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A Lesson In Option Pricing In their recent episode of the VALUE: After Hours Podcast, Taylor, Mitchell, Brewster, and Carlisle discussed A Lesson In Option Pricing. Here’s an excerpt from the episode: M…- Warren Buffett Comments On His Annual Contribution Of Berkshire Hathaway Shares To Five FoundationsWarren Buffett recently contributed another $4.1 Billion to five foundations. Following are his comments on philanthropy and philanthropists: Today is a milestone for me. In 200…
- This Acquirers Multiple Stock Is Appearing In Russo, Simons, Greenblatt 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 Is Going To Be MomentumDuring his recent interview on The Acquirers Podcast with Tobias, Vincent Deluard, Director – Global Macro Strategy at StoneX Group Inc discussed Value Is Going To Be Momentum. …
VALUE: After Hours (S03 E24): Option Pricing, $AMC, Lumber, Gravity and Real EstateIn this episode of the VALUE: After Hours Podcast, Jake Taylor, Mike Mitchell, Bill Brewster, and Tobias Carlisle chat about: Option Pricing Real Estate Gravity Jeff Moore – Dis…- Steve Cohen: 3 Rules To Avoid Losing MoneyIn his latest interview with Stray Reflections, Steve Cohen discusses the three rules to avoid losing money. Here’s an excerpt from the interview: Cohen: Listen, you’re going to…
- 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…
What’s Going To Kill This Market?In their recent episode of the VALUE: After Hours Podcast, Mitchell, Brewster, and Carlisle discussed What’s Going To Kill This Market? Here’s an excerpt from the episode: Micha…
Inflation Is Good News For Value Investors During his recent interview on The Acquirers Podcast with Tobias, Vincent Deluard, Director – Global Macro Strategy at StoneX Group Inc discussed Inflation Is Good News For Va…- Robert Cialdini: One Aspect Of Buffett’s BrillianceIn his latest interview on the Masters In Business Podcast, Robert Cialdini discusses one aspect of Buffett’s brilliance. Here’s an excerpt from the interview: RITHOLTZ: I recal…
- Sequoia: Bet Big When You Think You’re Right!In his latest interview on the Invest Like The Best Podcast, John Harris, Managing Partner of Ruane, Cunniff & Goldfarb, and the flagship Sequoia Fund discussed how his lack of …
- 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…
Why Good Management Is The Most Important Factor In An InvestmentIn their recent episode of the VALUE: After Hours Podcast, Mitchell, Brewster, and Carlisle discussed Why Good Management Is The Most Important Factor In An Investment. Here’s a…
The Nuclear Winter Of The 60/40 PortfolioDuring his recent interview on The Acquirers Podcast with Tobias, Vincent Deluard, Director – Global Macro Strategy at StoneX Group Inc discussed The Nuclear Winter Of The 60/40…- Joel Greenblatt’s 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.118) The Acquirers Podcast: Vincent Deluard – Impossible Growth: Gold, Inflation, Value And Hypergrowth “MAGA” Stocks With A Global MacroIn this episode of The Acquirers Podcast, Tobias chats with Vincent Deluard, Director – Global Macro Strategy at StoneX Group Inc. During the interview Vincent provided some gre…- Howard Marks: The Investing Landscape Has Changed For Value InvestorsIn his latest interview on the Q&A Speaker Series Event at Brown University, Howard Marks provides a great example of the changing landscape for value investors. Here’s an excer…
- Joel Greenblatt: Why Spinoffs Provide Attractive Returns For ShareholdersIn his book – You Can Be A Stockmarket Genius, Joel Greenblatt discussed why spinoffs provide attractive returns for shareholders. Here’s an excerpt from the book: Another reaso…