Has The Internet Changed Value-Investing Forever?

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During his recent interview with Tobias, Marcelo Lima, managing member of Heller House, discusses whether software-as-a-service has changed value investing from what Warren Buffett had traditionally done? Here’s an excerpt from the interview: Tobias Carlisle: How do you make the leap to value investment from there? Marcelo Lima: Yeah, great … Read More

(Ep.38) The Acquirers Podcast: Marcelo Lima – Growth Underwriter, Software-As-A-Service (SAAS), And Intrinsic Value

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Summary In this episode of The Acquirer’s Podcast Tobias chats with Marcelo Lima. He is the managing member of Heller House, who follow the time-tested strategies of Graham, Dodd and Buffett; invest with a considerable margin of safety in easily understandable, sustainable businesses. During the interview Marcelo provided some great … Read More

Ken Fisher: Q3 2019 Top 10 Holdings

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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

Ray Dalio: Q3 2019 Top 5 New Buys, Top 5 Sells

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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

This Week’s Best Investing Articles, Research, Podcasts 11/15/2019

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Here’s a list of this week’s best investing reads: What Happens Next After Stocks Are Up Big? (A Wealth of Common Sense) Berkshire Hathaway earnings; Buffett’s Investment Was Blocked by BofA’s Call Center; The Making of the World’s Greatest Investor (Whitney Tilson) Markets Where Only Fools Rush in (Jason Zweig) Surveys Are Mostly Bullshit … Read More

Richard Pzena: “The Longer And Deeper The Anti-Value Cycle, The Greater The Recovery For Undervalued Stocks When Markets Eventually Normalize.”

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Richard Pzena has just released his firm’s Q3 2019 Commentary, in which he discusses the similarities between today’s extended bull market, and the period leading up to 1998, and what that means for value investors, saying: “History has demonstrated that the longer and deeper the anti-value cycle, the greater the … Read More

Investors Can Calculate Compounding Trajectory In Asian Companies, Based On The Disruption Created In Developed Markets

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During her recent interview with Tobias, Rashmi Kwatra, founder and CIO of Sixteenth Street Capital, discusses how investors can calculate compounding trajectory in Asian companies, based on the disruption created in developed markets. Here’s an excerpt from the interview: Tobias Carlisle: You say that you’re looking for sectors that can … Read More

The Leapfrog Effect: Fast-Growing Emerging Economies Can Take Advantage Of Technological Advances, Bypassing Traditional Infrastructure Building

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During her recent interview with Tobias, Rashmi Kwatra, founder and CIO of Sixteenth Street Capital, discusses ‘The Leapfrog Effect’ – how fast-growing emerging economies can take advantage of technological advances, bypassing traditional infrastructure building. Here’s an excerpt from the interview: Tobias Carlisle: When you are looking at these companies, are … Read More

(Ep.37) The Acquirers Podcast: Rashmi Kwatra – Emerging Value, Value In South-East Asian Emerging Markets

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Summary In this episode of The Acquirer’s Podcast, Tobias chats with Rashmi Kwatra. She is the founder and CIO of Sixteenth Street Capital, which invests in emerging markets using a Buffett-style approach. During the interview Rashmi provided some great insights into: How To Discover Compounders In Growth Emerging Markets (GEMs) … Read More

Tweedy Browne: Q3 2019 Top 10 Holdings

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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

(Ep.36) The Acquirers Podcast (Bonus): Ian Cassel Interviews Tobias Carlisle

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Summary In this episode of The Acquirer’s Podcast Ian Cassel steps into the hosts seat to interview Tobias Carlisle. Ian is the Founder of MicroCapClub and Intelligent Fanatics Capital Management. During the interview Tobias provided some great insights into: What Was The Catalyst For The Acquirer’s Multiple? Why Does Value Under-Perform During Market … Read More

Is Value Investing A Bet Against Tech?

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During his recent interview with Tobias, Jack Forehand, Partner at Validea Capital Management, discusses whether value investing is a bet against tech. Here’s an excerpt from the interview: Tobias Carlisle: And the final argument that you made is that value is a bet against tech, which that certainly seems to … Read More