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 E26): Bill’s Robinhood Follow-up, Bernstein’s Deep Risk, $INTC and $LMT
In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Bernstein’s Deep Risk: How History Informs Portfolio Design Great Opportunities Today For Deep Value Investors Munger’s FOMO Moment Made Him Millions How Would A Young Warren Buffett Invest Today? Bill’s Robinhood Follow Up Comparing This … Read More
How Share-Based Compensation Lowers Returns
During his recent interview with Tobias, Partha Mohanram, a Professor of Accounting and John H. Watson Chair in Value Investing at The University of Toronto discussed How Share-Based Compensation Lowers Returns. Here’s an excerpt from the interview: Tobias: One of your papers that I discovered it after you got in contact with me, … Read More
Jim Simons: Make A Decision Even If It’s Wrong! Don’t Dawdle.
Here’s a great interview with Jim Simons on the Into The Impossible Podcast in which he discusses life lessons and leadership lessons, including his thoughts on decision making which is particularly relevant to investing. Here’s an excerpt from the interview: Q: You once told me that you read a fiction … Read More
One Stock Superinvestors Are Buying Or Holding (19)
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
Treacherous Markets
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Treacherous Markets. Here’s an excerpt from the episode: Tobias: So, I just been really enjoying watching Davey Day Trader on the Twitter machine and everything else. Clearly, there are lots of folks following him and … Read More
The Efficacy Of Fundamental Analysis Has Declined
During his recent interview with Tobias, Partha Mohanram, a Professor of Accounting and John H. Watson Chair in Value Investing at The University of Toronto discussed how The Efficacy Of Fundamental Analysis Has Declined. Here’s an excerpt from the interview: Tobias: That was one of the things that I wanted to talk to … Read More
Are Robinhood Investors Buying The Dip? – Here’s The Verdict
With all of the talk about Robinhood investors and their stock picks lately we thought we’d take a look at the Robintrack Leaderboard to see how the top 10 picks have performed over the past twelve months to try to determine whether the collective strategy appears to be based more … Read More
Dark Matter, And Why It’s Important To Investors
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed dark matter, and why it’s important to investors. Here’s an excerpt from the episode: Jake: Bill, focus right now. 18% of the matter based on mass in the universe is visible to us and the … Read More
Picking Winners From Losers Using The G-Score
During his recent interview with Tobias, Partha Mohanram, a Professor of Accounting and John H. Watson Chair in Value Investing at The University of Toronto discussed Picking Winners From Losers Using The G-Score. Here’s an excerpt from the interview: Tobias: Well, your name was brought to my attention by the Practical Quant, … Read More
Dan Sheehan: Avoiding The Bad Investments Is More Important Than Picking Winners
One investor who is very underrated is Dan Sheehan who was a successful Canadian value investor and managing partner at Sheehan Associates LP & Credit River Partners for 20 years. In this interview with MOI, Sheehan discussed why the focus of investors should be on avoiding bad investments rather than … Read More
(Ep.73) The Acquirers Podcast: Partha Mohanram – Growth Score, How His G-Score Finds Winners And Losers In Glamour Stocks
In this episode of The Acquirer’s Podcast Tobias chats with Partha Mohanram, a Professor of Accounting and John H. Watson Chair in Value Investing at The University of Toronto. During the interview Partha provided some great insights into: Picking Winners From Losers Using The G-Score The TJ Maxx School Of … Read More
Stock In Focus – TAM Stock Screener – Cactus Inc (NYSE: WHD)
As part of a new series here at The Acquirer’s Multiple, we’re providing a new feature called ‘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 Cactus Inc (NYSE: WHD). Cactus Inc is primarily engaged in … Read More
Why Investors Should Be Very Wary Of Financial Market Commentary
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed why Investors Should Be Very Wary Of Financial Market Commentary. Here’s an excerpt from the episode: Bill: Last week, I had talked about TransDigm and easy questions at the bottom, or at lower prices I … Read More
This Week’s Best Investing Articles, Research, Podcasts 6/26/2020
Here’s a list of this week’s best investing reads: Why You Feel At Home In A Crisis (Farnam Street) Never The Same (Collaborative Fund) The Air Conditioning Effect (A Wealth of Common Sense) A Viral Market Update X: A Corporate Life Cycle Perspective (Aswath Damodaran) Pzena Investment Management: Global Banks – Resilience in the … Read More
TAM Stock Screener – Stocks Appearing In Buffett, Greenblatt, Simons 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, … Read More
Bill Ackman: Engrave Your Investment Principles In Stone And Stick To Them
In this recent interview with David Rubenstein on Bloomberg Bill Ackman discussed the mistakes he made circa 2015/2016 which saw a significant drop off in his performance and how he turned it around. Here’s an excerpt from the interview: Q. So let’s talk about for a moment some of the … Read More
VALUE: After Hours (S02 E25): Dark Matter, Treacherous Markets, Bill’s Robinhood Statement
In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Investors Should Be Very Wary Of Financial Market Commentary Dark Matter Treacherous Markets Most Investors Know Very Little About What’s Actually Happening Inside A Company TransDigm’s 4000% Gross Margins The First Thing To Check In … Read More
Finding A ‘Cusper’ To Run Your Acquisition
During his recent interview with Tobias, Michael Girdley, Executive Chairman at Dura Software discussed Finding A ‘Cusper’ To Run Your Acquisition. Here’s an excerpt from the interview: Michael: Yeah. Our model is actually– we look for a very specific type of person, so we look for a man or woman that we call … Read More
Jonathon Tepper: Big Tech Behemoths Crush Innovation And Annihilate Competition
We’ve just finished reading The Myth Of Capitalism – Monopolies And The Death of Competition by Jonathon Tepper of Variant Perception and Denise Hearn. The book tells the story of how America has gone from an open, competitive marketplace to an economy where a few very powerful companies dominate key … Read More