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Moore’s Law Will Comeback With Vengeance During his recent interview on The Acquirers Podcast with Tobias, Bernard Horn, founder of Polaris Capital Management discussed Moore’s Law Will Comeback With Vengeance. Here’…- Seth Klarman: The Greatest Challenge For Value InvestorsIn his book, Margin Of Safety, Seth Klarman discusses the greatest challenge for value investors. Here’s an excerpt from the book: Value investing is the discipline of buying se…
- Charlie Munger: Easy Money Is With Crooks And FoolsIn their latest interview with CNBC, Warren Buffett and Charlie Munger discussed a number of topics including the deal between Credit Suisse and Archegos Capital Management. Her…
- 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…
- The Secret Sauce Of Value InvestingDuring his recent interview on The Acquirers Podcast with Tobias, Bernard Horn, founder of Polaris Capital Management discussed The Secret Sauce Of Value Investing. Here’s an ex…
- Howard Marks: Investors Need To Take Uncomfortable, Idiosyncratic Positions To Achieve Superior ReturnsIn his recent interview on the Invest Like The Best Podcast, Howard Marks discussed why investors need to take uncomfortable, idiosyncratic positions to achieve superior returns…
Options Trading StrategiesIn their recent episode of the VALUE: After Hours Podcast, Taylor, Mitchell, Brewster, and Carlisle discussed Options Trading Strategies. Here’s an excerpt from the episode: Tob…- Real Estate GravityIn their recent episode of the VALUE: After Hours Podcast, Taylor, Mitchell, Brewster, and Carlisle discussed Real Estate Gravity. The insights shared on the VALUE: After Hours …
- Michael Mauboussin: The Impact Of Intangibles On Base RatesIn his latest paper titled – The Impact of Intangibles on Base Rates, Michael Mauboussin discusses how the dominance of intangibles will lead to higher growth and more dispersio…
- Bill Nygren: What Determines The Multiple You Should PayIn his latest interview on the Natixis Access Series, Bill Nygren discussed what determines the multiple you should pay. Here’s an excerpt from the interview: Nygren: Our view i…
- 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…
- Buy Low-Correlated Stocks During his recent interview on The Acquirers Podcast with Tobias, Bernard Horn, founder of Polaris Capital Management discussed Buying Low-Correlated Stocks. Here’s an excerpt…
- Dan Loeb: The Risks Of Using LeverageIn the book Alpha Masters, Dan Loeb discusses the risks of using leverage. Here’s an excerpt from the book: “If you take a 10 percent return in security and lever it up four tim…
- Michael Burry: Risk Management Doesn’t Need To Be ComplicatedIn his 2001 Shareholder Letter, Michael Burry provided a great passage on risk management, and why it doesn’t need to be complicated. Here’s an excerpt from the letter: Although…
- David Abrams Top 10 Holdings (Q1 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.119) The Acquirers Podcast: Bernard Horn – Global Master: International And Global Deep Value InvestingIn this episode of The Acquirers Podcast, Tobias chats with Bernard Horn, founder and principal at Polaris Capital Management. During the interview Bernard provided some great i…
- 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 6/25/2021This week’s best investing news: Inner Game with Steven Cohen (Stray Reflections) Gundlach Predicts Inflation Nearing 5% (Validea) Doctor Copper (Verdad) Warren Buffett Filing I…