Here’s a great interview with Alex Roepers, Founder of Atlantic Investment Management. During the International Value Investing Conference in Luxembourg Alex discusses: At 03:48 he explains, why he thinks Europe is currently a candy story At 05:44 we talk about Alex Roepers’s view on Japan At 07:30 we talk about … Read More
(Ep.43) The Acquirers Podcast: Sean Brown – Why Charts? Value, Fintech, And Charts
Summary In this episode of The Acquirer’s Podcast Tobias chats with Sean Brown, the President and CEO of YCharts. YCharts is a cloud based investment research tool. During the interview Sean provided some great insights into: YCharts – The Swiss Army Knife Of Investment Research How A Corporate Crisis … Read More
TAM Stock Screener – Stocks Appearing In Greenblatt, Dalio, Rogers 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
This Week’s Best Investing Articles, Research, Podcasts 12/20/2019
Here’s a list of this week’s best investing reads: Does This Make Any Sense? (A Wealth of Common Sense) The Disappearing Edge (The Irrelevant Investor) How the Icahn-Ackman ‘Battle of the Billionaires’ on CNBC became a defining moment of the decade (CNBC) Why Apple is the most emblematic stock of 2019 (The Reformed … Read More
Howard Marks: Q3 2019 Top 10 Holdings
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
Mohnish Pabrai: 4 Great Questions Answered On The Current State Of Value Investing
Mohnish Pabrai recently did an interview with Morningstar in which he answered four great questions on the current state of value investing, and its prospects in the future. Here are the four questions: Q1. Is there an economic reason why small-company and value stocks have performed well historically? Q2. Has … Read More
How To Turn $100,000 Into $20 Million
During his recent interview with Tobias, Mark Yusko of Morgan Creek Capital Management discusses how he turned $100,000 into $20 Million in one trade. Here’s an excerpt from the interview: Tobias Carlisle: Let me take you back a little bit. So you start at UNC Chapel Hill 1998, you have … Read More
Warren Buffett: Q3 2019 – Top New Buys, Top Sold Out Positions
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
Michael Mauboussin: 10 Rediscovered Lectures From Benjamin Graham
Michael Mauboussin recently tweeted an awesome collection of Ben Graham’s rediscovered lecture series – Current Problems in Security Analysis (September 1946-February 1947). It’s a must read for all investors. Here’s a link to the tweet below, or you can find them at The Heilbrunn Centre for Graham and Dodd investing … Read More
Julian Robertson: One Of The Most Important Lessons – Double Up, Not Down!
During his recent interview with Tobias, Mark Yusko of Morgan Creek Capital Management discusses one of the most important lessons he learned from Julian Robertson – double up, not down! Here’s an excerpt from the interview: Mark Yusko: I’ve been very lucky. It’s interesting, I’ve been incredibly blessed in my … Read More
Bill Nygren: Here’s Why Alphabet And Netflix Can Be Classified As Value Stocks
In a recent interview with Barron’s famed value investor Bill Nygren explained why Alphabet and Netflix fall into the value stock category. Here’s an excerpt from the interview: You own Alphabet and Netflix. Those are not typical value stocks. One of the ways we differ from some value investors is … Read More
What Can Investors Learn From Ray Dalio’s Mentorship With Sean ‘Diddy’ Combs
Last week Ray Dalio tweeted that he was mentoring Sean ‘Diddy’ Combs, and included a twenty-five minute video of the session. While the entire video is great, there’s one section that is particularly relevant to helping us become better investors. Here’s an excerpt from the video: Diddy: I wanted to … Read More
How Does The Endowment Model (Of Investing) Work?
https://www.youtube.com/watch?v=BbIoaAKJCE4?start=706 During his recent interview with Tobias, Mark Yusko of Morgan Creek Capital Management discusses how the endowment model (of investing) works. Here’s an excerpt from the interview: Tobias Carlisle: Just before you go on, what is the endowment model, that’s the … what is the insight, the key insight, … Read More
(Ep.42) The Acquirers Podcast: Mark Yusko – Endowment Value, Endowment Model, Value Investing, Crypto And Bitcoin
Summary In this episode of The Acquirer’s Podcast Tobias chats with Mark Yusko. He’s the Founder, CEO, and Chief Investment Officer of Morgan Creek Capital Management, an asset manager with $2 billion under management. During the interview Mark provided some great insights into: Before Fama And French There Was Bill … Read More
Carl Icahn: Q3 2019 Top 10 Holdings
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
George Soros: Q3 2019 – 5 Top New Buys, 5 Top Sold Out Positions
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
This Week’s Best Investing Articles, Research, Podcasts 12/13/2019
Here’s a list of this week’s best investing reads: Tradeoffs: The Currency of Decision Making (Farnam Street) Bull Markets Last Much Longer Than You Think (A Wealth of Common Sense) It’s Time To Get Greedy In The Energy Sector (The Felder Report) Michael Mauboussin found the ideal team size for a money … Read More
Carl Icahn: The Life Of An Activist Investor
If you’ve ever wonder what it’s like to be an activist investor, you may want to take a look at Carl Icahn’s latest open letter to the shareholders of HP and his strong criticism of the HP board for not pursuing its possible acquisition by Xerox. Icahn currently owns around … Read More
TAM Stock Screener – Stocks Appearing In Greenblatt, Pabrai, Yacktman 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
Seth Klarman: It’s Madness To Set Return Targets
In 2008 Seth Klarman did a great interview with the Harvard Business School to discuss his value investing philosophy, why he believes it continues to work and, why it’s madness to set return targets. Here’s an excerpt from the interview: Q. Did you ever waver in your investment style? A. … Read More