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How ‘Cash Secured Puts’ Can Provide Investors With Downside Price Protectionhttps://www.youtube.com/watch?v=g45heRGKrpE?start=1294 During his recent interview with Tobias. Tim Travis of T&T Capital Management discusses how ‘cash secured puts’ provide in…
(Ep.7) The Acquirer’s Podcast: Tim Travis – True Value, Value In Options And InsuranceSummary In this episode of The Acquirer’s Podcast Tobias chats with Tim Travis of T&T Capital Management. During the interview Tim, who is one of the top ranked investors in the…- TAM Stock Screener – Stocks Appearing in Greenblatt, Simons, 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…
- Bruce Berkowitz – 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…
- This Week’s Best Investing Reads 4/19/2019Here’s a list of this week’s best investing reads: Warren Buffett: The Greatest Factor Investor of All Time? (CFA Institute) How to Improve Your Risk-Adjusted Returns (The Irrel…
Investors Need A Set Of Written Rules To Follow – Dumb Rules Are Better Than No Ruleshttps://www.youtube.com/watch?v=zL0oaAO9DD0?start=935 During his recent interview with Tobias, Michael Batnick of Ritholz Weath Management discusses the importance of having wri…- Prem Watsa: Shorting Cost Us $2 Billion and Why Value Investing Is So ToughWe’ve just been reading through the latest Fairfax Financial Annual Report 2018 in which Prem Watsa discusses his failed attempt to short indices (mainly the S&P500 and Russell …
Value portfolios formed on P/CF are underperforming glamour by the widest margin *EVER* going back to 1951 — 59%The chart below shows the relative performance (blue, left-hand side) and underperformance from the nearest peak (orange, right-hand side) of value-weighted decile portfolios fo…- Warren Buffett: You Don’t Want To Buy Stock In The Company That Has To Do Everything RightHere’s a great recent interview with Warren Buffett speaking to Becky Quick at CNBC. During the interview Buffett, while speaking about Apple, provides some great insights into …
- In Investing You Don’t Need To Be Perfect, You Just Need To Be Good Enoughhttps://www.youtube.com/watch?v=zL0oaAO9DD0?start=2040 During his recent interview with Tobias, Michael Batnick of Ritholz Wealth Management discusses just how difficult it is t…
- In Investing Knowing What Not To Do And Not Doing It Are Two Separate Thingshttps://www.youtube.com/watch?v=zL0oaAO9DD0?start=1324 During his recent interview with Tobias, Michael Batnick of Ritholz Wealth Management discusses some of the big mistakes t…
(Ep.6) The Acquirers Podcast: Michael Batnick of Ritholz Wealth Management – Big Mistakes, The Best Investors And Their Worst TradesSummary In Episode 6 of The Acquirer’s Podcast, Tobias interviews Michael Batnick, the Director of Research at Ritholz Wealth Management and author of Big Mistakes: The Best Inv…- This Week’s Best Investing Reads 4/12/2019Here’s a list of this week’s best investing reads: You Have To Live It To Believe It (Collaborative Fund) Current Events (csinvesting) Aswath Damodaran – Lyft overvalued here, a…
- TAM Stock Screener – Stocks Appearing in Dalio, Burry, Greenblatt 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 Can Use Consumer Satisfaction Surveys To Capture Alphahttps://www.youtube.com/watch?v=FdtGtzUuA3o?start=1187 During his recent interview with Tobias. Phil Bak of Exponential ETFs discusses how investors can use consumer satisfactio…- 16 Of The Best Books On The History of Finance & InvestingOur Recommended Books for Superinvestors Some time ago we started a series called – Superinvestors: Books That Every Investor Should Read. So far we’ve provided the book recomme…
- Investors Can Extrapolate The Premium Provided By An Equal Weight Portfolio Versus Market Caphttps://www.youtube.com/watch?v=FdtGtzUuA3o?start=498 During his recent interview with Tobias. Phil Bak of Exponential ETFs discusses how investors can extrapolate the premium w…
- How Can Investors Use ‘Reverse Market Cap’ To Generate Excess Returnshttps://www.youtube.com/watch?v=FdtGtzUuA3o?start=71 During his recent interview with Tobias, Phil Bak of Exponential ETFs explains how investors can use ‘Reverse Market Cap’ to…