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
Variant Perception
During his recent interview with Tobias, Brian Bares, Founder of Bares Capital Management discussed his Variant Perception. Here’s an excerpt from the interview: Brian: The landscape was moving. It was moving from this 60-40 stocks, bonds kind of implementation, to what is now known as the endowment model. It was … Read More
Cantillon Trillions
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Cantillon Trillions. Here’s an excerpt from the episode: Jake: If you read the news at all, you see this concept of a trillion thrown around all over the place. I find it funny because I … Read More
Bill Ackman: Buffett’s The Best Investor Of All Time
During this interview at the Saïd Business School, University of Oxford Bill Ackman was asked who he thought was the best investor of all time and why. Here’s his response: I hate to be boring on this, I do think Buffett is the greatest investor and the reason why I … 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
Joel Greenblatt’s Top 10 Holdings (Q2 2020) – Plus Top Buys & Sells
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.80) The Acquirers Podcast: Brian Bares – Moat Master: Moats, Management And Long-Term Growth
In this episode of The Acquirers Podcast Tobias chats with Brian Bares. He’s the Founder of Bares Capital Management and author of The Small-Cap Advantage. During the interview Brian provided some great insights into: Your Variant Perception To The Market DCF Is The Least Reliable And Accurate Part Of Any … Read More
Stock In Focus – TAM Stock Screener – NetApp Inc. (NASDAQ: NTAP)
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 NetApp Inc. (NASDAQ: NTAP). NetApp is a leading provider of … Read More
The Disconnect Between The Stock Market And The Real Economy
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Disconnect Between The Stock Market And The Real Economy. Here’s an excerpt from the episode: Tobias: Well, the underlying economy is pretty dinged up. We’re talking about– I think it was down 9% in … Read More
This Week’s Best Investing Articles, Research, Podcasts 8/21/2020
Here’s a list of this week’s best investing reads: Gold, Bitcoin & Markets (Jamie Catherwood) Apple, Epic, and the App Store (Stratechery) 50 Of The Best Investing Podcasts On The Planet (2020) (Acquirer’s Multiple) Why Warren Buffett Is Buying Precious Metals (Again) (Felder Report) Post-Reorg Equities (Verdad) Modeling a Wealth Tax (Paul Graham) Rational Exuberance (Daily … Read More
Acquirer’s Multiple Stock $HPQ Appearing In Klarman, Dalio, Greenblatt 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 E32): $WFC And Banks, Cantillon Trillions, Structural Dynamics
In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: The Disconnect Between The Stock Market And The Real Ecomomy Cantillon Trillions US Airline Recovery May Not Happen Any Time Soon Undervalued $WFC Poised For Turnaround Structural Dynamics How To Size Into Positions Australian Entrepreneur’s … Read More
Buffett’s Genius In The ‘Dying’ Blue Chip Stamps
During his recent interview with Tobias, Chris Mittleman, Founder of Mittleman Brothers discussed Buffett’s Genius In The ‘Dying’ Blue Chip Stamps. Here’s an excerpt from the interview: Chris: During those years, he was buying pieces of companies in the open market, but he wasn’t buying Berkshire stock. They also were buying … Read More
John Malone: Acquiring Companies – We Use The Roman Empire Approach: Kill The Leadership
One of the investor’s we follow very closely is Liberty’s John Malone. Over the years Malone has been involved in numerous mergers and acquisitions. In this interview with The Cable Center he was asked the reasons why most acquisitions and mergers fail, and how he overcomes these major problems. Here’s … 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
Bottom Fishing Carl Icahn
During his recent interview with Tobias, Chris Mittleman, Founder of Mittleman Brothers discussed Bottom Fishing Carl Icahn. Here’s an excerpt from the interview: Chris: I remember when I first bought into American Real Estate Partners, which is now known as Icahn Enterprises, IEP. It was called American Real Estate Partners, the … Read More
The Time Berkshire’s Share Price Dropped 50%
During his recent interview with Tobias, Chris Mittleman, Founder of Mittleman Brothers discussed The Time Berkshire’s Share Price Dropped 50%. Here’s an excerpt from the interview: Tobias: Just one of the things that I noticed in your note, the most recent one. You talked about Buffett when he got control of … Read More
One Stock Superinvestors Are Buying
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
Michael Burry’s Top 10 Holdings (Q2 2020) – Plus Top Buys & Sells
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
50 Of The Best Investing Podcasts On The Planet (2020)
Starting this year Tobias and I will sit down to pick out fifty of the best investing podcasts on the planet. This list is by no means complete and is certainly not in any particular order. If you’re an investor take some time to have a listen to the great … Read More