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
Michael Mauboussin’s Paper – BIN There, Done That
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Michael Mauboussin’s Paper – BIN There, Done That. Here’s an excerpt from the discussion: Jake Taylor: Yeah, let’s eat our veggies upfront. Now this paper, if you’re making any kind of decisions, discretionary in an … Read More
This Week’s Best Investing Articles, Research, Podcasts 4/3/2020
Here’s a list of this week’s best investing reads: What You Truly Value (Farnam Street) Life is Beautiful (The Reformed Broker) When Dollar Cost Averaging Matters the Most (A Wealth of Common Sense) The Dow Just Had Its Worst First Quarter in History. Here’s What History Says Could Happen Next (Barron’s) Bill Gates: … Read More
Highest Returning Stocks This Week – TAM Stock Screeners
As part of a new weekly series here at The Acquirer’s Multiple we’re going to be focusing on some of the best returning stocks from our stock screeners this week. This week we’ll take a look at: All Investable Stock Screener Enerplus Corp (NYSE: ERF) ⇑ (+12.9%) The best return … Read More
One Stock Superinvestors Are Buying (6)
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
VALUE: After Hours (S02 E13): Mauboussin’s BIN, Liberty Hedge Fund Hotel, and Value Portfolio Upgrade
In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Michael Mauboussin’s Paper – BIN There, Done That Blowups In Hedge Fund Hotels Value Portfolio Upgrade Why We Like The CAPE Ratio Is The Market Still Expensive? What Can We Learn From Buffett Not Making … Read More
Compare Companies Using The ‘Owner Earnings Yield’
During his recent interview with Tobias, the team from Tweedy Browne discussed Comparing Companies Using The ‘Owner Earnings Yield’. Here’s an excerpt from the interview: Jay Hill: Yeah. And I guess the next part of the process is how do we identify new ideas, right? And I would say probably 80 … Read More
Howard Marks: The Most Important Thing Is To Be Ready To Respond To And Take Advantage Of Declines
Howard Marks recently released a memo to his clients titled – Which Way Now, in which he discusses the bull and bear cases for the current environment, oil, and the government programs. He finishes his memo with the following quote: The most important thing is to be ready to respond … Read More
Nassim Taleb: Why Are We Bailing Out Companies That Spent Their Cash And Took On Debt
Here’s a great short interview with Nassim Taleb on Bloomberg in which he discusses the Coronavirus as being a ‘White Swan’ not a ‘Black Swan’ event, as well as his thoughts on bailing out companies that spent their cash and took on debt over those that had a cautious attitude. … Read More
David Einhorn: Top Buys, Top Sells (Q4 2019)
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 We Can All Become A Positive Force In Our Local Communities
In this week’s episode of the VALUE: After Hours Podcast Taylor, Brewster, and Carlisle discussed How We Can All Become A Positive Force In Our Local Communities. Here’s an excerpt from the episode: Jake Taylor: All right. I’ll try to keep this quick because I feel like we need to … Read More
Value Companies Using Comparative M&A Deals In Similar Industries
During his recent interview with Tobias, the team from Tweedy Browne discussed Valuing Companies Using Comparative M&A Deals In Similar Industries. Here’s an excerpt from the interview: Jay Hill: So one of the things that I think people find interesting about our process is that the analysts here probably spend anywhere … Read More
Jake Taylor: What Is The Intrinsic Value Of Berkshire Hathaway
Here’s a great interview with Value After Hours Podcast co-host Jake Taylor on The Investors Podcast discussing his intrinsic valuation of Berkshire Hathaway. Here’s an excerpt from the interview: Well I think there are different ways of doing it. I tend to be more on the simplistic side of my … Read More
Bill Ackman: Top 10 Holdings (Q4 2019)
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 4 Horsemen of Coronapocalypse
In this week’s episode of the VALUE: After Hours Podcast Taylor, Brewster, and Carlisle discussed The 4 Horsemen of Coronapocalypse. Here’s an excerpt from the episode: Tobias Carlisle: Fellows, let’s move on to another topic. I’ve got a comment up on the screen. I don’t think you guys can see … Read More
Value Investing Works Because It’s Painful And Very, Very Difficult
During their recent interview with Tobias, the team from Tweedy Browne discussed Value Investing Works Because It’s Painful And Very, Very Difficult. Here’s an excerpt from the interview: Tobias Carlisle: Let me ask you, given the very long history of Tweedy and the enormous combined experience in the room, when … Read More
(Ep.60) The Acquirers Podcast: Tweedy Browne – Long Term, Celebrating The 100-Year Anniversary Of One Of The Most Storied Names In Value
In this episode of The Acquirer’s Podcast Tobias chats with five members of the legendary value firm Tweedy Browne. These include Roger R. de Bree, Frank H. Hawrylak, Jay Hill, Thomas H. Shrager, and Robert Q. Wyckoff, Jr. These members of the investment committee have spent between 17 and 45 … Read More
Stock In Focus – TAM Stock Screener – Matrix Service Co (NASDAQ: MTRX)
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 Matrix Service Co (NASDAQ: MTRX). Matrix Service Co is an … Read More
TAM Stock Screener – Stocks Appearing In Greenblatt, Price, 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
Managing Capital In A Downturn
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