During his recent interview with Tobias, Matt Joass from Maven Funds discussed “S” Adoption Curves. Here’s an excerpt from the interview: Matt: Yeah. We think a lot about the limiting factor of the business. One of the big areas we disagree, I think the whole framework of how we think about … Read More
Tom Gardner: How To Be A Value Investor Today
In his latest interview with Dave Lee on Investing, Tom Gardner discussed value investing today and how it’s changed from the days of Peter Lynch saying, “That wasn’t the case during the Peter Lynch years of following companies, opening stores and malls that had to raise capital and get leases … Read More
(Ep.102) The Acquirers Podcast: Matt Joass – Growth Maven: “S” Adoption Curves, High Growth, And The Motley Fool
In this episode of The Acquirers Podcast Tobias chats with Matt Joass from Maven Funds. During the interview Matt provided some great insights into: “S” Adoption Curves High Growth At A Discount Fundamental Inflection Points Looking For Power Law Winners Merging Value & Growth Catching Fundamental Multibaggers Behavioural Moonshots Villagers … Read More
Jim Simons Top 10 Holdings (Q4 2020)
One 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 their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More
Joel Greenblatt: It’s Not Only What’s In Front Of You Today But What Might Be In Front Of You Six Months From Now
In his recent interview with Howard Marks on Real Vision, Joel Greenblatt discussed the impact of interest rates on asset prices, whether this time is different, how accounting has not kept up-to-date with today’s business models, and the importance of maintaining a margin of safety. Here’s an excerpt from the … Read More
Stock In Focus – TAM Stock Screener – Innoviva Inc (NASDAQ: INVA)
As part of our ongoing series here at The Acquirer’s Multiple, we provide this feature article titled ‘Stock in Focus‘ where we focus on one of the stocks from our Stock Screeners. One of the cheapest stocks in our Stock Screeners is Innoviva Inc (NASDAQ: INVA). Innoviva Inc develops biopharmaceutical drugs in the … Read More
$GME And The WSB Short Squeeze
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed $GME And The WSB Short Squeeze. Here’s an excerpt from the episode: Tobias: Do you guys have any thoughts on GameStop? Bill: Yeah, I do. Allow me to– Tobias: Is that your rant? Bill: Yes. … Read More
This Week’s Best Value Investing News, Research, Podcasts 2/12/2021
Here’s a list of this week’s best investing news: Innovations in Asset Management (Investor Amnesia) Emerging Markets Crisis Investing (Verdad) 12 Life Lessons From Mathematician and Philosopher Gian-Carlo Rota (Farnam Street) Hammers and Nails (Epsilon Theory) Howard Marks: The Biggest Risk Is Rising Interest Rates (Market NZZ) Investing legend Terry Smith’s $30 billion equity fund … Read More
Terry Smith: 12 Books That Every Investor Should Read
In a recent email interview with Business Insider, Terry Smith provided twelve book recommendations that every investor should read: Berkshire Hathaway’s Annual Shareholder Letters The Warren Buffett Way by Robert Hagstrom Liar’s Poker, The Big Short, Flash Boys and Moneyball – All by Michael Lewis The Predators Ball by Connie Brook Hawkwood: Diabolical Englishman by … Read More
Acquirer’s Multiple Stock $OMC Appearing In Rogers, Simons, Greenblatt Portfolios
Part 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 their portfolios. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, … Read More
VALUE: After Hours (S03 E05): $GME And The WSB Short Squeeze, Crazy Valuations, Stoic Sperm Whales
In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: $GME And The WSB Short Squeeze Robinhood’s Trading Halt Sperm Whale Stoicism Pirating Together & The Wisdom Of Crowds Nobody Cares About Valuation Metrics Elon & Chamath’s Hatred Of Shortsellers Citadel Front-Running Forget About How … Read More
Reversion Of The Mean Caused By Private Equity
During his recent interview with Tobias, Michael Mitchell, who is IgnoreNarrative on Twitter discussed Reversion Of The Mean Caused By Private Equity. Here’s an excerpt from the interview: Tobias: I couldn’t agree more, and I had a similar experience. The first decade of the 2000s, I watched all the really … Read More
Dan Loeb: Avoid Taking Positions Against Companies With Large Short Positions
In his latest Q4 2020 Investor Letter, Dan Loeb discussed why investors should avoid taking positions against companies with large short interests. Here’s an excerpt from the letter: The recent short squeeze in certain securities is nothing new. Indeed, as Jesse Livermore said in Reminiscences of a Stock Operator, (quoting … Read More
One Stock Superinvestors Are Buying Or Holding
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
Value Is The Driver
When it comes to investing and making informed decisions, having the right guidance and insights can be crucial. Just like navigating the complex world of finance, safe driver Dubai provides a reliable and knowledgeable service to ensure a smooth and secure journey. Similarly, in the VALUE: After Hours Podcast, financial … Read More
Working With Michael Price
During his recent interview with Tobias, Michael Mitchell, who is IgnoreNarrative on Twitter discussed Working With Michael Price. Here’s an excerpt from the interview: Tobias: How did that all come about? How did you get started? How did it happen? Michael: I started my career in 2004. Well, really, I … Read More
Guy Spier: Value Investing Will Never Die
In his recent interview with Kiana Danial, Guy Spier discusses why value investing, or as he puts it, intelligent investing, will never die. Here’s an excerpt from the interview: Spier: Value investing is not dead. Intelligent investing is not dead. To just go into it in a little bit more … Read More
One Stock Superinvestors Are Selling
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
$GME And Wall Street Bets
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed $GME And Wall Street Bets. Here’s an excerpt from the episode: Bill: I’ll talk about Game because that’s what people want to hear about. Tobias: GameStop? Bill: Yeah. Jake: Getting GameStopped. Tobias: That’s the … Read More
Paying A Low Multiple For Cashflows Is The Right Choice
During his recent interview with Tobias, Michael Mitchell, who is IgnoreNarrative on Twitter discussed why Paying A Low Multiple For Cashflows Is The Right Choice. Here’s an excerpt from the interview: Michael: Well, it almost, for me, as I look at the world today, as long as you have the … Read More