During his recent interview with Tobias, Will Hershey, Co-Founder and CEO at Roundhill Investments discussed If GameStop Is Destined To Head The Same Way As Blockbuster. Here’s an excerpt from the interview: Tobias Carlisle: So for the individual companies, because they’re all on sort of the release schedules, I guess it takes … Read More
Stanley Druckenmiller: Size, Size, Size, When You Think You’re Right!
Here’s a great interview with Paul Tudor Jones and Stanley Druckenmiller. Tudor Jones asks Druckenmiller how his investment style compares with that of Ray Dalio. Here’s an excerpt from the interview: Paul Tudor Jones: It’s such a contrast what you’re saying right now versus what Ray Dalio said here yesterday … Read More
One Stock Superinvestors Are Buying Or Holding (12)
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
When Buffett Was A Quant
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Verdad’s article titled – When Buffett Was A Quant. Here’s an excerpt from the episode: Tobias Carlisle: So, sorry for all of the deep value guys who followed me into deep value and have just … Read More
Owners Of Traditional Sports Franchises Buying Esport Franchises To Capture Disgruntled Millennials
During his recent interview with Tobias, Will Hershey, Co-Founder and CEO at Roundhill Investments discussed why Owners Of Traditional Sports Franchises Are Buying Esport Franchises To Capture Disgruntled Millennials. Here’s an excerpt from the interview: Will Hershey: Esports is really global and it’s easy to play. That’s the same reason that … Read More
More People Watch Gaming And Esports, Than Netflix, HBO, ESPN And Hulu Combined
During his recent interview with Tobias, Will Hershey, Co-Founder and CEO at Roundhill Investments discussed how More People Watch Gaming And Esports Than Netflix, HBO, ESPN And Hulu Combined. Here’s an excerpt from the interview: Tobias Carlisle: What’s the difference between gaming and esports? Will Hershey: Yep. So gaming and esports are … Read More
Steven Romick: Top Buys, Top Sells (Q1 2020)
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 Memo: Uncertainty; And 8 Of The Best Quotes On Forecasting
Howard Marks has released his latest memo titled – Uncertainty, in which he discusses the uncertainty associated with investing and the difficulty of trying to forecast the future. Included in the memo are eight of the best quotes from some of the greatest minds on forecasting: We have two classes … Read More
Investing From First Principles
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Investing From First Principles. Here’s an excerpt from the episode: Jake Taylor: So, I thought it would be fun and I’m punting a little bit to this week, because I wrote this up at my … Read More
John Hempton: What We Did Wrong In Q1
John Hempton, Founder and CIO at Bronte Capital recently released his Q1 2020 shareholder letter in which he includes an interesting section titled – What We Did Wrong. Hempton says that they missed a great opportunity to generate outsized returns by being too conservative and not taking full advantage when … Read More
Guy Spier: Top 10 Holdings (Q1 2020)
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.66) The Acquirers Podcast: Will Hershey – Esports Nerd, Gaming, Esports, And Digital Entertainment
In this episode of The Acquirer’s Podcast Tobias chats with Will Hershey, Co-Founder and CEO at Roundhill Investments, an investment adviser focused on developing innovative financial products designed to offer exposure to investment themes that appeal to the next generation of investors. During the interview Will provided some great insights into: … Read More
Stock In Focus – TAM Stock Screener – Perion Network Ltd (NASDAQ: PERI)
As part of a new series here at The Acquirer’s Multiple, we’re providing a new feature called ‘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 Perion Network Ltd (NASDAQ: PERI). Perion Network Ltd is a … Read More
TAM Stock Screener – Stocks Appearing In Greenblatt, Dalio, 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
Holding Stocks Is A Superpower!
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed why Holding Stocks Is A Superpower! Here’s an excerpt from the episode: Bill Brewster: Russo released his letter to shareholders, and I got looking at some of the positions. You just look through like MasterCard, … Read More
This Week’s Best Investing Articles, Research, Podcasts 5/8/2020
Here’s a list of this week’s best investing reads: This version of Warren Buffett (The Reformed Broker) Bad Arguments and How to Avoid Them (Farnam Street) How Will the Crisis Impact Housing Prices? (A Wealth of Common Sense) If Charlie Munger Didn’t Quit When He Was Divorced, Broke, and Burying His 9 Year … Read More
Chris Bloomstran: The Intrinsic Value And Earnings Power Of Berkshire Is…
Here’s a great interview with Chris Bloomstran of Semper Augustus talking to the folks at the Gabelli Funds Omaha (Virtual) Research Conference. During the interview Chris discussed his estimates of value and earnings power for Berkshire Hathaway. Here’s an excerpt from the interview: Bloomstran: We have another method which reconciles … Read More
VALUE: After Hours (S02 E18): HOLD! Investing From First Principles, When Buffett Was A Quant
In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Holding Stocks Is A Superpower! Investing From First Principles When Buffett Was A Quant Finding The Bad Actors In Small Caps Munger Missing From This Year’s Berkshire Meeting SPAC Investing Chis Bloomstran – Is Berkshire … Read More
One Stock Superinvestors Are Buying Or Holding (11)
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
The Internet Changed Branding Forever
During his recent interview with Tobias, Dan Ferris, editor of Extreme Value, discussed How The Internet Changed Branding Forever. Here’s an excerpt from the interview: Dan Ferris: Prestige is a good one, too. We got out of Prestige because we thought, “Well, these brands aren’t as strong as they used to be, … Read More