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VALUE: After Hours (S03 E36): China; $BABA; Evergrande; $AAPL Losing Innovation; Mauboussin StrangeIn this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Mauboussin Strange Western Media Bias On China Charlie’s Right On …
The Mark-To-Market Fallacy In Private EquityDuring their recent interview on The Acquirers Podcast with Tobias, Jeffrey C. Hooke, finance professor and author of The Myth of Private Equity discussed The Mark-To-Market Fal…- Explosion In Retail Trading AccountsIn their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discussed the Explosion In Retail Trading Accounts. Here’s an excerpt …
- Mark Yusko: Markets Are Broken! You Would Have To Live 111 Years To Get A 10% ReturnIn his latest discussion on The Blockworks Podcast, Mark Yusko explains how we’ve broken the markets. Here’s an excerpt from the discussion: Yusko: We’ve broken the markets. The…
Terry Smith: 6 Criteria For Finding Exceptional BusinessesFundsmith has just released its latest factsheet in which Terry Smith outlines his six criteria for finding exceptional businesses. Also included is the optimum number of stocks…
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…
Is Groupthink Impacting Your Results?In their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discussed Is Groupthink Impacting Your Results? Here’s an excerpt from…- The 3 Pillars Of Private Equity That Hurt InvestorsDuring their recent interview on The Acquirers Podcast with Tobias, Jeffrey C. Hooke, finance professor and author of The Myth of Private Equity discussed The 3 Pillars Of Priva…
Warren Buffett: All Earnings Are Not Created EqualIn his 1984 Shareholder Letter, Warren Buffett discussed his dividend policy and why all earnings are not created equal. Here’s an excerpt from the letter: Dividend policy is of…
Rich Pzena: Why Returns Deteriorate As You GrowIn his recent interview on the ValueWalk Podcast, Rich Pzena discusses why returns deteriorate as you grow. Here’s an excerpt from the interview: This is one of those businesses…- Rob Arnott: Value Stocks Only Asset Class Likely To Generate 5%–10% Real Return Over Coming DecadeIn his latest article titled – Did I Miss The Value Turn?, Rob Arnott and associates discuss whether the recent value rebound, cresting in May, is over or is the start of a bigg…
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 Enticing Relative To Growth In their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discussed Value Enticing Relative To Growth. Here’s an excerpt from …
- IRR – The Faulty Metric of Private EquityDuring their recent interview on The Acquirers Podcast with Tobias, Jeffrey C. Hooke, finance professor and author of The Myth of Private Equity discussed IRR – The Faulty Metri…
Terry Smith Top 10 Holdings (Q2 2021)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 the…- (Ep.130) The Acquirers Podcast: Jeffrey C Hooke – LBO MYTHS: Private Equity MythsIn this episode of The Acquirers Podcast, Tobias chats with Jeffrey C. Hooke, finance professor and author of The Myth of Private Equity. During the interview Jeffrey provided s…
- Jim Simons: The Golden Rule Of InvestingIn this presentation at the AMS Einstein Public Lecture, Jim Simons discusses his golden rule for investing. Here’s an excerpt from the presentation: And then the only rule is w…
- Rob Vinall: The Most Important Factor In InvestingIn this interview with Good Investing, Rob Vinall discusses the most important factor in investing. Here’s an excerpt from the interview: But what I realized over time was that …