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David Einhorn’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.117) The Acquirers Podcast: Gary Mishuris – Methodical Value, Process And Philosophy With An MIT-Educated Discretionary Value InvestorIn this episode of The Acquirers Podcast, Tobias chats with Gary Mishuris, the Managing Partner of Silver Ring Value Partners. During the interview Gary provided some great insi…- Charlie Ellis: What Made David Swensen Successful For DecadesIn his recent interview on the Capital Allocators Podcast, Charlie Ellis discussed the magic of David Swensen and what made him successful for decades. Here’s an excerpt from th…
Growth Back-On & What’s Next For ValueIn their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Growth Back-On. Here’s an excerpt from the episode: Tobias: We had a good lit…- Stock In Focus – TAM Stock Screener – Louisiana-Pacific Corporation (NYSE: LPX)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 6/4/2021Here’s a list of this week’s best investing news: Factor Investing in Commodities (Verdad) Raccoonery in Action (Epsilon Theory) Master Series: David Rolfe (Investment Masters C…
- Chris Cole: Constructing A Portfolio That Will Last 100 YearsIn his recent interview on The Mab Faber Podcast, Chris Cole discusses constructing a portfolio that will last one hundred years. Here’s an excerpt from the interview: So, what …
- This Acquirers Multiple Stock Is Appearing In Marks, Paulson, Ainslie 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: After Hours (S03 E21): LEAPs And Cash Hedges, Crypto And The Gold Rush, Growth Back OnIn this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: LEAPs And Cash Hedges Crypto And Lessons From The Gold Rush Growth…
The Real Reason The Fed Aims For 2% InflationDuring his recent interview on The Acquirers Podcast with Tobias, Colin Lancaster, author of Fed Up!: Success, Excess and Crisis Through the Eyes of a Hedge Fund Macro Trader di…- David Rolfe: Don’t Sell On Valuations & Pay Up A Bit For GrowthIn their latest Master Series at Investment Masters Class, David Rolfe discusses a number of topics including not selling stocks because of valuations, and paying up a bit for g…
- 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…
Deep Breathing Can Help Your InvestingIn their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Breathing Can Help Your Investing. Here’s an excerpt from the episode: Jake: …- What Makes Druckenmiller A Great Investor During his recent interview on The Acquirers Podcast with Tobias, Colin Lancaster, author of Fed Up!: Success, Excess and Crisis Through the Eyes of a Hedge Fund Macro Trader …
- 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…
- Hanging Out With Tom Gayner At The Markel Annual MeetingIn their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Hanging Out With Tom Gayner At The Markel Annual Meeting. Here’s an excerpt f…
- The Speculators Dream During his recent interview on The Acquirers Podcast with Tobias, Colin Lancaster, author of Fed Up!: Success, Excess and Crisis Through the Eyes of a Hedge Fund Macro Trader…
- Stanley Druckenmiller: Make Big Concentrated Bets When You Have A Lot Of ConvictionIn his latest interview with The Hustle, Stanley Druckenmiller discussed a number of topics including how the greatest investors make large concentrated bets when they have a lo…