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Investors Don’t Need Benchmark Comparisons, The Starting Point Is Not To Lose Moneyhttps://www.youtube.com/watch?v=21-Dy4vv0cc?start=2691 During his recent interview with Tobias legendary Australian fund manager Peter Simpson-Morgan, who ran Perpetual, discuss…- TAM Stock Screener – Stocks Appearing in Greenblatt, Loeb, 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 Reads 6/28/2019Here’s a list of this week’s best investing reads: Unlimited Upside (The Irrelevant Investor) Leveraged Investors Could Be Signaling A Bear Market Is Now Underway (The Felder Re…
- George Soros – 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…
Investor Biases Can Cause You To Miss Some Of The Best Opportunitieshttps://www.youtube.com/watch?v=uBK3h0n2qPQ?start=1290 During his recent interview with Tobias, Peter Rabover, who is the Portfolio Manager at Artko Capital LP, discusses how in…- Bruce Greenwald: The 3 Attributes That Make a Truly Great InvestorWe’ve just been reading through the Winter 2009 issue of the Graham and Doddsville Newsletter which includes a great passage by Bruce Greenwald on the three attributes that make…
- How Can Investors Find Opportunities In The Small & Micro-Cap Universehttps://www.youtube.com/watch?v=uBK3h0n2qPQ?start=409 During his recent interview with Tobias, Peter Rabover, who is the Portfolio Manager at Artko Capital LP, discusses how inv…
- Micro-Cap Investing Is Like Quasi Private Equity Investing Which Provides Significant ‘Early’ Investment Opportunitieshttps://www.youtube.com/watch?v=uBK3h0n2qPQ?start=2584 During his recent interview with Tobias, Peter Rabover, who is the Portfolio Manager at Artko Capital LP, discusses how mi…
- Mohnish Pabrai: Great Stock Selection Starts With Rejecting New Investment Opportunities For The Flimsiest Possible ReasonsHere’s a great interview with Mohnish Pabrai and The London Business School. During the interview Pabrai discusses his stock selection process, which he says starts with getting…
(Ep.16) The Acquirers Podcast: Peter Rabover – Russian Bear, Concentrated Microcaps And Special SituationsSummary In this episode of The Acquirer’s Podcast Tobias chats with Peter Rabover, who is the Portfolio Manager at Artko Capital LP. Peter invests in small/micro cap companies a…- TAM Stock Screener – Stocks Appearing in Greenblatt, Simpson, 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 6/21/2019Here’s a list of this week’s best investing reads: When Everything That Counts Can’t Be Counted (The Reformed Broker) ‘You Better Be Careful And Keep Your Eyes Open’ (The Felder…
- David Einhorn: Q1 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 Can Investors Learn From Buffett’s Pivot On Airlines As An Investmenthttps://www.youtube.com/watch?v=kkW9Zg6Hs8Y?start=2998 During his recent interview with Tobias, Bill Brewster who runs Sullimar Capital Group says, investors can learn a lot fro…- Seth Klarman Protégé – David Abrams – Investors Need To Use A Multi-Path Approach To Business Valuation And AnalysisWe’ve just been listening to a great interview with Seth Klarman’s protégé David Abrams on the Value Investing With Legends podcast in which Abrams discusses why investors need …
- If There’s A Wall Street Analyst Hammering A Company, Investors Really Need To Know Why Before Taking The Other Sidehttps://www.youtube.com/watch?v=kkW9Zg6Hs8Y?start=2616 During his recent interview with Tobias, Bill Brewster who runs Sullimar Capital Group says, if there’s a Wall Street anal…
- Nassim Taleb – Just Because An Investor Makes Money Doesn’t Mean They’re GoodHere’s a great extract from Nassim Taleb’s book – Fooled By Randomness in which he illustrates how some investors are perceived as being ‘great’, when in actual fact they simply…
- Phil Fisher’s Scuttlebutt Can Still Be Used To Find Great Opportunities Todayhttps://www.youtube.com/watch?v=kkW9Zg6Hs8Y?start=2086 During his recent interview with Tobias, Bill Brewster, who runs Sullimar Capital Group demonstrates how Phil Fisher’s scu…