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(Ep.19) The Acquirers Podcast: Adrian Saville – SuperDogs, Deep Value Investing In South AfricaSummary In this episode of The Acquirer’s Podcast Tobias chats with Adrian Saville, who is the CEO and founder of Cannon Asset Managers in South Africa. Since the mid-1990’s Adr…- TAM Stock Screener – Stocks Appearing in Dalio, Griffin, Cohen 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 7/12/2019Here’s a list of this week’s best investing reads: Blogger wisdom: genuine surprises (Abnormal Returns) The Broker Who Saved America (The Reformed Broker) Why stock-picking skil…
- Berkshire Hathaway (Warren Buffett) – 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…
How To Find Great Investment Opportunities In Closely Held Micro-Capshttps://www.youtube.com/watch?v=ZyKCjW_Q5vs?start=763 During his recent interview with Tobias, small cap value manager Eric Cinnamond discusses how investors can find great inve…- Michael Mauboussin: The Five Principles of Good Capital AllocationWe’ve just been re-reading Michael Mauboussin’s great paper on capital allocation titled – Capital Allocation Evidence, Analytical Methods, and Assessment Guidance. At the end o…
- There’s A Lot Of Value In Cyclical Commodity Stocks, But You Have To Use A Different Valuation Methodhttps://www.youtube.com/watch?v=ZyKCjW_Q5vs?start=1004 During his recent interview with Tobias, small cap value manager Eric Cinnamond discusses how value investors can find opp…
- Charlie Munger: Great Investors Can Tune Out Standard StupiditiesIn 2009 Charlie Munger did a great interview with The Stanford Lawyer. During the interview Munger discusses the skills of great investors, mistakes that he sees executives maki…
- Great Value Investors Have A Willingness To Look Stupidhttps://www.youtube.com/watch?v=ZyKCjW_Q5vs?start=3080 During his recent interview with Tobias, small cap value manager Eric Cinnamond discusses how great value investors have a…
(Ep.18) The Acquirers Podcast: Eric Cinnamond – Small Value, Absolute Return Small Cap Value ManagementSummary In this episode of The Acquirer’s Podcast Tobias chats with Eric Cinnamond, Founder and Co-Chief Executive Officer at Palm Valley Capital. In 2016 he closed down a $400 …- TAM Stock Screener – Stocks Appearing in Greenblatt, Dalio, 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…
- This Week’s Best Investing Reads 7/5/2019Here’s a list of this week’s best investing reads: The Earnings Mirage: Why Corporate Profits are Overstated and What It Means for Investors (OSAM) The Best Ten Years Ever (The …
- Seth Klarman – 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 Small Investor Advantage – Being Able To Make One’s Own Investing Decisionshttps://www.youtube.com/watch?v=21-Dy4vv0cc?start=1883 During his recent interview with Tobias legendary Australian fund manager Peter Simpson-Morgan, who ran Perpetual, discuss…- Daniel Kahneman: Can Investors Develop Expertise In Picking Stocks?Here’s a great excerpt from Daniel Kahneman’s Keynote Address at the Amundi World Investment Forum – AmundiWIF19. Kahneman provides his thoughts on whether investors can develop…
- Activism, Done Correctly, Protects Shareholders From Stupid Management Decisionshttps://www.youtube.com/watch?v=21-Dy4vv0cc?start=1259 During his recent interview with Tobias legendary Australian fund manager Peter Simpson-Morgan, who ran Perpetual, discuss…
- Charlie Munger: How Do You Become A Better InvestorHere’s a great passage from Poor Charlie’s Almanac in which Charlie Munger provides some sage advice on how one can become a better investor saying: “How do some people get wise…
(Ep.17) The Acquirers Podcast: Peter Simpson-Morgan – Aussie Lynch, Peter Lynch-Style Investing In AustraliaSummary In this episode of The Acquirer’s Podcast Tobias chats with Peter Simpson-Morgan, a legendary Australian fund manager who ran Perpetual managing $13 billion dollars unti…