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
Cliff Asness (vale) – Never Has a Venial Sin Been Punished So Quickly and Violently!
In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about Cliff Asness (vale) – Never Has a Venial Sin Been Punished So Quickly and Violently! Here’s an excerpt from the episode: Tobias Carlisle: We’re in the second day of a big sell off, just so everybody … Read More
This Week’s Best Investing Articles, Research, Podcasts 3/6/2020
Here’s a list of this week’s best investing reads: Corona Panic (Collaborative Fund) Using Models to Stay Calm in Charged Situations (Farnam Street) Don’t Lose It (Humble Dollar) What Happens to Stocks After a Big Down Month? (A Wealth of Common Sense) Should I Sell My Stocks? (The Irrelevant Investor) What You Should Buy in … Read More
VALUE: After Hours (S02 E09): Markets in Turmoil!, Thinking About The Future, And Venial Value Sins
In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Cliff Asness – Never Has a Venial Sin Been Punished This Quickly and Violently! When Will We See The True Impact Of The Coronavirus On Markets Learning From The Future After Visiting Google Josh Wolfe … Read More
One Stock Superinvestors Are Buying (2)
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
Peter Kaufman: One Reason Investors May Never Replicate Buffett And Munger
Here’s a great presentation by Peter Kaufman at the Cal Poly Pomona Economics Clubs, in which he discusses his multidisciplinary approach to thinking. Part of his presentation focuses on one of the main reasons investors may never be able to replicate the success of Warren Buffett and Charlie Munger. Here’s … Read More
Bruce Greenwald On One Of The Greatest Value Investors Ever – Glenn Greenberg
One of the best books ever written on value investing is Bruce Greenwald’s Value Investing: From Graham to Buffett and Beyond. So starting this week we’re going focus on one chapter from the book. This week we’ll take a look at the chapter on value investing legend Glenn Greenberg. Here are … Read More
Joel Greenblatt: 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
Howard Marks: Latest Memo – Nobody Knows II, Coronavirus And It’s Impact On Markets
Howard Marks recently released his latest Memo titled – Nobody Knows II, in which he discusses his view on the coronavirus and its impact on markets saying: Over the last few weeks, I’ve been asked repeatedly for my view of the coronavirus and its implications for the markets. I’ve had … Read More
Why It’s So Difficult For Companies To Maintain Their Economic Moat
In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss why it’s so difficult for companies to maintain their economic moat. Here’s an excerpt from the episode: Tobias Carlisle: Jake you heard that somebody asked about the paper that we were talking about last week where … Read More
Seth Klarman: 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
Michael Green’s Thesis On The Risks To The Market From Passive Investing
During his recent interview with Tobias, Michael Green, Partner and Chief Strategist at logicafunds discussed his thesis on the risk to the market from passive investing. Here’s an excerpt from the interview: Michael Green: Yeah, I mean, I think the core of the observation with passive, what we absolutely know … Read More
Lessons From The $DJCO 2020 Meeting And Its Transition From Publishing To SaaS
In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss lessons learnt from attendance at the DJCO Annual Meeting, and its transition from publishing to SaaS. Here’s an excerpt from the episode: Jake Taylor: I thought we’d just do some riffing on the daily journal meeting … Read More
Jim Chanos: Seven Traits To Identify Fraudulent Companies
In his recent interview with Jim O’Shaughnessy and Jamie Catherwood on the Infinite Loops podcast, Jim Chanos discussed one of the models his firm uses to identify fraudulent companies. It’s a model developed by Marianne Jennings, a Professor of Legal and Ethical Studies in Business at Arizona State University, which … Read More
(Ep.55) The Acquirers Podcast: Michael Green – Passive Agro, Passive Risks To The Market, Shorting XIV, And What’s A Value Guy To Do?
In this episode of The Acquirer’s Podcast Tobias chats with Michael Green. He is a Partner and Chief Strategist at logicafunds. Michael is a regular guest on Real Vision and his proprietary research into the shift from actively managed portfolios and investment funds to systematic passive investment strategies has been … Read More
TAM Stock Screener – Stocks Appearing In Greenblatt, Pzena, 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, … Read More
Howard Marks: Latest Activist Positions
As a new weekly feature here at The Acquirer’s Multiple, we’re going to take a look at the latest activist positions from some of our favorite superinvestors based on their latest 13D/13G filings. Activist investors like Warren Buffett, Carl Icahn, David Einhorn, Bill Ackman, Paul Singer, Howard Marks. John Paulson, … Read More
Why Is Warren Buffett Buying S&P 500 ETF’s
In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss some reasons why Warren Buffett may be buying S&P 500 ETF’s. Here’s an excerpt from the episode: Tobias Carlisle: Lets get on the… So first topic off the bat today, everybody’s gone through the latest 13F … Read More
This Week’s Best Investing Articles, Research, Podcasts 2/28/2020
Here’s a list of this week’s best investing reads: Is The Stock Market Going to Crash? (The Irrelevant Investor) A Viral Market Meltdown: Fear or Fundamentals? (Aswath Damodaran) Markets Have ALWAYS Been Rigged, Broken & Manipulated (A Wealth of Common Sense) Controlling the Pendulum of Emotions (MIcroCapClub) Bill Gates – How to respond to … Read More
One Stock Superinvestors Are Buying (1)
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