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GMO – Growth & Value Outperformance PhenomenonIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed GMO – Growth & Value Outperformance Phenomenon. Here’s an excerpt from the ep…
Gamblers ‘Enjoy’ LosingDuring their recent interview on The Acquirers Podcast with Tobias, Dr Richard Smith, PhD in Systems Science discussed why Gamblers ‘Enjoy’ Losing. Here’s an excerpt from the in…- Michael Mauboussin: Make Better Investing Decisions – Seek Out Dissenting ViewsIn Michael Mauboussin’s book – Think Twice, he recommends one of the best ways to make better decisions, which is particularly relevant to investing decisions, is to seek out di…
Jim Simons 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.129) The Acquirers Podcast: Dr Richard Smith – Risky Business: Managing Risk Under UncertaintyIn this episode of The Acquirers Podcast, Tobias chats with Dr Richard Smith, PhD in Systems Science and expert in making decisions under uncertainty. During the interview Richa…
- Ron Baron: You Must Be Able To Hold A Stock For A Number Of Years That Doesn’t Make A ReturnIn his recent interview with David Rubenstein on Bloomberg Wealth, Ron Baron discussed why good investors must be able to hold a stock for a number of years that doesn’t make a …
- Vitaliy Katsenelson: Invest In Management That Have Skin-In-The-GameIn his recent episode of The Intellectual Investor Podcast, Vitaliy Katsenelson discussed the importance of investing in management that have skin-in-the-game. Here’s an excerpt…
Stock In Focus – TAM Stock Screener – SYNNEX Corporation (NYSE: SNX)As part of our ongoing series here at The Acquirer’s Multiple, we provide this feature article titled ‘Stock in Focus‘ where we focus on one of the stocks from our Stock Screene…- Grantham’s Everything BubbleIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Grantham’s Everything Bubble. Here’s an excerpt from the episode: Bill: Yeah,…
- This Week’s Best Value Investing News, Research, Podcasts 9/17/2021This week’s best investing news: Verdad’s Intern Curriculum (Verdad) The Panic Series (Pt. II) – 1819 (Jamie Catherwood) Would You Have Bought Berkshire Hathaway in 1975? (Valid…
- John Paulson: You Can’t Short CryptoIn his recent interview with David Rubenstein on Bloomberg Wealth, John Paulson explained why you can’t short crypto. Here’s an excerpt from the interview: Paulson: When we look…
Joel Greenblatt: Ignore Traditional Value Investing Metrics When It Comes To FANMAG StocksIn his recent interview on the Finance Simplified Podcast, Joel Greenblatt discussed ignoring traditional value investing metrics when it comes to FANMAG stocks. Here’s an excer…
This Acquirers Multiple Stock Is Appearing In Dalio, Cohen, Simons PortfoliosPart 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 th…- VALUE: After Hours (S03 E34): Mass Extinctions, GMO’s Value vs Growth Letter, And Grantham’s Bubble CallIn this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Mass Extinctions Grantham’s Everything Bubble GMO’s Value vs Growt…
Using AI To Decipher FootnotesDuring their recent interview on The Acquirers Podcast with Tobias, David Trainer, CEO of New Constructs discussed Using AI To Decipher Footnotes. Here’s an excerpt from the int…
Advisor Perspectives: Most Investment Pros Can’t Beat The MarketIn his latest article titled – The Suckers At The Investment Table, Larry Swedroe discusses new research that shows most professional investors can’t beat the market. Here’s an …- Smead Capital: The McNealy ProblemIn his latest paper titled – The McNealy Problem, Cole Smead at Smead Capital tests Scott McNealy’s thesis regarding the euphoria surrounding Sun Microsystems, using a modern da…
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…