Blog
Page 402
- This Week’s Best Investing Reads 3/22/2019Here’s a list of this week’s best investing reads: Yes, It’s All Your Fault: Active vs. Passive Mindsets (Farnam Street) The Market Won’t Provide High Returns Just Because You N…
- Prem Watsa – 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…
- TAM Stock Screener – Stocks Appearing in Greenblatt, Pzena, 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…
Why Has Value Investing Underperformed?https://www.youtube.com/watch?v=H7_QJyxr2W0?start=2331 During his recent interview with Tobias, Jake Taylor of Farnam Street provides some great insights into why he thinks valu…- 11 Of The Best Books On Stock & Business ValuationWe recently started a series called – Superinvestors: Books That Every Investor Should Read. So far we’ve provided the book recommendations from: Charles Munger: 32 Books That E…
- Dispersion In Investing – The Gap Between The Best and Worst Stocks Is Closinghttps://www.youtube.com/watch?v=H7_QJyxr2W0?start=2477 During his recent interview with Tobias, Jake Taylor of Farnam Street discusses how the dispersion (gap) between the best …
How To Identify Great Capital Allocatorshttps://www.youtube.com/watch?v=H7_QJyxr2W0?start=777 During his recent interview with Tobias, Jake Taylor of Farnam Street discusses how investors can spot great capital alloca…
(Ep.2) The Acquirers Podcast: Jake Taylor – Charlie Munger and The Rebel AllocatorIn Episode 2 of the The Acquirers Podcast, Tobias chats with Jacob “Jake” Taylor of Farnam Street Investments. During the interview Jake talks about his new book – The Rebel All…- This Week’s Best Investing Reads 3/15/2019Here’s a list of this week’s best investing reads: The Twenty Craziest Investing Facts Ever (The Irrelevant Investor) To Find Moats Look for Monopolies and Consolidating Industr…
When Good Ideas In Investing Become Dominant They Become Destabilizinghttps://www.youtube.com/watch?v=lTVE9ixrzgA?start=3233 During his recent interview with Tobias, Chris Cole of Artemis provided a great anology of what happens when great ideas i…- Top 10 Carl Icahn 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…
- TAM Stock Screener – Stocks Appearing in Dalio, Rogers, 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…
- As Markets Become More Passive, Volatility Amplifies, And Markets Become More Unstablehttps://www.youtube.com/watch?v=lTVE9ixrzgA?start=2264 During his recent interview with Tobias, Chris Cole of Artemis provides some great insights into the impact that passive i…
- John Rogers: ‘Cheap Orphan’ Stocks Appear During High Volatility MarketsHere’s a great interview with John Rogers of Ariel Investments speaking with Business Insider. During the interview Rogers shares some great insights into how ‘Cheap Orphan’ sto…
Capturing Crisis Alpha – Most Investors Are Not As Diversified As They Think They Arehttps://www.youtube.com/watch?v=lTVE9ixrzgA?start=196 During his recent interview with Tobias, Chris Cole explains how to capture crisis alpha and why most investors are not as …- (Ep.1) The Acquirers Podcast: Christopher Cole – Volatility and Crisis AlphaHere’s a great interview with Tobias speaking to Christopher Cole of Artemis Capital Management. Chris Cole is a 39-year-old hedge fund manager from Texas who uses volatility to…
Introducing The Acquirers PodcastWe’re launching a new podcast called The Acquirers Podcast. It’s about finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations. …- This Week’s Best Investing Reads 3/8/2019Here’s a list of this week’s best investing reads: The Stormtrooper Problem: Why Thought Diversity Makes Us Better (Farnam Street) How The Buffett Yardstick Shows Both ‘Sky-High…