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
Herding In Investing Significantly Impairs An Investor’s Ability To Generate Market Beating Returns
https://www.youtube.com/watch?v=_LNPDU7Pqak?start=3356 During his recent interview with Tobias, Mark Jones of Pragmatic Capital provided some great insights into why ‘herding’ in investing significantly impairs an investor’s ability to generate market-beating returns, saying: Mark Jones: I think there’s a lot of herding in investing and I think that that significantly impairs an … Read More
Smart Investors Use Put and Call Options To Hedge Stock Positions Before An Earnings Call
https://www.youtube.com/watch?v=_LNPDU7Pqak?start=2528 During his recent interview with Tobias, Mark Jones of Pragmatic Capital discusses how investors can use put and call options to hedge their stock positions prior to an earnings call, saying: Mark Jones: Right, so when I’m looking at these derivatives, I’m using them primarily for two reasons. One … Read More
Michael Mauboussin – You’ve Bought A Stock, It Goes Down – Are You Still Right Or Are You Wrong?
We’ve just been listening to Michael Mauboussin’s interview with Patrick O’Shaughnessy on his podcast, Invest Like The Best. During the interview Mauboussin provides some great insights into what investors can do if they’ve added a stock to their portfolio, and it goes down. Are they still right or are they … Read More
How To Find Contrarian Stocks That Generate Outsized Returns
https://www.youtube.com/watch?v=_LNPDU7Pqak?start=182 During his recent interview with Tobias, Mark Jones of Pragmatic Capital describes his approach to finding contrarian stocks that provide outsized returns, saying: Mark Jones: Right, so I have a four-step research process and this is how I vet or I audit the market’s point of view. I find … Read More
(Ep.4) The Acquirers Podcast: Mark Jones of Pragmatic Capital – How To Find Contrarian Stocks
In Episode 4 of the The Acquirers Podcast, Tobias chats with Mark Jones of Pragmatic Capital. Mark has an unusual approach to picking stocks and it works. It’s made him the top-ranked analyst in SumZero on a last 12 months basis. During the interview Mark discusses: How To Find Contrarian Stocks … Read More
George Soros – Top 10 Holdings Q4 2018
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This Week’s Best Investing Reads 3/29/2019
Here’s a list of this week’s best investing reads: In the face of adversity, are you a Guernsey or a Brahman? (Farnam Street) ROCE-Growth Matrix, and Few Potential Wealth Creators (Safal Niveshak) One more elephant for Berkshire? (The Reformed Broker) Spotting Investment Opportunities In Out Of Favor Industries (Forbes) 2019 Ivey Value Investing … Read More
TAM Stock Screener – Stocks Appearing in Greenblatt, Dalio, 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, … Read More
In Investing The Counter To Fooled By Randomness Is Fooled By Narrative
https://www.youtube.com/watch?v=IwkEbI1gKmk?start=3044 During his recent interview with Tobias, Corey Hoffsten provides some great insights into how investors can be fooling themselves by coming up with a narrative and then data-mining the facts to fit that narrative, saying: Corey: Yeah, I think it sounds wonderful and flowery and intuitive to say, “Hey, … Read More
Seth Klarman – Unsuccessful Investors Are Dominated By Emotion
One of the best books ever written on investing is Margin of Safety, by Seth Klarman. There’s one passage in particular in which Klarman discusses behaviors to avoid in order to achieve success in investing, saying: Unsuccessful investors are dominated by emotion. Rather than responding coolly and rationally to market … Read More
How And When You Rebalance Your Portfolio Can Significantly Impact Performance
https://www.youtube.com/watch?v=IwkEbI1gKmk?start=402 During his recent interview with Tobias, Corey Hoffstein was asked about the how and when of rebalancing a portfolio and the impact that timing can have on results. Here’s the question from Tobias and Corey’s insightful response: Tobias: So I find that particularly interesting, and it’s something that you … Read More
When There’s No Pain, There’s No Premium In Investing
https://www.youtube.com/watch?v=IwkEbI1gKmk?start=3529 In his recent interview with Tobias, Corey Hoffstein discusses his no pain, no premium investing strategy, saying: Corey: So this is one of those, it goes back to the old, “No pain, no gain.” It’s just a play on that, but at the end of the day it goes … Read More
(Ep.3) The Acquirers Podcast: Corey Hoffstein – No Pain. No Premium
In Episode 3 of the The Acquirers Podcast, Tobias chats with Corey Hoffstein of Newfound Research. The thing that really stands out about Corey is his risk forward approach to investing. Everyone distrusts back tests but Corey has elevated his distrust into an art form, or at least an investment … Read More
This Week’s Best Investing Reads 3/22/2019
Here’s a list of this week’s best investing reads: Yes, It’s All Your Fault: Active vs. Passive Mindsets (Farnam Street) The Market Won’t Provide High Returns Just Because You Need Them (A Wealth of Common Sense) The Hidden Risk When You Own Stocks for the Long Run (Jason Zweig) GMO’s Montier on … Read More
Prem Watsa – Top 10 Holdings Q4 2018
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
TAM Stock Screener – Stocks Appearing in Greenblatt, Pzena, 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, … Read More
Why Has Value Investing Underperformed?
https://www.youtube.com/watch?v=H7_QJyxr2W0?start=2331 During his recent interview with Tobias, Jake Taylor of Farnam Street provides some great insights into why he thinks value investing has had such a rough time lately, saying: Jake – I think it’s a confluence of factors. I don’t know honestly. If I had to assign how much … Read More
11 Of The Best Books On Stock & Business Valuation
We recently started a series called – Superinvestors: Books That Every Investor Should Read. So far we’ve provided the book recommendations from: Charles Munger: 32 Books That Every Investor Should Read Seth Klarman: 32 Books That Every Investor Should Read Warren Buffett: 35 Books That Every Investor Should Read Bill … Read More
Dispersion In Investing – The Gap Between The Best and Worst Stocks Is Closing
https://www.youtube.com/watch?v=H7_QJyxr2W0?start=2477 During his recent interview with Tobias, Jake Taylor of Farnam Street discusses how the dispersion (gap) between the best and worst stocks is disappearing, saying: So one thing we’ve talked about before I know is this idea of dispersion. So you have the average of how expensive the market … Read More