During his recent interview with Tobias, Stephen Clapham, author of The Smart Money Method, discussed The Importance Of Pricing Power. Here’s an excerpt from the interview: Tobias: Just before we move on to that, let’s talk a little bit about quality. What’s your definition of business quality? Stephen: There isn’t a … Read More
David Abrams’ 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
How John Malone Changed Wall Street’s Focus With Unconventional Thinking
In William Thorndike’s book – The Outsiders – there’s a great chapter dedicated to the Cable Cowboy, John Malone. From the 1970s to the 1990s, Malone built up cable TV firm TCI as right hand man to founder Bob Magness, then became the CEO of TCI in 1973 at 29 … Read More
(Ep.94) The Acquirers Podcast: Stephen Clapham – Smart Money: How An Ex-Hedge Fund Analyst Uses Forensic Accounting To Pick Stocks
In this episode of The Acquirers Podcast Tobias chats with Stephen Clapham, author of The Smart Money Method. During the interview Stephen provided some great insights into: The Importance Of Pricing Power Use Simple Charts To Measure Investor Sentiment Evaluate The Company’s Industry, Capacity & Demand Forget P/E And Focus … 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 … Read More
Charles Ellis: Timeless Investing Advice
In his recent interview with WealthTrack, Charles Ellis, author of the investment classic Winning The Losers Game discussed his timeless investing advice, including his thoughts on the active management business. Here’s an excerpt from the interview: Ellis: The talent pool of people who are involved in investment management keeps going … Read More
Einhorn’s $GLRE and Icahn’s $IEP
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Einhorn’s $GLRE and Icahn’s $IEP. Here’s an excerpt from the episode: Tobias: Einhorn genius for a decade. The GOAT for a decade, a GOAT for the last decade. I think it could be back to … Read More
This Week’s Best Investing News, Research, Podcasts 11/27/2020
Here’s a list of this week’s best investing news: Bubbles, Manias & Fraud (Jamie Catherwood) 100 Baggers: The Lost Chapter (Chris Mayer) We Have No Idea What Happens Next (Collaborative Fund) AMA? BITFD! (Epsilon Theory) Should Warren Buffett Dismantle Berkshire Hathaway? (Mindset Value) Zuckerman’s Curse and the Economics of Fund Management (Net Interest) Timing the Value … Read More
Acquirer’s Multiple Stock $MSGN Appearing In Burry, Rogers, Gabelli 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
$DIS’s Competitive Advantage Is Its IP
During his recent interview with Tobias, Alex @TSOH_Investing discussed $DIS’s Competitive Advantage Is Its IP. Here’s an excerpt from the interview: Tobias: Let’s talk about some of the other names you’ve got in there. Disney, you said you got that in the Fox spinoff? Alex: Yeah, I got it. When … Read More
VALUE: After Hours (S02 E46): Value: After Hours S02 E46 Buffett Sells $COST, Einhorn’s $GLRE And Icahn’s $IEP, Long-Lived Instos, Fundamentals Aren’t Dead!
In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Einhorn’s $GLRE and Icahn’s $IEP Buffett Sells $COST Long-Lived Instos Fundamentals Aren’t Dead! Einhorn – Capital Intensive Businesses Terry Smith & Buffett On ROE Burry Buying Qurate $CRWD And The History Of Cybersecurity Firms Tobacco … Read More
Nick Train: “Run Your Winners Because They Can Go Up More Than Your Wildest Dreams”
In this recent interview with Edison TV, Nick Train, co-founder of Lindsell Train discussed his successful buy and hold strategy that was influenced by Buffett, Munger, and Lynch, and focuses on ‘running your winners’. Here’s an excerpt from the interview: I tried to do that 30 years ago, and demonstrated … 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
Combining Fundamentals With Technical Analysis
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Combining Fundamental And Technical Analysis. Here’s an excerpt from the episode: Tobias: So, here’s a philosophical question. What is your disagreement to creating a dumbbell portfolio value and growth with? I’m guessing fundamental analysis for … Read More
Why $BRK.B Remains A Great Investment
During his recent interview with Tobias, Alex @TSOH_Investing discussed Why $BRK.B Remains A Great Investment. Here’s an excerpt from the interview: Tobias: Let’s contrast that with Berkshire because you’ve got a Berkshire holding you say from about the same period. What was the thesis then? I think you can make a … Read More
Archery vs Darts
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Archery vs Darts. Here’s an excerpt from the episode: Jake: Okay, so Annie Duke’s new book that just came out. It’s called How to Decide. And in there, she’s talking about having an archer’s mindset. … Read More
Joel Greenblatt: The Only Good Market Call I’ve Ever Made
In his latest interview with Ted Seides on the Capital Allocators Podcast, Joel Greenblatt relays a story about the only good market call he ever made in his career. Here’s an excerpt from the interview: Q: Over that decade, did you have any positions that really went awry in terms … 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
Investing In $MSFT
During his recent interview with Tobias, Alex @TSOH_Investing discussed Investing In $MSFT. Here’s an excerpt from the interview: Tobias: You deserve some credit for being one of the unicorns who actually went and bought it in 2011 because I went along to all of those value investing congresses and it was … Read More
(Ep.93) The Acquirers Podcast: Alex TSOH – Science Of Hitting: Buffett-Style Value And Never Sell With The Man Behind The TSOH Account
In this episode of The Acquirers Podcast Tobias chats with Alex, he’s The Science of Hitting on Twitter. During the interview Alex provided some great insights into: Long Term & Concentrated Early Investor In $MSFT Why Berkshire Remains A Great Investment The Pros And Cons Of Investing In Bank Stocks … Read More