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
(Ep.87) The Acquirers Podcast: David Horn – Applied Value: Columbia Adjunct Professor On Applied Value Investing
In this episode of The Acquirers Podcast Tobias chats with David Horn, Adjunct Professor of Applied Value Investing at Columbia Business School. During the interview David provided some great insights into: There’s More Than One Way to Be a Value Investor Endogenous Versus Exogenous Rates Of Return Greenwald – “We … Read More
Chamath Palihapitiya: What Makes Buffett, Malone And Simons Great
Here’s a great interview with Chamath Palihapitiya on CNBC with Scott Wapner discussing SPAC’s, the election, and what makes some of the great investors successful. Here’s an excerpt from the interview: SCOTT WAPNER: What about, though, the non-Chamaths, the non-Bill Ackmans, the non-Gary Cohens, the non of ten people that … Read More
Horizon Kinetics: The S&P500 No Longer Provides Investors With Broad Exposure To The Market
This latest piece titled – The AMAGF IT/Social Media Stocks – Some Factual Observations, by Horizon Kinetics illustrates why the S&P500 no longer provides investors with broad exposure to the market saying: Some factual observations about the S&P 500 and technology stocks. Investors assume that an index like the S&P … Read More
Stock In Focus – TAM Stock Screener – Star Group LP (NYSE: SGU)
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 Star Group LP (NYSE: SGU). Star Group LP is a … Read More
Business Code Breaking
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Business Code Breaking. Here’s an excerpt from the episode: Jake: All right. Let’s go back to 1940 London, and you’re walking down the street and the siren goes off, and people nonchalantly start walking towards … Read More
This Week’s Best Investing Articles, Research, Podcasts 10/9/2020
Here’s a list of this week’s best investing reads: FANMAG Envy (Verdad) Accountable to Darwin vs. Accountable to Newton (Collaborative Fund) Anti-monopoly vs. Antitrust (Stratechery) New WAYT! (Irrelevant Investor) How Comfortable Are You Holding Stocks For 30 Years? (A Wealth of Common Sense) Investors Are Doing Fine as Their Own Money Managers (MSN) First Eagle … Read More
Bill Nygren: Dealing With Stocks You Hold That Are Running At A Loss
In a recent interview with GuruFocus, Oakmark’s Bill Nygren and Win Murray answered a number of questions on their value investing strategy, portfolio holdings, value traps, and how to deal with positions you’re holding that are running at a loss, but you believe remain undervalued. Here is Nygren’s response: Question: … Read More
Acquirer’s Multiple Stock $MO Appearing In Dalio, Tepper, 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, Ray Dalio, … Read More
VALUE: After Hours (S02 E39): Business Code Breaking, The Big Con and Edward Chancellor, Market Wizards
In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Business Code Breaking The Big Con Allergic To Hype Value Hacking Rogan’s Spotify Fiasco And Guerrilla Marketing Apple Gimmicks Edward Chancellor – Inflation And Value Investing Trading Like Rembrandt’s The Fine Line Between Hustle And … Read More
Antifragility
During their recent interview with Tobias, Jason Buck and Taylor Pearson of The Mutiny Fund discussed Antifragility. Here’s an excerpt from the interview: Tobias: I read Taleb’s more readable book, not Black Swan. The one– Taylor: Fooled by Randomness. Tobias: Fooled by Randomness. Thank you, yeah. Taylor: I agree that … Read More
Jim Chanos & Carson Block: Short Sellers Are Born Not Made
Here’s a great interview with two legendary short-sellers, Jim Chanos and Carson Block on Real Vision which provides some great insights into the art and history of short selling and whether it’s time to consider short selling in the commercial real estate market. Chanos believes that due to the behavioral … 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
Value Bucket Looks High Quality
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed the Value Bucket Looks High Quality. Here’s an excerpt from the episode: Tobias: Yeah, I think that we’re at a funny point in the market. I think that the value bucket has never looked higher … Read More
Tail Hedging And Crisis Alpha
During their recent interview with Tobias, Jason Buck and Taylor Pearson of The Mutiny Fund discussed Tail Hedging And Crisis Alpha. Here’s an excerpt from the interview: Jason: Yeah, the idea being that spoonful of sugar. For decades, Taleb and Spitz Nagel, and all these guys have been saying, “You … Read More
Leon Cooperman: Investors Should Focus On The ‘Mr Cooper Market’
In this latest interview with the Lunches With Legends Series value investing legend Leon Cooperman says there are currently three markets for investors which include: The Fang Market The Robinhood Market The Mr Cooper Market Cooperman recommends investors focus on the ‘Mr Cooper Market’ saying: Everything else it’s the Mr … Read More
This One Stock Is Popular With Investing Gurus
As part of the weekly research here at The Acquirer’s Multiple we’re always interested in investing gurus 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, … Read More
French Cashflows
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed French Cashflows. Here’s an excerpt from the episode: Tobias: I have some presentations coming up. And I had to just go back and look at the data again for price to cash flow. This is … Read More
“Black Swan” Volatility
During their recent interview with Tobias, Jason Buck and Taylor Pearson of The Mutiny Fund discussed “Black Swan” Volatility. Here’s an excerpt from the interview: Tobias: So, the Mutiny Fund is, from what I can see, it’s a tail risk fund, is that a fair description of it? Jason: We’d … Read More
Ted Weschler: Investing Is A Game Of Connecting The Dots
Ted Weschler was a successful investor in his own right as managing partner at Peninsula Capital Advisors before he ended up at Berkshire. While interviews with Weschler are rare, here’s an excerpt from one he did a couple of years ago with Business Insider in which he provides some great … Read More