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Munger Using Margin To Buy AlibabaIn their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Munger Using Margin To Buy Alibaba. Here’s an excerpt from the episode: Tobias:…
GMO: Making Money And Reducing Risk In An Equity SuperbubbleIn their latest Insight titled – Making Money And Reducing Risk In An Equity Superbubble, GMO explain how investors can still make money while reducing risk in an equity superbu…- Christopher Bloomstran: The Process Of Getting And Staying Rich In Investing Should Be BoringIn his latest 2021 Semper Augustus Letter, Christopher Bloomstran explains why the process of getting and staying rich in investing should be boring. Here’s an excerpt from the …
This Acquirers Multiple Stock Appearing In Marks, Miller, Simons PortfoliosPart 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 th…- Basket Investing vs Idiosyncratic InvestingIn their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Basket Investing vs Idiosyncratic Investing. Here’s an excerpt from the episode…
- Edward Chancellor: The More Things Change The More They Stay The SameIn his book – Devil Take The Hindmost, Edward Chancellor discusses the excessive swings in markets that never change. Here’s an excerpt from the book: As the stock market itself…
- Christopher Davis: The Importance of Price DisciplineIn his recent 2022 Annual Review, Clipper’s Christopher Davis discusses the importance of price discipline using a ‘Market Darlings Versus Durable Compounding Machines’ scenario…
One Stock Superinvestors Are SellingAs 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 Sc…- Managing Quotational RiskIn their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Managing Quotational Risk. Here’s an excerpt from the episode: Jake: I think yo…
- Robeco: Human Instincts Drive The Value PremiumIn their latest paper titled – Human instincts drive the Value premium, Robeco explain how human instincts drive the value premium. Here’s an excerpt from the paper: According t…
- Cliff Asness: Everything Is Extremely Expensive Versus HistoryIn his latest interview on the FEG Insight Bridge Podcast, Cliff Asness explains why everything is extremely expensive versus history. Here’s an excerpt from the interview: So b…
One Stock Superinvestors Are BuyingAs part of the weekly research here at The Acquirer’s Multiple we’re always interested in investing gurus who hold the same stocks that appear in our Acquirer’s Multiple Stock S…- Value Returns 1866 to DateIn their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Value Returns 1866 to Date. Here’s an excerpt from the episode: Tobias: Who wan…
- Wally Weitz: There’s Always Something In The News Headlines To Scare InvestorsIn their latest presentation titled – Stock Investing Amid Market Drawdowns and Rising Rates, Wally Weitz and team discuss the importance of sticking with your strategy regardle…
- GMO: 4 Investing Mistakes To Avoid In A Rising MarketIn their latest Q4 2021 Letter, GMO discuss four of the biggest investment mistakes to avoid in a rising market. Here’s an excerpt from the letter: None of us, regardless of our…
Seth Klarman Top 10 Holdings (Q4 2021) – Buys FISV, GTXAP, NLOK, QRVO, LSXMKOne 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 the…- VALUE: After Hours (S04 E07): Value Returns 1866 to Date, Certain to Win and Boyd’s OODA LoopIn this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Value Returns 1866 to Date Managing Quotational Risk Basket Invest…
- Charles Munger: We Have A New Bunch Of Emperors That Are Going To Change The WorldIn his latest Daily Journal Annual Meeting, Charles Munger discusses the new bunch of emperors that are going to change the world. Here’s an excerpt from the meeting: Munger: Oh…