Here’s a great interview with Chris Cole, founder of Artemis Capital, on the MacroVoices Podcast in which he discusses a number of topics including his counterintuitive concept called – The Law Of Cosmic Duality In Investing. Here’s an excerpt from the interview: Erik: Chris, one of the concepts that you … Read More
VALUE: After Hours (S02 E16): Warren Buffett’s Selling, Sand Pile Criticality, and FWONK / FWONA
In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Self Organized Criticality And How It Applies To Markets Making Sense Of FWONK’s/FWONA’s Latest Transactions Why Is Warren Buffett Selling Stocks Down Under 10% Will We See A New Bottom Later This Year? Japan’s Warren … Read More
The Best Companies To Buy Are ‘New Zealand’ Type Businesses
During his recent interview with Tobias, Andrew Wilkinson, co-founder of Tiny, discusses why the best companies to buy are ‘New Zealand’ type businesses. Here’s an excerpt from the interview: Tobias Carlisle: How do you think about valuation? How does that play out? The private multiples used to be much, much lower. … Read More
Howard Marks: Lower Lows Ahead In The Stockmarket
In a recent interview with CNBC Howard Marks provided his thoughts on the short term future for the stock market saying: “We’re only down 15% from the all-time high of Feb. 19,” Marks, co-founder of Oaktree Capital Management, said Monday on CNBC’s “Halftime Report.” But “it seems to me the … Read More
One Stock Superinvestors Are Buying Or Holding (9)
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
What Impact Will Q1 And Q2 Earnings Results Have On Long Term Investments?
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed What Impact Will Q1 And Q2 Earnings Results Have On Long Term Investments? Here’s an excerpt from the episode: Bill Brewster: So the reason that I started this show with Royal Caribbean and American and … Read More
There’ll Be A Lot Of Opportunities To Restructure Venture Business In The Next 6-12 Months
During his recent interview with Tobias, Andrew Wilkinson, co-founder of Tiny, discusses why there’ll be a lot of opportunities to restructure venture business in the next six to twelve months. Here’s an excerpt from the interview: Tobias Carlisle: Is that in response to the volatility in the market, or was … Read More
Paul Singer: A 50% Or Deeper Decline From The February Top Might Be The Ultimate Path Of Global Stock Markets
Paul Singer recently released a memo titled – Perspectives, in which he discusses a number of topics including his thoughts on just how far the market still has to drop saying: As this is written, there is no way of telling whether the minus 36% stock market waterfall decline is … Read More
Charles Munger: Top 10 Holdings (Q1 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
Small Steps to Accuracy: Incremental Updaters are Better Forecasters
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed the research paper – Small Steps to Accuracy: Incremental Updaters are Better Forecasters. Here’s an excerpt from the episode: Jake Taylor: So this research paper came out this week. The author is, and I’m … Read More
The Origins Of Dribbble.com
During his recent interview with Tobias, Andrew Wilkinson, co-founder of Tiny, discusses the origin of Dribbble. Here’s an excerpt from the interview: Tobias Carlisle: Dribbble is a really interesting business. I’ve poked around on the site before. Can you just go into what is that business exactly? Is it advertising … Read More
Michael Mauboussin: Dispersion Creates the Opportunity to Express Skill
Michael Mauboussin recently wrote a great paper titled – Dispersion and Alpha Conversion, How Dispersion Creates the Opportunity to Express Skill, in which he discusses the role that dispersion plays in creating the opportunity for investors to express skill. Here’s an excerpt from the paper: Napoleon Bonaparte purportedly said, “Ability … Read More
(Ep.63) The Acquirers Podcast: Andrew Wilkinson – Berkshire.com, How Tiny Is Building The Berkshire Of The Internet
In this episode of The Acquirer’s Podcast Tobias chats with Andrew Wilkinson, co-founder of Tiny, which is a holding company for wonderful internet businesses. During the interview Andrew provided some great insights into: Tiny – The Holding Company For Wonderful Internet Businesses Howard Stern Is Getting Ripped Off The Non-Binary … Read More
Stock In Focus – TAM Stock Screener – Charles & Colvard, Ltd. (NASDAQ: CTHR)
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 Charles & Colvard, Ltd. (NASDAQ: CTHR). Charles & Colvard Ltd manufactures, … Read More
TAM Stock Screener – Stocks Appearing In Greenblatt, Dalio, Cohen 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
Focusing On The Market Can Be A Mistake If It Impacts The Way You Run The Portfolio
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed How Focusing On The Market Can Be A Mistake If It Impacts The Way You Run The Portfolio. Here’s an excerpt from the episode: Tobias Carlisle: That’s a good point for a segue. I think … Read More
This Week’s Best Investing Articles, Research, Podcasts 4/17/2020
Here’s a list of this week’s best investing reads: Charlie Munger: ‘The Phone Is Not Ringing Off the Hook’ (WSJ) The Stock Market is Not Your Benchmark (A Wealth of Common Sense) Standing on the Shoulders of Giants: The Key to Innovation (Farnam Street) What Next? (Two Questions) (Collaborative Fund) This is Why We’re … Read More
Cliff Asness: The 3 Reasons That Value Has Worked For The Last Hundred Years
Here’s a great interview with Cliff Asness from AQR on the Rational Reminder Podcast discussing a number of topics including – why value investing has working for the last hundred years, saying: There are three possible reasons value has worked for the last hundred years. One is it represents a … Read More
One Stock Superinvestors Are Buying Or Holding (8)
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
Set Up A Momentum Hedge To Offset False Positives
During his recent conversation with Tobias, Clayton Gardner, co-founder of Titan, discussed Setting Up A Momentum Hedge To Offset False Positives. Here’s an excerpt from the interview: Tobias Carlisle: What’s your expectation for the way that the portfolio will perform through a full business cycle? Do you have any view on … Read More