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(Ep.13) The Acquirers Podcast: Jim O’Shaughnessy – What Works, Legendary Entrepreneur, Investor And AuthorSummary In this episode of The Acquirer’s Podcast Tobias chats with Jim O’Shaughnessy. Jim is Chairman and Co-Chief Investment Officer at O’Shaughnessy Asset Management (OSAM). …- Value portfolios formed on price-to-earnings are underperforming glamour for the longest time *EVER* going back to 1951 — 9 yearsThe chart below shows the relative performance (blue, left-hand side) and underperformance from the nearest peak (orange, right-hand side) of equal-weighted decile portfolios fo…
As Long As Human Beings Price Securities, There Will Always Be Investment Opportunitieshttps://www.youtube.com/watch?v=PUGIb1SfpvU?start=3796 During his recent interview with Tobias chats with Jim O’Shaughnessy, best selling author and Co-Chief Investment Officer …- This Week’s Best Investing Reads 5/31/2019Here’s a list of this week’s best investing reads: Five Lessons from History (Collaborative Fund) What I Learned from Doing a Financial Plan (The Irrelevant Investor) Jeff Bezos…
- TAM Stock Screener – Stocks Appearing in Greenblatt, Rogers, 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…
The SMID-Cap Universe Provides Greater Opportunities Over Large And Small Caps – Here’s Whyhttps://www.youtube.com/watch?v=Mx47JRpbWaw?start=2508 During his recent interview with Tobias, Ben Claremon, the Principal and Portfolio Manager at Cove Street Capital outlines…- Michael Burry – 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…
- Investors Should Spend More Time Focusing On The Culture Of The Business Behind The Stockhttps://www.youtube.com/watch?v=Mx47JRpbWaw?start=1724 During his recent interview with Tobias, Ben Claremon, the Principal and Portfolio Manager at Cove Street Capital provided…
- Walter Schloss: How To Invest Stress-Free For 40 YearsHere’s a great extract from a lecture given by Walter Schloss on May 16th, 1996 at the Behavioral Economics Forum at the Harvard Faculty Club in Cambridge, Mass. Schloss provide…
- Successful Investors Need A Devil’s Advocate To Try To Kill Potential Investment Ideashttps://www.youtube.com/watch?v=Mx47JRpbWaw?start=1116 During his recent interview with Tobias, Ben Claremon, a Principal and Portfolio Manager at Cove Street Capital provided s…
(Ep.12) The Acquirers Podcast: Ben Claremon – SMID Value, Opportunities In Small And SMID Cap ValueSummary In this episode of The Acquirer’s Podcast Tobias chats with Ben Claremon, a Principal and Portfolio Manager at Cove Street Capital. Ben’s focus is on the SMID-Cap Univer…- TAM Stock Screener – Stocks Appearing in Marks, Greenblatt, Fisher 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…
KEYNOTE: Deep Value and the Acquirer’s Multiple with Tobias Carlisle | SNN NetworkHere’s a recent keynote presentation by Tobias Carlisle at the Planet MicroCap Showcase 2019 in Las Vegas, NV. The topic for his speech: “Deep Value and the Acquirers Multiple”.…- This Week’s Best Investing Reads 5/24/2019Here’s a list of this week’s best investing reads: Is the paradigm that has defined investment returns for a decade coming to an end? (13D Research) The Three Phases of an Inves…
Happy Hour, Manhattan, NY: The Churchill Tavern on June 5th at 6pmI’ll be in Manhattan in early June. If you’d like to grab a casual cocktail with me and some of FinTwit’s best and brightest, come to The Churchill Tavern on June 5th at 6pm. Cl…- Howard Marks: The Great Investors Are Unemotional PeopleHere’s a great excerpt from an interview that Howard Marks recently did with themarket.ch. During the interview Marks talks about the psychological aspects that make successful …
- Seth Klarman Protege David Abrams – 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 Smart Investors Use ‘Good’ Leverage To Magnify Returnshttps://www.youtube.com/watch?v=CT5DXNB3KKY?start=243 In his recent interview with Tobias, Dan Rasmussen, who is the Founder and Portfolio Manager of Verdad Advisors provides so…