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Howard Marks 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.126) The Acquirers Podcast: Elite Wine & Whisky – The Secrets To Collecting Fine Wine & Rare WhiskyIn this episode of The Acquirers Podcast, Tobias chats with Steve Bishop and Patrick Fisher of Elite Wine & Whisky. During the interview William provided some great insights int…
Stock In Focus – TAM Stock Screener – Whirlpool Corporation (NYSE: WHR)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…- Warren Buffett: The Reason Ben Graham Would Not Have Adopted My StrategyIn this shareholder meeting, Warren Buffett explains why Ben Graham would not have adopted his strategy. Here’s an excerpt from the meeting: We’ve tried to put in the annual rep…
Why Did Charles Munger Buy Alibaba?In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Why Did Charles Munger Buy Alibaba?. Here’s an excerpt from the episode: Tobi…- This Week’s Best Value Investing News, Research, Podcasts 8/27/2021This week’s best investing news: Afghanistan, Regime Changes & Debt (Jamie Catherwood) A Whale of a Tail: The Bank of Japan’s ETF Hoard (Verdad) Michael Burry’s Pretty Big Short…
- Bill Miller: Too Many Value Investors Focus On ‘Accounting Value’In this interview with WealthTrack, Bill Miller discussed the mistake made by too many value investors in focusing on ‘accounting value’ instead of economic value. Here’s an exc…
- Dan McMurtrie: Securities Inherit Characteristics Of Their HoldersIn his latest interview on The Business Brew Podcast, Dan McMurtrie explained why securities inherit characteristics of their holders. Here’s an excerpt from the interview: Secu…
- This Acquirers Multiple Stock Is Appearing In Marks, Simons, 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 E31): Charlie Munger’s $BABA Position, RATM’s Tom Morello On Mastery, China TailwindIn this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Charlie Munger’s $BABA Position Investing Lessons From RATM’s Tom …
Eunuch Spiders Have Nothing To LoseDuring his recent interview on The Acquirers Podcast with Tobias, William L Silber, author of The Power of Nothing To Lose discussed Eunuch Spiders Have Nothing To Lose. Here’s …
Jean-Marie Eveillard: Investors Have To Have The Courage To Say NoIn Ronald Chan’s Book – The Value Investors, Jean-Marie Eveillard provides two examples of when he had the courage to say no. Here’s two excerpts from the book: Because I became…- Ron Muhlenkamp: 3 Traits You Need To Be A Successful InvestorIn his recent interview on Value Investing Live, Ron Muhlenkamp discussed the three traits every investor needs to be successful in investing. Here’s an excerpt from the intervi…
- 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…
Go Positive & Go First! In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Go Positive & Go First!. Here’s an excerpt from the episode: Jake: All rig…- Never Ever Sell An OptionDuring his recent interview on The Acquirers Podcast with Tobias, William L Silber, author of The Power of Nothing To Lose discussed Never Ever Sell An Option. Here’s an excerpt…
- 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…
- John Templeton: 3 Things I Do That Distinguishes Me From Fisher And BuffettTempleton and Phillips Capital Management, LLC recently released some rare videos of John Templeton on YouTube which were previously only available on VHS. In this interview wit…