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What Can Investors Learn From Buffett’s Pivot On Airlines As An Investment
https://www.youtube.com/watch?v=kkW9Zg6Hs8Y?start=2998 During his recent interview with Tobias, Bill Brewster who runs Sullimar Capital Group says, investors can learn a lot from Warren Buffett’s pivot on airlines as an investment. Here’s an excerpt from the interview: Tobias Carlisle: That’s where I spend my time. Let’s talk about airlines a little bit, … Read More
Seth Klarman Protégé – David Abrams – Investors Need To Use A Multi-Path Approach To Business Valuation And Analysis
We’ve just been listening to a great interview with Seth Klarman’s protégé David Abrams on the Value Investing With Legends podcast in which Abrams discusses why investors need to use a multi-path approach to business valuation and analysis. Here’s an extract from the interview: David Abrams: The first question we … Read More
If There’s A Wall Street Analyst Hammering A Company, Investors Really Need To Know Why Before Taking The Other Side
https://www.youtube.com/watch?v=kkW9Zg6Hs8Y?start=2616 During his recent interview with Tobias, Bill Brewster who runs Sullimar Capital Group says, if there’s a Wall Street analyst hammering a company, investors really need to know why, before taking the other side. Here’s an excerpt from the interview: Tobias Carlisle: Well, let’s change gears again. I don’t … Read More
Nassim Taleb – Just Because An Investor Makes Money Doesn’t Mean They’re Good
Here’s a great extract from Nassim Taleb’s book – Fooled By Randomness in which he illustrates how some investors are perceived as being ‘great’, when in actual fact they simply started investing at the best possible moment. But as time moves on it becomes apparent that their ‘strategies’ are flawed. … Read More
Phil Fisher’s Scuttlebutt Can Still Be Used To Find Great Opportunities Today
https://www.youtube.com/watch?v=kkW9Zg6Hs8Y?start=2086 During his recent interview with Tobias, Bill Brewster, who runs Sullimar Capital Group demonstrates how Phil Fisher’s scuttlebutt can still be used to find great opportunities today. Here’s an excerpt from the interview: Tobias Carlisle: Let’s talk about Ubiquiti. What’s the story there and how did you find it? … Read More
(Ep.15) The Acquirers Podcast: Bill Brewster – Brewster’s Millions, A Masterclass In Business Analysis
Summary In this episode of The Acquirer’s Podcast Tobias chats with Bill Brewster, who runs Sullimar Capital Group. During the interview Bill provided some great business analysis into a number of companies including AB InBev, GE, Netflix, and Ubiquiti. He also discusses: – How He Went From The Flooring Business … Read More
TAM Stock Screener – Stocks Appearing in Greenblatt, Ainslie, 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, Ray Dalio, … Read More
This Week’s Best Investing Reads 6/14/2019
Here’s a list of this week’s best investing reads: Howard Marks Memo – This Time It’s Different (Oaktree Capital) When Does the Stock Market Go Up? (A Wealth of Common Sense) Meatless Future or Vegan Delusions? The Beyond Meat Valuation (Aswath Damodaran) This Is One Of The Worst Risk/Reward Setups In History (Felder … Read More
Wall Street’s Endangered Species
Twenty years ago in the spring of 1999, Piper Jaffray’s Daniel J. Donoghue, Michael R. Murphy and Mark Buckley*, produced a research report called Wall Street’s Endangered Species (the link is broken) that was hugely influential on my investment process. The thesis of the paper was that there were a … Read More
Joel Greenblatt – Top 10 Holdings Q12019
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What Are The 20 Best And Worst Countries To Invest In According To The Human Freedom Index
https://www.youtube.com/watch?v=sec51fFMSPQ?start=2457 During her recent interview with Tobias, Perth Tolle who is the Founder of Life + Liberty Indexes discusses some of the best and worst countries to invest in according to the ‘human freedom index’. Here’s an excerpt from the interview: Tobias Carlisle: You may be not allowed to say … Read More
Michael Burry: Don’t Try To Dig Your Way Out
Following is an excerpt from Michael Burry’s MSN Case Studies in which he provides some great advice for investors who are tempted to take increased risks in order to dig themselves out of a hole. A key phenomenon driving the recent stock market advance is the need for so many fund … Read More
Investing In ‘Freer’ Countries Helps Avoid Taleb’s Absorption Barrier Risk
https://www.youtube.com/watch?v=sec51fFMSPQ?start=1424 During her recent interview with Tobias, Perth Tolle who is the Founder of Life + Liberty Indexes discusses how investing in ‘freer’ countries helps avoid Taleb’s absorption barrier risk. Here’s an excerpt from the interview: Tobias Carlisle: Let me just play devil’s advocate for a moment. You and I … Read More
Walter Schloss: Criteria For Liquidations Where Money Is Held By A Company
Following is a May 1952 memo written by Walter Schloss which outlines his criteria for liquidations where money is held by a company: You can find the original document here: Walter Schloss: Criteria For Liquidations Where Money Is Held By Company
Emerging Markets Provide Investors With Opportunities To Capture A ‘Freedom Premium’
https://www.youtube.com/watch?v=sec51fFMSPQ?start=591 During her recent interview with Tobias, Perth Tolle who is the Founder of Life + Liberty Indexes discusses how emerging markets provide investors with opportunities to capture a ‘freedom premium’. Here’s an excerpt from the interview: Tobias Carlisle: So I saw that you retweeted something by Meb Faber which … Read More
(Ep.14) The Acquirers Podcast: Perth Tolle – Freedom Weight, Life + Liberty In Emerging Markets
Summary In this episode of The Acquirer’s Podcast Tobias chats with Perth Tolle, who is the Founder of Life + Liberty Indexes and the Freedom 100 Emerging Markets Index. Perth provides some great insights into how investors can find opportunities in emerging markets utilizing the human freedom index. Other topics … Read More
TAM Stock Screener – Stocks Appearing in Pzena, Greenblatt, Grantham 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 Reads 6/7/2019
Here’s a list of this week’s best investing reads: Tobias Carlisle – The Risks And Rewards Of Deep Value Investing (Bloomberg) The Danger of Comparing Yourself to Others (Farnam Street) Tesla’s Travails: Curfew for a Corporate Teenager? (Aswath Damodaran) Financial Advice For My New Daughter (Collaborative Fund) The Coddling of the American Investor … Read More
Carl Icahn – Top 10 Holdings Q1 2019
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