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(Ep.5) The Acquirers Podcast: Phil Bak of Exponential ETFs – How Reverse Cap Beats The Market (Cap)In Episode 5 of the The Acquirers Podcast, Tobias chats with Phil Bak of Exponential ETFs. During the interview Phil, who is an expert in ETF’s, provides some great insights int…- James Montier: Why Does Everyone Hate MMT?James Montier recently released a great paper titled – Why Does Everyone Hate MMT?, Groupthink in Economics. In the paper he argues that MMT is misunderstood by the ‘great and t…
- TAM Stock Screener – Stocks Appearing in Soros, Dalio, Simons 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 4/5/2019Here’s a list of this week’s best investing reads: Howard Marks Memo – Growing The Pie (Oaktree) Ray Dalio – Why and How Capitalism Needs to Be Reformed (Part 1) (LinkedIn) How …
- Warren Buffett – Top 10 Holdings Q4 2018One 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…
- Herding In Investing Significantly Impairs An Investor’s Ability To Generate Market Beating Returnshttps://www.youtube.com/watch?v=_LNPDU7Pqak?start=3356 During his recent interview with Tobias, Mark Jones of Pragmatic Capital provided some great insights into why ‘herding’ i…
Smart Investors Use Put and Call Options To Hedge Stock Positions Before An Earnings Callhttps://www.youtube.com/watch?v=_LNPDU7Pqak?start=2528 During his recent interview with Tobias, Mark Jones of Pragmatic Capital discusses how investors can use put and call opti…- Michael Mauboussin – You’ve Bought A Stock, It Goes Down – Are You Still Right Or Are You Wrong?We’ve just been listening to Michael Mauboussin’s interview with Patrick O’Shaughnessy on his podcast, Invest Like The Best. During the interview Mauboussin provides some great …
- How To Find Contrarian Stocks That Generate Outsized Returnshttps://www.youtube.com/watch?v=_LNPDU7Pqak?start=182 During his recent interview with Tobias, Mark Jones of Pragmatic Capital describes his approach to finding contrarian stock…
(Ep.4) The Acquirers Podcast: Mark Jones of Pragmatic Capital – How To Find Contrarian StocksIn Episode 4 of the The Acquirers Podcast, Tobias chats with Mark Jones of Pragmatic Capital. Mark has an unusual approach to picking stocks and it works. It’s made him the top-…- George Soros – Top 10 Holdings Q4 2018One 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 3/29/2019Here’s a list of this week’s best investing reads: In the face of adversity, are you a Guernsey or a Brahman? (Farnam Street) ROCE-Growth Matrix, and Few Potential Wealth Creato…
- 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…
In Investing The Counter To Fooled By Randomness Is Fooled By Narrativehttps://www.youtube.com/watch?v=IwkEbI1gKmk?start=3044 During his recent interview with Tobias, Corey Hoffsten provides some great insights into how investors can be fooling the…- Seth Klarman – Unsuccessful Investors Are Dominated By EmotionOne of the best books ever written on investing is Margin of Safety, by Seth Klarman. There’s one passage in particular in which Klarman discusses behaviors to avoid in order to…
- How And When You Rebalance Your Portfolio Can Significantly Impact Performancehttps://www.youtube.com/watch?v=IwkEbI1gKmk?start=402 During his recent interview with Tobias, Corey Hoffstein was asked about the how and when of rebalancing a portfolio and th…
- When There’s No Pain, There’s No Premium In Investinghttps://www.youtube.com/watch?v=IwkEbI1gKmk?start=3529 In his recent interview with Tobias, Corey Hoffstein discusses his no pain, no premium investing strategy, saying: Corey: …
(Ep.3) The Acquirers Podcast: Corey Hoffstein – No Pain. No PremiumIn Episode 3 of the The Acquirers Podcast, Tobias chats with Corey Hoffstein of Newfound Research. The thing that really stands out about Corey is his risk forward approach to i…