https://www.youtube.com/watch?v=dmEMWylsmb8?start=2987 During his recent interview with Tobias, Daniel Grioli, the Managing Partner at Guisgard Capital, provides a real-life example of how investors can miss out on big gains by selling a stock that reaches its ‘target price’. Here’s an excerpt from the interview: Daniel Grioli: Definitely. So, I’ll add a couple … Read More
(Ep.24) The Acquirers Podcast: Daniel Grioli – Market Fox, Liquid Alternatives, Investment Strategies
Summary In this episode of The Acquirer’s Podcast Tobias chats with Daniel Grioli, the Managing Partner at Guisgard Capital. Daniel constructs his portfolios using the best ideas of a group of carefully selected fund managers. He distills the portfolios of up to twenty mutual funds, investment advisors and hedge funds investing … 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
This Week’s Best Investing Reads 8/16/2019
Here’s a list of this week’s best investing reads: Investing in a Negative Interest Rate World (A Wealth of Common Sense) Is the Yield Curve Coming to Kill You? (The Reformed Broker) The Laws of Investing (Collaborative Fund) Bonds Are Frickin’ Expensive (Cliff Asness) Country Risk: A Mid-year 2019 Update (Aswath Damodaran) Stocks Plunge As … Read More
Seth Klarman Protege David Abrams – Top 10 Holdings Q22019
This content is restricted to registered paid users who are logged in. Click here to register or log in.
The Single Best Metric In Investing Is…
https://www.youtube.com/watch?v=ybA8Wge5Xz4?start=1445 During his recent interview with Tobias, Eddy Elfenbein, who owns the popular investing blog Crossing Wall Street Blog, discusses the most important metrics that investors should consider when determining what a business is worth. Here’s an excerpt from the interview: Tobias Carlisle: One of the more popular posts on … Read More
GMO: Just Why Has Value Underperformed Growth For The Past Decade?
Here’s a great new paper by the team at GMO which discusses the factors that have caused the underperformance of value investing in the past decade, stating: The performance of U.S. value over the last decade has led many to wonder whether the value premium has been completely eroded. We … Read More
Joel Greenblatt: Investors Should Search For Companies That Achieve A High Return On Capital
Here’s a great excerpt from Joel Greenblatt’s book – The Little Book That Beats The Market, in which he discusses the importance of finding businesses that can achieve a high return on capital, saying: But here’s the thing. If capitalism is such a tough system, how does the magic formula … Read More
Investors Should Look For Companies That Have A Pseudo-Monolopy
https://www.youtube.com/watch?v=ybA8Wge5Xz4?start=3056 During his recent interview with Tobias, Eddy Elfenbein, who owns the popular investing blog Crossing Wall Street Blog, discusses why investors should look for companies that have a pseudo-monopoly. Here’s an excerpt from the interview: Tobias Carlisle: Let’s talk about some individual names on your Buy List. One is … Read More
Warren Buffett: The Investor’s Misery Index
Here’s a great excerpt from Warren Buffett’s 1979 Berkshire Hathaway Shareholder Letter in which he illustrates the impact that inflation can have on an investor’s returns, using what he calls – “the investor’s misery index”, saying: To better understand the implications of digital asset management, I recently explored the use … Read More
Finding High Quality Stocks Starts With The World’s Simplest Valuation Measure
https://www.youtube.com/watch?v=ybA8Wge5Xz4?start=803 During his recent interview with Tobias, Eddy Elfenbein, who owns the popular investing blog Crossing Wall Street Blog, discusses how investors can find high quality stocks using the world’s simplest valuation metric. Here’s an excerpt from the interview: Tobias Carlisle: So while you don’t describe yourself as a value … Read More
(Ep.23) The Acquirers Podcast: Eddy Elfenbein – Buy List, Fundamentally Sound, High Earnings Quality
Summary In this episode of The Acquirer’s Podcast Tobias chats with Eddy Elfenbein. He is proprietor of the popular investing blog Crossing Wall Street Blog, and he’s also the portfolio manager for the CWS ETF. During the interview Eddy provided some great insights into: – How To Construct A Buy List – … Read More
Stephen Mandel – Top 10 Holdings Q12019
This content is restricted to registered paid users who are logged in. Click here to register or log in.
This Week’s Best Investing Reads 8/9/2019
Here’s a list of this week’s best investing reads: Why the stock market must go down (The Reformed Broker) Different Ways to be Rich in 2019 (A Wealth of Common Sense) An Old Film on the Stock Market (csinvesting) Whither Vanguard? (HumbleDollar) Strategic Value Investing: A Thoughtful Approach (Yahoo) Don’t Count Out Value Investing … Read More
TAM Stock Screener – Stocks Appearing in Icahn, Greenblatt, Dalio 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
Investors Should Consider Permanently Allocating 5-10% Of Their Portfolio Into Gold
https://www.youtube.com/watch?v=Fthp2PYU0WI?start=3522 During his recent interview with Tobias, Zach Abraham, who runs Bulwark Capital Management and has a radio show called Know Your Risk Radio, discusses why investors should consider permanently allocating 5-10% of their portfolio to gold. Here’s an excerpt from the interview: Tobias Carlisle: Well, let’s talk a little … Read More
Charlie Munger: An Idiot Could Diversify A Portfolio!
Here’s a great excerpt from Charlie Munger’s Daily Journal Meeting earlier this year in he discusses why portfolio diversification is completely unnecessary. He illustrates the point with a great real-life example saying: The idea of diversification makes sense to a point if you don’t know what you’re doing and you … Read More
Here’s Why Fixed Indexed Annuities Should Be Considered As An Alternative To Bonds
https://www.youtube.com/watch?v=Fthp2PYU0WI?start=2557 During his recent interview with Tobias, Zach Abraham, who runs Bulwark Capital Management and has a radio show called Know Your Risk Radio, discusses why investors should consider fixed indexed annuities as an alternative to bonds saying: Zach Abraham: Now, we still use fixed income and we have as … Read More
(Ep.1) Acquirers Active: $IRTC Short, Kerrisdale’s Short Thesis On Irhythm Technologies
Summary In this episode of Acquirer’s Active Tobias chats with Sahm Adrangi and David Cohen of Kerrisdale Capital about their short thesis on Irhythm Technologies Inc (NASDAQ: IRTC). iRhythm Technologies Inc is a commercial-stage digital healthcare company redefining the way cardiac arrhythmias are clinically diagnosed by combining wearable biosensing technology … Read More
Warren Buffett: Investing Is Much Like Reporting – Writing The Right Story
Here’s a great excerpt from an interview that Warren Buffett did with BizNews in 2017 in which he illustrates how investing is much like reporting. Buffett was asked the following question: When you’re doing these analyses, then and now, do you have computers that help you, or how did you … Read More