In his recent interview with Tobias, Tyrone Ross Jr, who was recognized by Investment News 40 under 40 (2019) and WealthManagement.com as a top ten advisor set to change the industry in 2019, provides his thoughts on just who is Satoshi Nakamoto. Here’s an excerpt from the interview: Tobias Carlisle: I was … Read More
Charlie Munger: Don’t Invest Like A Lemming
Here’s an excerpt from the 2008 Berkshire Hathaway Meeting in which Munger and Buffett discuss how not to invest like a lemming, saying: WARREN BUFFETT: So with that, we’ll go right over to post number 1 and start in with the first question. AUDIENCE MEMBER: Very good morning to Mr. … Read More
Latest Research: Will Value Investing Ever Rebound?
Here’s a great new research paper titled – Explaining the Demise of Value Investing. The paper discusses the two major reasons for the demise of value investing and speculates on the likelihood of a resurgence. Here’s an abstract: The business press claims that the long-standing and highly popular value investing strategy—investing in … Read More
The Pluses And Minuses Of Facebook’s Libra
In his recent interview with Tobias, Tyrone Ross Jr, who was recognized by Investment News 40 under 40 (2019) and WealthManagement.com as a top ten advisor set to change the industry in 2019, discusses the positives and negatives of Facebook’s Libra. Here’s an excerpt from the interview: Tobias Carlisle: I think you … Read More
Joel Greenblatt: It Will Always Be Possible To Beat The Market, Here’s Why
Here’s an excerpt from a great interview between Joel Greenblatt and Howard Marks in which Greenblatt illustrates why it will always be possible to beat the market, saying: This is what I tell my students and most of my students are around 27ish or something like that. I tell them … Read More
Crypto Is The Digital Version Of The Centuries Old Sou-Sou
In his recent interview with Tobias, Tyrone Ross Jr, who was recognized by Investment News 40 under 40 (2019) and WealthManagement.com as a top ten advisor set to change the industry in 2019, illustrates how cryptocurrency is really just a digital version of the centuries old sou-sou. Here’s an excerpt from the … Read More
(Ep.27) The Acquirers Podcast: Tyrone Ross Jr – Crypto Athlete, Financial Consulting, Bitcoin, And Start-Ups
Summary In this episode of The Acquirer’s Podcast Tobias chats with Tyrone Ross Jr. Tyrone is a financial consultant, early-stage start-up advisor, entrepreneur, and athlete. He was a 2004 Olympic Trials qualifier in track and field, and was recognized by Investment News 40 under 40 (2019), and WealthManagement.com as a top ten advisor … Read More
TAM Stock Screener – Stocks Appearing In Pabrai, Greenblatt, Griffin 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 9/6/2019
Here’s a list of this week’s best investing reads: The Eternal Pursuit of Unhappiness (Farnam Street) Debunking the Silly ‘Passive is a Bubble’ Myth (A Wealth of Common Sense) Financial Crises, Early Investment Trusts, FinTech (Jamie Catherwood) Chart o’ the Day: Where the bears are in trouble (The Reformed Broker) What The … Read More
Bloomberg: The Big Short’s Michael Burry Explains Why Index Funds Are Like Subprime CDOs
Here’s an excerpt from an article at Bloomberg in which Michael Burry explains why index funds are like subprime CDOs: For an investor whose story was featured in a best-selling book and an Oscar-winning movie, Michael Burry has kept a surprisingly low profile in recent years. But it turns out … Read More
Bill Ackman – Top 10 Holdings Q2 2019
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Investors Can Generate Additional Alpha Using A ‘Call Overwriting Program’
During his recent interview with Tobias, Benn Eifert, CIO at QVR Advisors, discusses options trading strategies and how investors can generate additional alpha using call over-writing programs. Here’s an excerpt from the interview: Tobias Carlisle: I don’t mind it behaviorally though, if you’re forced to buy down 30%, it’s probably … Read More
Charles Munger – Top 10 Holdings Q12019
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
Nassim Taleb: Just How Do People, Ignorant Of What They’re Trading, Succeed?
Here’s an excerpt from Nassim Taleb’s Book – Antifragile, in which he discusses how people, who are ignorant of what they’re trading, can be successsful, saying: My intellectual world was shattered as if everything I had studied was not just useless but a well-organized scam—as follows. When I first became … Read More
Bloomberg: Why Value Investing Has Been Doing Badly
Here’s a great podcast from Bloomberg with hosts Joe Weisenthal and Tracy Alloway discussing – why has value investing been doing so badly. One of the oldest, most basic strategies in investing is value investing, which, for lack of a better way to put it, means “buy stocks that are … Read More
Options Trading Strategies – Why Should Investors Avoid Options In Single Names
During his recent interview with Tobias, Benn Eifert, CIO at QVR Advisors, discusses options trading strategies and why investors should avoid options in single names. Here’s an excerpt from the interview: Tobias Carlisle: You find that there’s sufficient liquidity in the options, enlisted options, even in single names, to put … Read More
Michael Mauboussin: The Expert Squeeze And Man Versus Machine
Here’s a great excerpt from Michael Mauboussin’s book – Think Twice: Harnessing the Power of Counterintuition, in which Mauboussin is discussing what he calls the expert squeeze, and when is the best time to utilize man versus machine, saying: As networks harness the wisdom of crowds and computing power grows, … Read More
How To Hedge Your Portfolio More Cost Effectively
During his recent interview with Tobias, Benn Eifert, CIO at QVR Advisors, discusses options trading strategies, and how investors can hedge their portfolios more cost effectively. Here’s an excerpt from the interview: Tobias Carlisle: I think since the 2007, ’09 crash, a lot of folks have been very nervous about … Read More
(Ep.26) The Acquirers Podcast: Benn Eifert – Volatility Research, Institutional Options And Volatility
Summary In this episode of The Acquirer’s Podcast Tobias chats with Benn Eifert. He is a Stanford undergrad, Cal PhD, and CIO at QVR Advisors. QVR is a boutique SEC-registered investment advisor managing quantitatively-driven, options-and volatility-focused strategies across absolute return, risk premium and hedging needs. During the interview Benn provided … Read More
TAM Stock Screener – Stocks Appearing in Dalio, Marks, Cohen Portfolios
Part of the weekly research here at The Acquirer’s Multiple features some of the top picks from our Deep Value 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, … Read More