an interview that Warren Buffett did in India some years ago. Buffett is discussing how there is no easier game than stocks, but investors turn that …
- Investors Can Generate Outsized Returns Using The Three Buckets of Micro-Cap Investinghttps://www.youtube.com/watch?v=fHdKAzxnRnI?start=690 During his recent interview with Tobias, Ian Cassel, Founder of MicroCapClub and Intelligent Fanatics Capital Management, d…
(Ep.25) The Acquirers Podcast: Ian Cassel – Intelligent Fanatic, A Masterclass In Microcap InvestingSummary In this episode of The Acquirer’s Podcast Tobias chats with Ian Cassel. Ian is the Founder of MicroCapClub and Intelligent Fanatics Capital Management. He specialises in…- TAM Stock Screener – Stocks Appearing in Greenblatt, Pabrai, Spier 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 Reads 8/23/2019Here’s a list of this week’s best investing reads: Why Complexity Sells (Collaborative Fund) Learning from other Industries (csinvesting) The (Not So) Fantastic Four (The Felder…
- Seth Klarman – Top 10 Holdings Q22019One 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…
- Value Investor Insight: Alexander Roepers InterviewHere’s an excerpt from an interview by Value Investor Insight with Alexander Roepers. Making highly concentrated bets, as Alexander Roepers can attest, requires conviction in on…