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(Ep.15) The Acquirers Podcast: Bill Brewster – Brewster’s Millions, A Masterclass In Business AnalysisSummary In this episode of The Acquirer’s Podcast Tobias chats with Bill Brewster, who runs Sullimar Capital Group. During the interview Bill provided some great business analys…- TAM Stock Screener – Stocks Appearing in Greenblatt, Ainslie, 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 6/14/2019Here’s a list of this week’s best investing reads: Howard Marks Memo – This Time It’s Different (Oaktree Capital) When Does the Stock Market Go Up? (A Wealth of Common Sense) Me…
Wall Street’s Endangered SpeciesTwenty years ago in the spring of 1999, Piper Jaffray’s Daniel J. Donoghue, Michael R. Murphy and Mark Buckley*, produced a research report called Wall Street’s Endangered Speci…- Joel Greenblatt – Top 10 Holdings Q12019One 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 Are The 20 Best And Worst Countries To Invest In According To The Human Freedom Indexhttps://www.youtube.com/watch?v=sec51fFMSPQ?start=2457 During her recent interview with Tobias, Perth Tolle who is the Founder of Life + Liberty Indexes discusses some of the be…- Michael Burry: Don’t Try To Dig Your Way OutFollowing is an excerpt from Michael Burry’s MSN Case Studies in which he provides some great advice for investors who are tempted to take increased risks in order to dig themse…
- Investing In ‘Freer’ Countries Helps Avoid Taleb’s Absorption Barrier Riskhttps://www.youtube.com/watch?v=sec51fFMSPQ?start=1424 During her recent interview with Tobias, Perth Tolle who is the Founder of Life + Liberty Indexes discusses how investing …
- Walter Schloss: Criteria For Liquidations Where Money Is Held By A CompanyFollowing is a May 1952 memo written by Walter Schloss which outlines his criteria for liquidations where money is held by a company: You can find the original document here: Wa…
- Emerging Markets Provide Investors With Opportunities To Capture A ‘Freedom Premium’https://www.youtube.com/watch?v=sec51fFMSPQ?start=591 During her recent interview with Tobias, Perth Tolle who is the Founder of Life + Liberty Indexes discusses how emerging ma…
(Ep.14) The Acquirers Podcast: Perth Tolle – Freedom Weight, Life + Liberty In Emerging MarketsSummary In this episode of The Acquirer’s Podcast Tobias chats with Perth Tolle, who is the Founder of Life + Liberty Indexes and the Freedom 100 Emerging Markets Index. Perth p…- TAM Stock Screener – Stocks Appearing in Pzena, Greenblatt, Grantham 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 6/7/2019Here’s a list of this week’s best investing reads: Tobias Carlisle – The Risks And Rewards Of Deep Value Investing (Bloomberg) The Danger of Comparing Yourself to Others (Farnam…
- Carl Icahn – 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…
- Seth Klarman: “Value Investing Is At Its Core The Marriage Of A Contrarian Streak And A Calculator.”We’ve just been re-reading Michael Mauboussin’s book – The Success Equation. There’s a great passage in the book with discusses investor psychology, and some of the findings of …
Investors Must Continue To Challenge Their Long Held Beliefshttps://www.youtube.com/watch?v=PUGIb1SfpvU?start=2518 During his recent interview with Tobias chats with Jim O’Shaughnessy, best selling author and Co-Chief Investment Officer …- Mohnish Pabrai – Investors Can Take Advantage When Markets Get Confused Between Risk And UncertaintyAt his recent presentation at Trinity College in Dublin, Mohnish Pabrai explained how investors can take advantage when markets get confused between risk and uncertainty, saying…
- Investors Should Beware When They Start To See ‘Information Cascades’https://www.youtube.com/watch?v=PUGIb1SfpvU?start=2056 During his recent interview with Tobias chats with Jim O’Shaughnessy, best selling author and Co-Chief Investment Officer …