How Capital Allocators Approach Style-Drift

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In his recent interview with Tobias, Ted Seides from the Capital Allocators Podcast discussed How Capital Allocators Approach Style-Drift. Here’s an excerpt from the interview: Tobias: Yeah. One of the things that I observe in value in particular, just because it’s been such a long rough run for value, is there’s … Read More

One Stock Superinvestors Are Selling

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As part of the weekly research here at The Acquirer’s Multiple we’re always interested in superinvestors who hold the same stocks that appear in our Acquirer’s Multiple Stock Screeners, based on their latest 13F’s. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth … Read More

Morality In Investing

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During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Morality In Investing. Here’s an excerpt from the episode: Bill: Yeah, I don’t know. I mean, I guess you could– it can all go into morality. I tweeted out about Altria, and I’m not like … Read More

That Bet With Buffett

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In his recent interview with Tobias, Ted Seides from the Capital Allocators Podcast discussed That Bet With Buffett. Here’s an excerpt from the interview: Ted: That was it. We’re going way back now. This was the summer of 2007, and to put the markets into context, I was running a hedge … Read More

John Malone: I’m Not A Stock Picker

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In his recent interview on the KindredCast Podcast, John Malone discussed a number of topics including why he doesn’t consider himself a stock picker. Here’s an excerpt from the interview: Malone: So for me a covered call is the way I take risk in the equity market. Bourkoff: Exactly, you’re … Read More

Warren Buffett: “I’ll Pay You $10,000 For Your Dog By Giving You Two Of My $5,000 Cats”)

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In his most recent Berkshire Hathaway 2020 Annual Report, Warren Buffett discussed a number of topics including why Berkshire is different to the prototype conglomerate, and the shenanigans around paying for overpriced acquisitions. Here’s an excerpt from that report Berkshire is often labeled a conglomerate, a negative term applied to … Read More

(Ep.104) The Acquirers Podcast: Ted Seides – Capital Allocator: Investing In Hedge Funds And The Bet With Buffett

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In this episode of The Acquirers Podcast Tobias chats with Ted Seides from the Capital Allocators podcast. He’s also written a brand-new book called Capital Allocators. During the interview Ted provided some great insights into: That Bet With Buffett How Capital Allocators Approach Style-Drift Building A Process To Make Better … Read More

HeLa Cells

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During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed HeLa Cells. Here’s an excerpt from the episode: Jake: [chuckles] All right, so 1951, this black woman, mother of five, named Henrietta Lacks visits John Hopkins Hospital. At that time, Johns Hopkins was one of … Read More

The Math On $TSLA Doesn’t Add Up

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In his recent interview with Tobias, Drew Dickson of Albert Bridge. discussed The Math On $TSLA Doesn’t Add Up. Here’s an excerpt from the interview: Mine is it would keep me away from owning something like Tesla, unfortunately, because I can’t get there, even in the most– Toyota and Volkswagen … Read More

One Stock Superinvestors Are Buying Or Holding

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As part of the weekly research here at The Acquirer’s Multiple we’re always interested in investing gurus who hold the same stocks that appear in our Acquirer’s Multiple Stock Screeners, based on their latest 13F’s. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, … Read More

Musk vs Buffett

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During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Musk vs Buffett. Here’s an excerpt from the episode: Tobias: What about this view that Musk is this incredible industrialist that he’s Tesla’s Holding Company of all these different business lines and just buying some … Read More