In this special episode of The Acquirer’s Podcast Tobias chats with four SME business leaders about how their businesses are being impacted by the coronavirus, and how they’re weathering the storm. The four business leaders include: Jesse Koltes (LonoLife) – We are a grocery goods business, consumer packaged goods that … Read More
Li Lu Hosts Discussion On COVID-19 With Experts From The Front Line In China
On March 13th, 2020, Himalaya Capital’s founder, Li Lu, organized and hosted a panel of experts leading the fight against COVID-19. Critical insights were shared from the front line of China’s fight against COVID-19, such as ICU lessons, the protocols put in place and the treatment methodologies and practices used … Read More
(Ep.57) The Acquirers Podcast: Alex Rubalcava – Seed Stage, From Value Investor To Seed Stage Venture Capitalist In Los Angeles
In this episode of The Acquirer’s Podcast Tobias chats with Alex Rubalcava, Co-Founder And Managing Partner at Stage Venture Partners, which is a seed venture capital firm that invests in emerging software technology for B2B markets. During the interview Alex provided some great insights into: The Seed Investing Framework How To … Read More
Stock In Focus – TAM Stock Screener – Criteo SA (NASDAQ: CRTO)
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 Criteo SA (NASDAQ: CRTO). Headquartered in Paris, Criteo is … Read More
TAM Stock Screener – Stocks Appearing In Greenblatt, Dalio, Icahn 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
Are We Approaching A Golden Decade For Value Investing
In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about Are We Approaching A Golden Decade For Value Investing. Here’s an excerpt from the episode: Tobias Carlisle: So I’ve got a topic going to throw this out that probably going going to get a lot … Read More
This Week’s Best Investing Articles, Research, Podcasts 3/13/2020
Here’s a list of this week’s best investing reads: I’m here, to remind you (The Reformed Broker) The Relationship Between Recessions and Market Crashes (A Wealth of Common Sense) We’ll Get Through This (Collaborative Fund) Berkshire – No shareholders to physically attend the meeting, and all special events are canceled (Berkshire) Chesterton’s Fence: A … Read More
One Stock Superinvestors Are Buying (3)
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 Klarman, … Read More
The True Definition of A Net-Net
During his recent interview with Tobias, Jeff Gramm discussed The True Definition of A Net-Net. Here’s an excerpt from the interview: Jeff Gramm: I still love net nets, and we’ve owned, you know, we own Hilltop Holdings as a core position, that was a net net, Purliss. At any given … Read More
VALUE: After Hours (S02 E10): Ben Franklin’s Prudential Algebra, 2000s vs 2010s and Fins and OTAs
In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Will We Still Be Talking About The Coronavris In Twelve Months? Are We Approaching A Golden Decade For Value Investing Use Ben Franklin’s ‘Prudential Algebra Rule’ To Make Better Investment Decisions What Is Berkshire Really … Read More
David Abrams: 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
Terry Smith: A Cheap Price Should Be An Investors Second Consideration
Here’s a great presentation by Fundsmith’s Terry Smith in which he illustrates how investors can generate excellent returns by focusing on high quality businesses, which may be trading at high multiples. Smith had the following to say about investors that focus solely on cheap prices: I wish I’d kept a … Read More
So You Want To Be An Activist Investor
During his recent interview with Tobias, Jeff Gramm discussed life as an activist investor. Here’s an excerpt from the interview: Tobias Carlisle: Right. Your first position, was that … would you characterize that as an activist position, or when did the activist philosophy and strategy develop? How did that occur? … Read More
Josh Wolfe Is On A Line Between Sci-Fi And Sci-Fact
In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about why Josh Wolfe Is On A Line Between Sci-Fi And Sci-Fact. Here’s an excerpt from the episode: Tobias Carlisle: No, I like talking to people about… I like all that futurist stuff. I love science … Read More
Nassim Taleb: Why It’s Better To Panic Early
Here’s a great little video by Nassim Nicholas Taleb and Yaneer Bar-Yam discussing the overreaction to the Coronavirus and why its better to panic early. Here’s an excerpt from the discussion: You and I to conclude…You and I would rather be blamed for overreacting. That’s right. Okay, I want to … Read More
How To Successfully Invest In Small & Micro Caps
During his recent interview with Tobias, Jeff Gramm discussed How To Successfully Invest In Small & Micro Caps. Here’s an excerpt from the interview: Tobias Carlisle: Right. What about The Joint? That’s a name that lots of folks who trade in micro caps will know. Jeff Gramm: Yeah. You know, … Read More
Joel Greenblatt: 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
Coronavirus: Markets In Turmoil!
In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about Coronavirus: Markets In Turmoil! Here’s an excerpt from the episode: Bill Brewster: With respect to how long Coronavirus goes on, I think you… I think it might be Q4 man. I think we might be … Read More
David Samra: There Will Always Be A Place For Value Investing
In his recent interview on the Value Investing With Legends Podcast, David Samra, founding partner of the Artisan Partners International Value Team, was asked about his thoughts on the future of value investing and whether it will survive. Here’s his response: I don’t think the value of a business as the … Read More
(Ep.56) The Acquirers Podcast: Jeff Gramm – Small Activism, Columbia GBS To Distressed Hedge Funds, And Small/Micro Activism
In this episode of The Acquirer’s Podcast Tobias chats with Jeff Gramm, Founder of Bandera Partners and author of Dear Chairman. During the interview Jeff provided some great insights into: Dear Chairman & Ross Perot’s Campaign To Fix GM’s Broken Culture How To Successfully Invest In Small & Micro Caps So … Read More