Earlier this month Tobias did a great interview with Zach Abraham at KYR Radio to chat about his new book – The Acquirer’s Multiple. Simply click on the play button below to listen to the interview: The Acquirer’s Multiple: How the Billionaire Contrarians of Deep Value Beat the Market provides … Read More
This Week’s Best Investing Reads
Here is a list of this week’s best investing reads: Expert Judgment Or Lack Thereof (A Wealth of Common Sense) This is Not Normal (The Irrelevant Investor) It just got real (The Reformed Broker) Great Products vs. Great Businesses (Collaborative Fund) Tobias Carlisle Chats About His New Book – The Acquirer’s Multiple (KYR Radio) The Code of Hammurabi: The … Read More
Acquirer’s Multiple Screens – Updated Backtest Results – November 2017
We’ve just completed the updates to our backtest results for all of our Acquirer’s Multiple screens. Following is a summary of the results for our three major U.S. Stock Screens – The Large Cap, The All Investable, and The Small & Micro-Cap Screen. Since the last update in July 26, … Read More
Returns to The Acquirer’s Multiple® Screeners and The Best Value Stocks
[View the story “Week Beginning November 27th, 2017” on Storify]
Pitching Gilead $GILD from the large cap screen on The Investor’s Podcast
Back-to-back on The Investor’s Podcast with Stig and Preston talking about large cap screener stock Gilead GILD and my new book, The Acquirer’s Multiple: How the Billionaire Contrarians of Deep Value Beat the Market out now on Kindle and paperback.
This Week’s Best Investing Reads
Here is a list of this week’s best investing reads: Being in Control of Your Own Time (A Wealth of Common Sense) Q&A with Tom Jacobs editor of Fortunes in Special Situations in the Stock Market: The Authorized Edition (Abnormal Returns) A Little Knowledge is Dangerous (Of Dollars And Data) Spin Gold From Spinoffs: A … Read More
George Soros – I Would Rather Call Myself An Insecurity Analyst
One of our favorite investors here at The Acquirer’s Multiple is George Soros and one of my favorite Soros books is Soros on Soros: Staying Ahead of The Curve. The book interweaves financial theory and personal reminiscence, political analysis and moral reflection to offer a compelling portrait of the world (and its … Read More
Interview with Stig and Preston on The Investor’s Podcast
It was great to be back on The Investor’s Podcast with Stig and Preston talking about the market and my new book, The Acquirer’s Multiple: How the Billionaire Contrarians of Deep Value Beat the Market out now on Kindle and paperback.
Returns to The Acquirer’s Multiple® Screeners and The Best Value Stocks
[View the story “Week Beginning November 20th, 2017” on Storify]
This Week’s Best Investing Reads
Here’s a list of this week’s best investing reads: The Next Bear Market (A Wealth of Common Sense) Power Laws: How Nonlinear Relationships Amplify Results (Farnam Street) The Biggest Killer of Investment Returns (Safal Niveshak) Isaac Newton Learned About Financial Gravity the Hard Way (Jason Zweig) Findings from our Research on Applying Deep Learning to Long-Term Investing (Euclidean) … Read More
Robert Cialdini – Just How Do Uncertain Investors Pick Their Stocks
The simple truth is that a lot of investors don’t have the time or won’t make the time to research the companies in which they’re going to invest. So how do uncertain investors pick their stocks? One answer can be found in the book, Influence: The Psychology of Persuasion, by Robert Cialdini. … Read More
Lynch & Munger – Becoming A Better Investor Requires Thinking Outside Of Investing
A lot of investors believe that the more you can learn about investing and investing techniques the better you will be as an investor. A typical value investor might spend time studying the fundamental assumptions and approaches to value investing, techniques for assessing fundamental value – balance sheet and earnings … Read More
Carl Icahn: His Most Bizarre Acquisition Story
One of our favorite investors here at The Acquirer’s Multiple is Carl Icahn, and one of my favorite Icahn interviews is one he did with Dealbook. In this interview he shares his most bizarre acquisition story. It’s a story about ACF. Following is an excerpt which I have edited for … Read More
Returns to The Acquirer’s Multiple® Screeners and The Best Value Stocks
[View the story “Week Beginning November 13th, 2017” on Storify]
Marks on Taleb And The Self Inflicted Anxiety That Investors Create For Themselves
One of the best books ever written on investing is – Fooled by Randomness: The Hidden Role of Chance in Life and in the Markets, by Nassim Taleb. Howard Marks recommended the book in this interview with 5 Good Questions, saying: “I like the book Fooled by Randomness by Nassim Nicholas Taleb. … Read More
This Week’s Best Investing Reads
Here is a list of this week’s best investing reads: Considerations for Cashing Out of the Stock Market (A Wealth of Common Sense) Is This How The ‘Winner-Take-All’ Era Comes To An End? (The Felder Report) Bill Miller: What’s luck got to do with it? (Jason Zweig) Q&A with Tobias Carlisle Author of The Acquirer’s Multiple … Read More
Lou Simpson – Investors That Use Hot Tips Or Listen To CNBC Are Playing A Losers Game
Last week investing great Lou Simpson, former chief investment officer for Geico—a Berkshire Hathaway subsidiary, did a Q&A with Robert Korajczyk, a professor of finance at the Kellogg School to discuss his successful investment strategy. Simpson provides a warning to investors saying, “If somebody’s going to invest using hot tips, or … Read More
Interview with Tadas Viskanta’s Abnormal Returns
Here’s a fun Q&A with Tadas Viskanta on his incredible Abnormal Returns. First question and answer and then the link: AR: As you note early in the book, contrarian investing is based on the idea of mean reversion. I hate to be the ‘it’s different this time’ but is the … Read More
Li Lu – Investing Is About Intellectual Honesty. Know What You Don’t Know
One of our favorite value investors here at The Acquirer’s Multiple is Li Lu. He is the founder and Chairman of Himalaya Capital Management and was one of the student leaders of the 1989 Tiananmen Square student protests. He famously convinced Charlie Munger to become interested in BYD [a Chinese company which … Read More
Michael Burry – Search For Unpopular Companies That Look Like Road Kill
One of our favorite value investors here at The Acquirer’s Multiple is Michael Burry. Burry was the founder of the hedge fund Scion Capital, which he ran from 2000 until 2008. He later closed the fund to focus on his own personal investments. Burry was one of the first investors to … Read More