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- 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…
(Ep.121) The Acquirers Podcast: Tim Travis – Options & FinancialsIn this episode of The Acquirers Podcast, Tobias chats with Tim Travis, founder and deep value investor at T&T Capital Management. During the interview Tim provided some great i…- Dan Loeb: Top 10 Holdings, Top Buys & SellsOne 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…
- Guy Spier: Munger Sees What Others CannotIn his latest interview on the What Got You There Podcast, Guy Spier explains why he would like to sit down with Charlie Munger. Here’s an excerpt from the interview Spier: I wo…
- Julian Robertson: To Hit .400 Go Where The Pitching Is The WorstSome years ago, Julian Robertson did a great interview with the Graham & Doddsville Newsletter in which he discussed a number of topics including his investment philosophy, his …
- Michael Burry: Create Your Wish-List And Wait For Them To Hit Your Buy PriceIn his 2001 shareholder letter, Michael Burry discusses his strategy of creating a wish-list of companies and then waiting for them to hit his ‘buy’ price. Here’s an excerpt fro…
- Charlie Munger: When You Make A Mistake, Act Quickly To Get OutIn their recent interview with CNBC, Charles Munger and Warren Buffett discussed what to do when you know that you’ve made a mistake. Here’s an excerpt from the interview: BUFFE…
- Stock In Focus – TAM Stock Screener – Boise Cascade Co (NYSE: BCC)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…
Asymmetric ReturnsIn their recent episode of the VALUE: After Hours Podcast, Taylor, Mitchell, Brewster, and Carlisle discussed Asymmetric Returns. Here’s an excerpt from the episode: Mike: My pr…- This Week’s Best Value Investing News, Research, Podcasts 7/16/2021This week’s best investing news: Cash and Equivalents (Verdad) The Underrated Role of Behavior in Investing (Validea) What is Robinhood? (Epsilon Theory) Dealing With Mistakes (…
- Joel Greenblatt On Meeting Warren BuffettIn this interview on The Knowledge Project Podcast, Joel Greenblatt discusses what is was like to meet his idol Warren Buffett. Here’s an excerpt from the interview: I don’t kno…
- Calculating Return RatesIn their recent episode of the VALUE: After Hours Podcast, Taylor, Mitchell, Brewster, and Carlisle discussed Calculating Return Rates. Here’s an excerpt from the episode: Tobia…
- Buy Public Companies Using A VC MindsetDuring his recent interview on The Acquirers Podcast with Tobias, David Barr, President & CEO of Pender Capital Management discussed Buying Public Companies Using A VC Mindset. …
- This Acquirers Multiple Stock Is Appearing In Watsa, Dalio, Miller, 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…
- Longleaf Partners: Value’s Recent Pullback Is A Temporary BlipIn their latest Q2 2021 Market Commentary, Longleaf Partners believe that the recent pullback in value’s performance over the last month is a temporary blip. Here’s an excerpt f…
Aswath Damodaran: Greater Disclosure Is Hurting InvestorsIn his latest piece titled – Disclosure Dilemma: When more (data) leads to less (information)!, Aswath Damodaran explains why greater disclosure is actually hurting investors ra…- Howard Marks: Coping With A Falling PriceIn his book The Most Important Thing, Howard Marks discusses what happens in an investor’s psychology after buying a stock and it starts to drop in price. Here’s an excerpt from…
GMO: Value vs Growth ReversalsIn their latest Insights, GMO illustrates that the recent reversals from value to growth, and growth back to value, are set to reverse back to value, but not without some drawdo…