Managing Capital In A Downturn

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In this week’s episode of the VALUE: After Hours Podcast Taylor, Brewster, and Carlisle discussed Managing Capital In A Downturn. Here’s an excerpt from the episode: Bill Brewster: Yeah. Sure. I guess so. So I sort of wrote to… I’m running the family money or whatever, so I wrote them … Read More

One Stock Superinvestors Are Buying (5)

Johnny HopkinsStock Screener4 Comments

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

Prem Watsa: Top Buys, Top Sells (Q4 2019)

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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

What The High Yield Index Tells Us

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In this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed What The High Yield Index Tells Us. Here’s an excerpt from the episode: Tobias Carlisle: So Dan Rasmussen had a nice tweet where he said, if you watch the high yield spreads, they are often … Read More

The Narrative Machine & Big Compute

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During his recent interview with Tobias, Dr Ben Hunt from Epsilon Theory discussed The Narrative Machine & Big Compute. Here’s an excerpt from the interview: Tobias Carlisle: That’s fascinating. One of the interesting visualizations that you put on Epsilon Theory and you discuss it regularly, the narrative machine or the narrative … Read More

David Einhorn: Top 10 Holdings (Q4 2019)

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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

The Importance Of Focusing On Antifragile Businesses

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In this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Importance Of Focusing On Antifragile Businesses. Here’s an excerpt from the episode: Tobias Carlisle: So maybe that’s a good point to segue to your topic Bill. You’ve given some thoughts to managing value through … Read More

Game Theory For Laymen

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During his recent interview with Tobias, Dr Ben Hunt from Epsilon Theory discussed Game Theory for Laymen. Here’s an excerpt from the interview: Tobias Carlisle: Can you give us, is there a layman’s version of your game theory that you can, is there some way that you can articulate it for … Read More

(Ep.59) The Acquirers Podcast: Dr Ben Hunt – Epsilon T, Game Theory, Big Compute, Narratives And Coronavirus

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In this episode of The Acquirer’s Podcast Tobias chats with Dr Ben Hunt from Epsilon Theory, which is Second Foundation’s principal publishing brand, a newsletter and website that examines markets through the lenses of game theory and history. During the interview Ben provided some great insights into: A Layman’s Version Of … Read More