Here’s a list of this week’s best investing reads: Gold, Bitcoin & Markets (Jamie Catherwood) Apple, Epic, and the App Store (Stratechery) 50 Of The Best Investing Podcasts On The Planet (2020) (Acquirer’s Multiple) Why Warren Buffett Is Buying Precious Metals (Again) (Felder Report) Post-Reorg Equities (Verdad) Modeling a Wealth Tax (Paul Graham) Rational Exuberance (Daily … Read More
Acquirer’s Multiple Stock $HPQ Appearing In Klarman, Dalio, 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 (S02 E32): $WFC And Banks, Cantillon Trillions, Structural Dynamics
In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: The Disconnect Between The Stock Market And The Real Ecomomy Cantillon Trillions US Airline Recovery May Not Happen Any Time Soon Undervalued $WFC Poised For Turnaround Structural Dynamics How To Size Into Positions Australian Entrepreneur’s … Read More
Buffett’s Genius In The ‘Dying’ Blue Chip Stamps
During his recent interview with Tobias, Chris Mittleman, Founder of Mittleman Brothers discussed Buffett’s Genius In The ‘Dying’ Blue Chip Stamps. Here’s an excerpt from the interview: Chris: During those years, he was buying pieces of companies in the open market, but he wasn’t buying Berkshire stock. They also were buying … Read More
John Malone: Acquiring Companies – We Use The Roman Empire Approach: Kill The Leadership
One of the investor’s we follow very closely is Liberty’s John Malone. Over the years Malone has been involved in numerous mergers and acquisitions. In this interview with The Cable Center he was asked the reasons why most acquisitions and mergers fail, and how he overcomes these major problems. Here’s … 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
Bottom Fishing Carl Icahn
During his recent interview with Tobias, Chris Mittleman, Founder of Mittleman Brothers discussed Bottom Fishing Carl Icahn. Here’s an excerpt from the interview: Chris: I remember when I first bought into American Real Estate Partners, which is now known as Icahn Enterprises, IEP. It was called American Real Estate Partners, the … Read More
The Time Berkshire’s Share Price Dropped 50%
During his recent interview with Tobias, Chris Mittleman, Founder of Mittleman Brothers discussed The Time Berkshire’s Share Price Dropped 50%. Here’s an excerpt from the interview: Tobias: Just one of the things that I noticed in your note, the most recent one. You talked about Buffett when he got control of … Read More
One Stock Superinvestors Are Buying
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
Michael Burry’s Top 10 Holdings (Q2 2020) – Plus Top Buys & Sells
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
50 Of The Best Investing Podcasts On The Planet (2020)
Starting this year Tobias and I will sit down to pick out fifty of the best investing podcasts on the planet. This list is by no means complete and is certainly not in any particular order. If you’re an investor take some time to have a listen to the great … Read More
(Ep.79) The Acquirers Podcast: Chris Mittleman – Severe Value, Mittleman Brothers, Aimia, And Two Decades Of Value
In this episode of The Acquirers Podcast Tobias chats 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 Almost 50% Bottom Fishing Carl Icahn Buffett’s Genius … Read More
Stock In Focus – TAM Stock Screener – United Therapeutics Corporation (NASDAQ: UTHR)
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 United Therapeutics Corporation (NASDAQ: UTHR). United Therapeutics specializes in drug development … Read More
This Week’s Best Investing Articles, Research, Podcasts 8/14/2020
Here’s a list of this week’s best investing reads: Speculation & Innovation (Jamie Catherwood) Expiring vs. Permanent Skills (Collaborative Fund) Berkshire Makes a Bet on Gold Market That Buffett Once Mocked (Bloomberg) Duration as Leverage (Verdad) The Most Counterintuitive Recession Ever (A Wealth of Common Sense) This Is What ‘Fiscal Dominance’ Looks Like (Felder Report) … Read More
Jim O’Shaughnessy: Build Portfolios That Deliver Alpha Without A Wild Ride
In his recent interview on the Real Returns podcast Jim O’Shaughnessy explained why investors need to build portfolios that deliver alpha without a wild ride saying: What we really have to find are strategies that do better than the market over long periods of time but that investors can actually … 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
Warren Buffett’s $800 Million Bet On $BAC
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Warren Buffett’s $800 Million Bet On $BAC. Here’s an excerpt from the episode: Tobias: This is slightly off-topic, but every time I say that, Buffett’s got– Bill’s article came out with Buffett’s got the best– … Read More
Acquirer’s Multiple Stock $INTC Appearing In Greenblatt, Fisher, Asness 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
Paul Singer: How To Invest During Turbulent Times
Here’s an excerpt from Elliott Management’s 2013 Shareholder Letter in which Paul Singer provided some great advice on investing during turbulent times saying: We should all be humble enough to realize that once every 20 or 30 or 40 years, values go to real extremes. Any investment program must take … Read More
195 Years of Value
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed 195 Years of Value. Here’s an excerpt from the episode: Tobias: For me, it’s helpful to go back and look at those. I like running through backtests and I go through them in pretty granular … Read More