Summary In this episode of The Acquirer’s Podcast Tobias chats with Lawrence Hamtil. Lawrence is a Principal and author at Fortune Financial Advisors which offers independent financial planning and wealth management services. During the interview Lawrence provided some great insights into: Why Investors Will Achieve Better Results By Focusing On Sectors, … Read More
TAM Stock Screener – Stocks Appearing in Marks, Greenblatt, Soros 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 10/4/2019
Here’s a list of this week’s best investing reads: The 2019 S&P 500 Sector Quilt (A Wealth of Common Sense) WeWork Lessons That Apply To Lots of Stuff (Collaborative Fund) Externalities: Why We Can Never Do “One Thing” (Farnam Street) ‘Performance Chasing’—and Why It Can Be Perilous for Your Portfolio (Fortune) At What … Read More
Warren Buffett: The Price Of A Stock Doesn’t Tell You Anything About The Business
Here is Adam Smith, author of Supermoney, interviewing Warren Buffett back in 1985. Smith asks Buffett: “What do you do that’s different than ninety percent of the money managers who are in the market?” Here’s Buffett’s response: “Certainly most of the professional investors focus on what the stock is likely … Read More
Joel Greenblatt – Top 10 Holdings Q2 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
How To Create A Successful Finance Blog
https://www.youtube.com/watch?v=-cG2BvJQnJU?start=2388 During his recent interview with Tobias, Joshua Brown, CEO of Ritholtz Wealth Management, and author at The Reformed Broker Blog, discussed why he started and maintains his very successful investing blog saying: Tobias Carlisle: When I first discovered you, it was like December 2008, which was when I started … Read More
Seth Klarman: A Country Full Of Well-Trained Investors Would Make The Same Kind Of Mistakes That Investors Have Been Making Forever
In 2004 Louis Lowenstein wrote a paper titled – Searching for Rational Investors in a Perfect Storm in which Lowenstein attempted to measure the performance of 10 value managers through the turbulent market period of 1999-2003. Here’s an excerpt from the abstract: I decided to see how a group of ten … Read More
How To Successfully Adapt The Peter Lynch Style Of Investing In 2019
https://www.youtube.com/watch?v=-cG2BvJQnJU?start=72 During his recent interview with Tobias, Joshua Brown, CEO of Ritholtz Wealth Management, and author at The Reformed Broker Blog, discussed how you can successfully adapt the Peter Lynch style of investing in 2019 saying: Tobias Carlisle: First question: your own personal investment strategy. I’ve read your great post, … Read More
Robert Shiller: What People Say About the Economy Can Set Off a Recession
Here’s a great article written by Robert Shiller that appeared recently in The New York Times. Shiller illustrates how the spread of economic narratives drives human behavior in investing, and how it might impact the next recession saying: When will the next recession arrive? Economists are evaluating such factors as … Read More
Maybe It Really Is Different This Time! (Part 2)
https://www.youtube.com/watch?v=-cG2BvJQnJU?start=1316 During his recent interview with Tobias, Joshua Brown, CEO of Ritholtz Wealth Management, and author at The Reformed Broker Blog, discussed how maybe it really is different this time for investors. It’s a comprehensive and interesting discussion so we broke it down into two parts. This is Part 2 … Read More
Maybe It Really Is Different This Time! (Part 1)
https://www.youtube.com/watch?v=-cG2BvJQnJU?start=466 During his recent interview with Tobias, Joshua Brown, CEO of Ritholtz Wealth Management, and author at The Reformed Broker Blog, discussed how maybe it really is different this time for investors. It’s a comprehensive and interesting discussion so we broke it down into two parts. Here is Part 1 … Read More
(Ep.30) The Acquirers Podcast: Joshua Brown – Reformed Broker, Backstage Wall Street With Ritholtz CEO
Summary In this episode of The Acquirer’s Podcast Tobias chats with Joshua Brown. Joshua is the CEO of Ritholtz Wealth Management. He’s a commentator on CNBC. He’s a blogger on The Reformed Broker. He’s the Chairman of the FinTwit Federal Reserve. He’s Downtown Josh Brown. During the interview Joshua provided some great … Read More
TAM Stock Screener – Stocks Appearing in Greenblatt, Dalio, Gabelli 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 9/27/2019
Here’s a list of this week’s best investing reads: Green New Deal is Inevitable (The Reformed Broker) Explaining the Stock Market to Big Cat (A Wealth of Common Sense) Canvas Q&A w/ Patrick O’Shaughnessy (bps and pieces) Fat, Happy, And In Over Your Head (Collaborative Fund) The Next Recession (The Irrelevant Investor) No Stock … Read More
Mohnish Pabrai: Q2 2019 Top 10 Holdings
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
What Happens When Short Activist Investing Goes Wrong
https://www.youtube.com/watch?v=cseF_BDs0Io?start=1007 During his recent interview with Tobias, Sahm Adrangi of Kerrisdale Capital discusses his very unsuccessful short position in Straight Path. Here’s an excerpt from the interview: Tobias Carlisle: And so, can you contrast that with your experience with Straight Path? Sahm Adrangi: Sure. So Global Star is a Spectrum … Read More
Joel Greenblatt: In Investing The Last Man Standing Is Patience
In his presentation to the folks at Google, Joel Greenblatt emphasized the importance of patience in successful investing saying: “The last man standing is patience. We call it time arbitrage. Other people call it time arbitrage– just being patient. That’s in really short supply, and it’s not getting better. Things … Read More
Activist Short Selling Can Be Very Profitable
https://www.youtube.com/watch?v=cseF_BDs0Io?start=689 During his recent interview with Tobias, Sahm Adrangi of Kerrisdale Capital discusses his successful activist short position in Globalstar. Here’s an excerpt from the interview: Tobias Carlisle: Well, this firm is a pretty big firm. They put a 100 million dollars into this. So they did extensive due diligence, … Read More
Prem Watsa And His Prediction On The Sub-Prime Mortgage Crisis
Some of the best shareholder letters that investors can read are those from Prem Watsa at Fairfax Financial Holdings. In his 2006 Shareholder Letter, Watsa predicted the sub-prime mortgage crisis saying: Finally, we continue to worry about the unprecedented issuance of collateralized bonds, mortgages and loans (we hold none!). The … Read More
How Astute Investors Discovered The Chinese Reverse Merger Frauds
https://www.youtube.com/watch?v=cseF_BDs0Io?start=238 During his recent interview with Tobias, Sahm Adrangi of Kerrisdale Capital discusses how he came across a number of successful opportunities in Chinese reverse merger frauds. Here’s an excerpt from the interview: Tobias Carlisle: So the first one that you’ve wrote about was China Marine. Do you remember China … Read More