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(Ep.122) The Acquirers Podcast: Vivek Viswanathan – China A, Quantamental Investing In China “A” SharesIn this episode of The Acquirers Podcast, Tobias chats with Vivek Viswanathan, portfolio manager of the Rayliant Quantamental China Fund. During the interview Vivek provided som…- Charles Munger: 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…
- Stock In Focus – TAM Stock Screener – B2Gold Corp. (NYSEAMERICAN: BTG)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…
- This Week’s Best Value Investing News, Research, Podcasts 7/23/2021This week’s best investing news: ‘Big Short’ Investor Michael Burry Says Meme Stock Crash is Coming (Validea) Trend Following (Verdad) Enemies Real and Imagined (Epsilon Theory)…
Mise en Place Investing In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Mise en Place Investing. Here’s an excerpt from the episode: Jake: What we’…- Charlie Munger: The Power Of Extended ConfucianismIn this interview with HBO and the Kunhardt Film Foundation, Charlie Munger discusses the power of extended confucianism. Here’s an excerpt from the interview: Well he [Warren] …
- Warren Buffett: How To Trade DerivativesWhile Warren Buffett is famous for calling derivatives ‘financial weapons of mass destruction’, in his 2008 Shareholder Letter he explained his strategy for trading derivatives.…
- This Acquirers Multiple Stock Is Appearing In Greenblatt, Simons, Ainslie, 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 E27): Munger And Jack Ma, GMO’s Value Reversals, Mise en placeIn this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Munger And Jack Ma GMO’s Value Reversals Mise en place Investing H…
- George Soros: Building A Three-Dimensional PortfolioIn the book – Staying Ahead Of The Curve, George Soros explains how he built his three-dimensional portfolio to minimize risk and maximize opportunities. Here’s an excerpt from …
Dollar Cost Average Using OptionsDuring his recent interview on The Acquirers Podcast with Tobias, Tim Travis, founder and deep value investor at T&T Capital Management discussed Dollar Cost Average Using Optio…- Pzena: Value Doesn’t Need Inflation To WorkIn their latest Q2 2021 Market Commentary, Pzena discuss inflation, value investing, and the performance of cheap vs expensive stocks across inflationary environments. Here’s an…
- Stephen Mandel: Invest In Companies Undergoing Significant ChangeIn his recent interview on the Invest Like The Best Podcast, Stephen Mandel discusses his strategy of investing in companies that are undergoing significant multi-year change. H…
- 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…
- Inflation Ultimately Drives The FedDuring his recent interview on The Acquirers Podcast with Tobias, Tim Travis, founder and deep value investor at T&T Capital Management discussed Inflation Ultimately Drives The…
- Jeremy Grantham: The Link Between Value And RatesIn his latest interview on The Rules of Investing Podcast, Jeremy Grantham discusses the 1970s high inflation period and the link between value and rates. Here’s an excerpt from…
- Marrying Value With Options During his recent interview on The Acquirers Podcast with Tobias, Tim Travis, founder and deep value investor at T&T Capital Management discussed Marrying Value With Options.…
- David Poppe: How To Earn Good Returns When You Get Market Sentiment WrongIn his recent presentation at the Ben Graham VIII Annual Conference, David Poppe explains how you can still generate good returns over a longer time-frame, even if you get marke…