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Mining Royalties vs StreamsDuring his recent interview on The Acquirers Podcast with Tobias, Spencer Cole, CIO at Vox Royalty discussed Mining Royalties vs Streams. Here’s an excerpt from the interview: T…- Charles Munger: How To Invert Your ThinkingEarlier this year at The Redlands Forum, Charles Munger discussed examples of how to invert your thinking. H/T to 10-K Diver for highlighting the video. Here’s an excerpt from t…
- 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…
U.S Investors Expecting 17.5% Long-Term ReturnsIn their recent episode of the VALUE: After Hours Podcast, Taylor, Mitchell, and Carlisle discussed U.S Investors Expecting 17.5% Long-Term Returns. Here’s an excerpt from the e…- How To Value Royalty CompaniesDuring his recent interview on The Acquirers Podcast with Tobias, Spencer Cole, CIO at Vox Royalty discussed How To Value Royalty Companies. Here’s an excerpt from the interview…
- Dan Loeb: Shifting From Value To GrowthIn his latest Q2 2021 Investor Letter, Dan Loeb explains why he’s made the shift from value to growth. Here’s an excerpt from the letter: In our Q2 2018 Investor Letter, I laid …
- 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…
- The Best Commodity Play Is Mining Royalty Investment CompaniesDuring his recent interview on The Acquirers Podcast with Tobias, Spencer Cole, CIO at Vox Royalty discussed Why The Best Commodity Play Is Mining Royalty Investment Companies. …
- David Einhorn: Value Stocks Starved Of CapitalIn their recent episode of the VALUE: After Hours Podcast, Taylor, Mitchell, and Carlisle discussed David Einhorn’s Q2 2021 Letter. Here’s an excerpt from the episode: Tobias: I…
- Stanley Druckenmiller: What Makes A Great InvestorIn his recent interview on the My First Million Podcast, Stanley Druckenmiller discussed what makes a great investor. Here’s an excerpt from the interview: Druckenmiller: So, wh…
- Rich Pzena 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.123) The Acquirers Podcast: Spencer Cole – Metal Royalty, Investing In Precious Metals Royalty And StreamingIn this episode of The Acquirers Podcast, Tobias chats with Spencer Cole, CIO at Vox Royalty. During the interview Spencer provided some great insights into: The Best Commodity …
- Stock In Focus – TAM Stock Screener – Louisiana-Pacific Corporation (NYSE: LPX)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…
- The Real Cause Of The Lumber SpikeIn their recent episode of the VALUE: After Hours Podcast, Taylor, Mitchell, and Carlisle discussed The Real Cause Of The Lumber Spike. Here’s an excerpt from the episode: Micha…
- Francis Chou: Buy Companies Where Intrinsic Value Is Growing, Rather Than Just Buying Below Intrinsic ValueIn his recent interview on the Ivey Business School 2021 Virtual Seminar, Francis Chou discussed the importance of buying companies where the intrinsic value is growing, rather …
- This Week’s Best Value Investing News, Research, Podcasts 8/6/2021This week’s best investing news: Inflation, Monetary Policy & Pandemics (Jamie Catherwood) What’s the point of hedge funds? (Verdad) Other People’s Mistakes (Collaborative Fund)…
- This Acquirers Multiple Stock Is Appearing In Ainslie, Druckenmiller, 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…
- Richard Thaler: Your Returns Are Not As Good As You Think They AreIn his recent interview on The Meb Faber Podcast, Richard Thaler explained why investment returns are not as good as you think they are, unless they are being risk-adjusted in s…