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- This Week’s Best Value Investing News, Research, Podcasts 9/3/2021This week’s best investing news: Price-Innovation Cycles & Speculators (Jamie Catherwood) An Essay on Investing in Small Stocks (MicroCapClub) A Whale of a Tail: The Bank of Jap…
- Joel Greenblatt: To Quote Animal House – Knowledge Is GoodHis his recent Felix Zulauf Webinar with Barry Ritholz, Joel Greenblatt was asked about hedge funds hiring untested bulls who haven’t seen downturns. Here’s an excerpt from the …
This Acquirers Multiple Stock Is Appearing In Soros, Dalio, Tepper 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 E32): Hail Mary Investing, Social Thermo-Dynamic Equilibrium, Supply ChainsIn this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: The Hail Mary Portfolio Average Up & Bet Hard You’re The Average O…
How To Build A Rare Whisky Portfolio During their recent interview on The Acquirers Podcast with Tobias, Steve Bishop and Patrick Fisher of Elite Wine & Whisky discussed How To Build A Rare Whisky Portfolio. Here…- Jim Rogers: The Madness Of InvestorsIn the book, Inside The House Of Money by Steven Drobny there’s a great interview with Jim Rogers on all things macro-investing before it was called macro-investing. During the …
- Thomas Russo: Berkshire Has The Least Amount Of Agency Cost Of Any Company I FollowIn his latest letter to investors, Thomas Russo discusses why he continues to hold Berkshire Hathaway saying, Berkshire Hathaway has the least amount of agency cost of any compa…
- One Stock Superinvestors Are Buying Or HoldingAs 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…
- Don’t Believe Everything You Read About Investing In ChinaIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Don’t Believe Everything You Read About Investing In China. Here’s an excerpt…
- How To Build A Profitable Vintage Wine Portfolio During their recent interview on The Acquirers Podcast with Tobias, Steve Bishop and Patrick Fisher of Elite Wine & Whisky discussed How To Build A Profitable Vintage Wine Por…
- Wally Weitz: From Traditional Value To Fast Growing StocksIn his latest interview on the VVI Q&A Speaker Series at Brown University, Wally Weitz discussed his transition from traditional value to fast growing stocks. Here’s an excerpt …
Cliff Asness: Are Value Stocks Cheap for a Fundamental Reason?In his latest commentary titled – Are Value Stocks Cheap for a Fundamental Reason?, Cliff Asness discusses why the current high value spread is forecasting high expected returns…
GMO: Merger Arbitrage Provides A Compelling Opportunity For Patient InvestorsIn their latest article titled – Merger Arbitrage Opportunity, GMO explains why merger arbitrage provides a compelling opportunity for patient investors. Here’s an excerpt from …- 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…
- Investing Lessons From RATM’s Tom MorelloIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Investing Lessons From RATM’s Tom Morello. Here’s an excerpt from the episode…
- The Science Behind A Great Whisky During their recent interview on The Acquirers Podcast with Tobias, Steve Bishop and Patrick Fisher of Elite Wine & Whisky discussed The Science Behind A Great Whisky. Here’s …
- Warren Buffett: Investors Should Avoid The ‘Noah School Of Investing’In his 1966 Buffett Partnership Letter, Warren Buffett discussed diversification and why investors should avoid the ‘Noah School of Investing’. Here’s an excerpt from the letter…
- Arnold Van Den Berg: The Psychology Of Short-SellersIn this presentation with the VVI Q&A Speaker Series at Brown University, Arnold Van Den Berg discussed the psychology of short-sellers. Here’s an excerpt from the presentation:…