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- This Week’s Best Investing Reads 8/9/2019Here’s a list of this week’s best investing reads: Why the stock market must go down (The Reformed Broker) Different Ways to be Rich in 2019 (A Wealth of Common Sense) An Old Fi…
- TAM Stock Screener – Stocks Appearing in Icahn, Greenblatt, Dalio 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…
Investors Should Consider Permanently Allocating 5-10% Of Their Portfolio Into Goldhttps://www.youtube.com/watch?v=Fthp2PYU0WI?start=3522 During his recent interview with Tobias, Zach Abraham, who runs Bulwark Capital Management and has a radio show called Kno…- Charlie Munger: An Idiot Could Diversify A Portfolio!Here’s a great excerpt from Charlie Munger’s Daily Journal Meeting earlier this year in he discusses why portfolio diversification is completely unnecessary. He illustrates the …
- Here’s Why Fixed Indexed Annuities Should Be Considered As An Alternative To Bondshttps://www.youtube.com/watch?v=Fthp2PYU0WI?start=2557 During his recent interview with Tobias, Zach Abraham, who runs Bulwark Capital Management and has a radio show called Kno…
(Ep.1) Acquirers Active: $IRTC Short, Kerrisdale’s Short Thesis On Irhythm TechnologiesSummary In this episode of Acquirer’s Active Tobias chats with Sahm Adrangi and David Cohen of Kerrisdale Capital about their short thesis on Irhythm Technologies Inc (NASDAQ: I…- Warren Buffett: Investing Is Much Like Reporting – Writing The Right StoryHere’s a great excerpt from an interview that Warren Buffett did with BizNews in 2017 in which he illustrates how investing is much like reporting. Buffett was asked the followi…
- To Infinity and Beyond Meat – Keep Your Head When All About You Are Losing Theirshttps://www.youtube.com/watch?v=Fthp2PYU0WI?start=409 During his recent interview with Tobias, Zach Abraham, who runs Bulwark Capital Management and has a radio show called Know…
(Ep.22) The Acquirers Podcast: Zach Abraham – Known Risks, Value, Activism And 60/40 Bond AlternativesSummary In this episode of The Acquirer’s Podcast Tobias chats with Zach Abraham who runs Bulwark Capital Management and has a radio show called Know Your Risk Radio. During the…- TAM Stock Screener – Stocks Appearing in Dalio, Greenblatt, 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 Reads 8/2/2019Here’s a list of this week’s best investing reads: Elizabeth Warren’s Banking Sector Napalm (The Reformed Broker) You May Have Longer Than You Think to Invest For Retirement (A …
- Bill Ackman – Top 10 Holdings Q1 2019One 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 Graham Two Factor Model Still Provides Great Returns Todayhttps://www.youtube.com/watch?v=gJoyXVvvbdc?start=2178 During his recent interview with Tobias, Tim Melvin, who is a 31 year veteran of the financial services industry, discusse…- Charlie Munger: The Two Markets That Are Most InefficientHere’s a great excerpt from Whitney Tilson’s notes on the 2007 Wesco Annual Meeting. During the meeting Charlie Munger provides some great insights on the growing popularity of …
- The Best Returns Can Be Found In Small Illiquid Value Stockshttps://www.youtube.com/watch?v=gJoyXVvvbdc?start=1786 During his recent interview with Tobias, Tim Melvin, who is a 31 year veteran of the financial services industry, discusse…
- Michael Burry: How To Make 7x Plus On Your InvestmentHere’s a great excerpt from Michael Burry’s Scion Capital 2001 Shareholder Letter in which he illustrates how investors can make 7x plus on their investment by valuing the entir…
- There’s Two Places In The Market Where Book Value Is Still The Best Metric For Valuationhttps://www.youtube.com/watch?v=gJoyXVvvbdc?start=1161 During his recent interview with Tobias, Tim Melvin, who is a 31 year veteran of the financial services industry, discusse…
(Ep.21) The Acquirers Podcast: Tim Melvin – Financial Value, Graham And Schloss Meets Kravis In FinancialsSummary In this episode of The Acquirer’s Podcast Tobias chats with Tim Melvin who is a 31 year veteran of the financial services industry, as a broker, advisor, and a portfolio…