During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Baby Carrots-Zugzwang. Here’s an excerpt from the episode: Jake: With the popularity of the Queen’s Gambit and chess apparently is all the rage right now, I thought it’d be fun to take a concept out … Read More
This Week’s Best Value Investing News, Research, Podcasts 12/31/2020 (Seasons Greetings!!!)
Here’s a list of this week’s best investing news: A Historic Year (Jamie Catherwood) Bill Ackman Has Had Another Blockbuster Year. His Fund Is Still Cheap (Barron’s) Charlie Munger on disruption and technology (Morningstar) Cathie Wood Sees 20% Returns After ‘Unbelievable’ 2020 (ARK) Dalio Sees Soaring Asset Prices and ‘Flood of Money’ … Read More
Acquirer’s Multiple Stock $ABC Appearing In Dalio, Simons, Grantham 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 (S02 E51): 2020 Year In Review, Baby Carrots-Zugzwang, Twitter Crowdsourcing
In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Baby Carrots-Zugzwang The Future For Value Investing Is Twitter Mr Market? Investing Model Deviations Last 5 Years Short & Long Term Investors Can Both Be Right Mark Leonard & $CSU.TO Buffett & $SNOW The ARK … 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
Stock Market Operators
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Stock Market Operators. Here’s an excerpt from the episode: Bill: I don’t know. Something that you said that when we talked that, you wanted to be more of like an industrialist investor and not as … Read More
Best Of 2020 – The Acquirers Podcast: Connor Haley – Micro Master, Long/Short Micro Cap Compounders, And Chess
As part of our ‘Best of 2020 Acquirers Podcast Series’, earlier this year Tobias had a great interview with Connor Haley. Connor is the Founder of Alta Fox Capital Management and a Harvard graduate, Magna cum laude. He’s also the number one ranked investor in the MicroCapClub, and he’s got some … 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
Invincible Industrialists
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Invincible Industrialists. Here’s an excerpt from the episode: Tobias: Bill and I recorded a long-form podcast on Bill’s new podcast called The Business Brew, which is a really fun format where it’s like– a long … Read More
Best Of 2020 – The Acquirers Podcast: Chris Mittleman – Severe Value, Mittleman Brothers, Aimia, And Two Decades Of Value
As part of our ‘Best of 2020 Acquirers Podcast Series’, earlier this year Tobias had a great interview with Chris Mittleman. He’s the CIO, founder of Mittleman Brothers. During the interview Chris provided some great insights into: How Aimia Reinvented Itself As An Investment Company The Time Berkshire’s Share Price Dropped … Read More
Terry Smith Top 10 Holdings (Q3 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
Best Of 2020 – The Acquirers Podcast: Tweedy Browne – Long Term, Celebrating The 100-Year Anniversary Of One Of The Most Storied Names In Value
As part of our ‘Best of 2020 Acquirers Podcast Series’, earlier this year Tobias had a great interview with five members of the legendary value firm Tweedy Browne. These include Roger R. de Bree, Frank H. Hawrylak, Jay Hill, Thomas H. Shrager, and Robert Q. Wyckoff, Jr. These members of the … Read More
Stock In Focus – TAM Stock Screener – DHT Holdings Inc (NYSE: DHT)
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 DHT Holdings Inc (NYSE: DHT). DHT Holdings Inc is an … Read More
Treasure Hunting
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Treasure Hunting. Here’s an excerpt from the episode: Jake: Anyway, all right. Our story starts with a Silver Star Vietnam air combat veteran. Retires from the Air Force, moves to New Mexico and starts this … Read More
This Week’s Best Value Investing News, Research, Podcasts 12/25/2020
Here’s a list of this week’s best investing news: Tesla, ‘Passive’ & Herding (Jamie Catherwood) The Reasonable Optimist (Collaborative Fund) A Gut Punch (Cliff Asness) The Essential Truth Bombs from Stoic Philosophers (Medium) How to Value Berkshire Hathaway (Morningstar) Michael Mauboussin: WACC and Vol – Valuation for Companies with Real Options (Morgan … Read More
John Malone: Finding The Greatest Opportunities In The “Ambiguous Middle”
In his 2014 Shareholder Letter, Liberty’s John Malone discussed a number of topics including finding opportunities in the ‘ambiguous middle’. Here’s an excerpt from the letter: Changes in technology and consumer behavior have always had a meaningful impact on our industry. This was true in the 1970’s when John was … Read More
Acquirer’s Multiple Stock $KGC Appearing In Ainslie, Greenblatt, Eveillard 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 (S02 E50): Treasure Hunting, Invincible Industrialists, And Stock Market Operators
In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Treasure Hunting Invincible Industrialists Stock Market Operators Valuing $SHOP $LSYN’s Share Count Reduction Looking For Vulnerabilities Asking Munger A Question Buying LEAPS Sun Tzu, Buffett & Boyd Buying Into Fast Growth Retrospective Valuation No Man … Read More
Tom Gayner: An Invalueable Lesson From Shelby Davis
Several years ago Tom Gayner did a great interview with MOI Global in which he discussed a number of topics including some of the mistakes that investors make which stop them from reaching their goals. This included a valuable lesson he learned from Shelby Davis. Here’s an excerpt from the … 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