Part 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 their portfolios. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, … Read More
The Trend Is Your Friend: Momentum Investing
During his recent interview with Tobias, Maj Soueidan, President and Co-Founder at Geoinvesting discussed Momentum Investing. Here’s an excerpt from the interview: Maj: I got off track, I’m sorry. I think we are at a point now where it’s– the smart money is starting to find these companies, and the retail investors are … Read More
VALUE: After Hours (S02 E24): Price Drives Diligence, The Right Size II, Bankruptcy Gamblers
In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Price Drives Diligence The Right Size II Bankruptcy Gamblers Why Has The Pendulum Swung So Far Against Concentration? Davey Day Trader Direct Democracy Value Unusually Undervalued Right Now Druck Missed It Again Good Investors Consider … Read More
Opportunities In The Decimated Aerospace Value Chain
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Opportunities In The Decimated Aerospace Value Chain. Here’s an excerpt from the episode: Bill: I think the aerospace value chain, because it’s super decimated as many of you may know, all 10 of you. I … Read More
The China Fraud
During his recent interview with Tobias, Maj Soueidan, President and Co-Founder at Geoinvesting discussed The China Fraud. Here’s an excerpt from the interview: Tobias: Is it just the States? Do you look globally because you’re GeoInvesting? Maj: Yes. When I launched Geo, the intent was to go– we’ll go everywhere and then we … Read More
One Stock Superinvestors Are Buying Or Holding (17)
As 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 Screeners, based on their latest 13F’s. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth … Read More
Peter Lynch: The Amateur Investors Inferiority Complex
Firstly a big H/T to The Dividend Growth Investor for sharing this awesome collection of articles written by Peter Lynch for Worth Magazine in the 1990’s. They’re a must read for all investors. There’s one article in particular which provides some great insights into how amateur investors suffer from an … Read More
George Soros: Top Buys, Top Sells (Q1 2020)
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 their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More
John Hempton: What Makes Shorting Frauds Fundamentally Very Dangerous
Famed short seller John Hempton, CIO of Bronte Capital, recently did an interview with Global Capital in which he discussed how and where to find fraudulent companies, short selling during the pandemic, and what makes shorting frauds fundamentally very dangerous. Here’s an excerpt from the interview: Q. You short a … Read More
Being The Right Size In Investing, Competition, And Growth
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Being The Right Size In Investing, Competition, And Growth. Here’s an excerpt from the episode: Jake: Yes, it’s veggie time. We’re gonna be talking about an article—or I guess an essay, you would call it, … Read More
Finding Great Opportunities In Tier One Microcaps
During his recent interview with Tobias, Maj Soueidan, President and Co-Founder at Geoinvesting discussed Finding Great Opportunities In Tier One Microcaps. Here’s an excerpt from the interview: Tobias: It’s been a bit of tough time to be a small micro-cap investor. It’s such a beaten-up, bombed-out part of the market at the … Read More
Chuck Akre: Top 10 Holdings (Q1 2020)
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 their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More
Charles Munger: Successful Investing Using Organized Uncommon Sense
In a recent interview titled – Inner Conversations with the Titans, Charlie Munger, Stewart Resnick, and Dick Ridordan sat down with Dr Sabrina Kay to discuss life, wealth, and the future. During the interview Munger was asked how he makes successful investment decisions. Here’s an excerpt from the interview: Q. … Read More
(Ep.71) The Acquirers Podcast: Maj Soueidan – Micro Machine, Nano And Micro Caps, China Short, Tier One Micro Caps
In this episode of The Acquirer’s Podcast Tobias chats with Maj Soueidan, President and Co-Founder at Geoinvesting. During the interview Maj provided some great insights into: Finding Great Opportunities In Tier One Microcaps The China Fraud The Trend Is Your Friend: Momentum Investing How To Make Money With Penny Stocks … Read More
Stock In Focus – TAM Stock Screener – Taro Pharmaceutical Industries Ltd. (NYSE: TARO)
As part of a new series here at The Acquirer’s Multiple, we’re providing a new feature called ‘Stock in Focus‘ where we focus on one of the stocks from our Stock Screeners. One of the cheapest stocks in our Stock Screeners is Taro Pharmaceutical Industries Ltd. (NYSE: TARO). Taro Pharmaceutical Industries Ltd … Read More
The Art Of Mastering Investing
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Art Of Mastering Investing. Here’s an excerpt from the episode: Tobias : I thought you’re gonna let me gather my thoughts. Well, it’s inspired a little bit by Anthony Jeselnik when he appeared on … Read More
This Week’s Best Investing Articles, Research, Podcasts 6/12/2020
Here’s a list of this week’s best investing reads: Ten reasons the “second wave” hasn’t spooked the markets (yet) (The Reformed Broker) 5 Signs This Might Be a New Bull Market (A Wealth Of Common Sense) Growth vs value investing: the gap widens (FT) Why We’re Blind to Probability (Collaborative Fund) Jeremy Siegel … Read More
TAM Stock Screener – Stocks Appearing In Greenblatt, Pzena, Cohen Portfolios
Part 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 their portfolios. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, … Read More
Michael Mauboussin: The Math of Value and Growth
Michael Mauboussin recently wrote a paper titled – The Math of Value and Growth in which he discusses how valuations change as assumptions about growth, return on incremental invested capital, and the discount rate vary. These changes are discussed in terms of P/E multiples and discounted cash flow models which … Read More
VALUE: After Hours (S02 E23): Mastering Investing, The Right Size, Aerospace Decimation
In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: The Art Of Mastering Investing Opportunities In The Decimated Aerospace Value Chain The Right Size In Investing. Competition, And Growth The Market Can Leave The Smartest People Behind What Are Your Chances Of Being A … Read More