Blog
Page 303
(Ep.116) The Acquirers Podcast: Colin Lancaster – Fed Up!: Excess And Crisis Through The Lens Of Global Macro And Central BanksIn this episode of The Acquirers Podcast, Tobias chats with Colin Lancaster, author of Fed Up!: Success, Excess and Crisis Through the Eyes of a Hedge Fund Macro Trader. During …
Bill Ackman’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…- Bruce Greenwald: No Chance Tesla Will Dominate The Car Market In 20 YearsAs the electric car industry continues to grow, Tesla has emerged as one of the most prominent players in the market. However, according to Bruce Greenwald, a professor at Colum…
- Stock In Focus – TAM Stock Screener – PROG Holdings Inc (NYSE: PRG)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 5/28/2021Here’s a list of this week’s best investing news: Times of Fraud, Mania & Chicanery (Jamie Catherwood) The Rise and Fall of Commodity Indices (Verdad) Icahn on Inflation, Invest…
- Carl Icahn: What It Takes To Be A Truly Successful ActivistIn his latest interview with Bloomberg, Carl Icahn discusses a number of topics including what it takes to be a truly successful activist. Here’s an excerpt from the interview: …
- This Acquirers Multiple Stock Is Appearing In Gabelli, Simons, And 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…
Will The Small Value Rally Continue?In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Will The Small Value Rally Continue? Here’s an excerpt from the episode: Tobi…- VALUE: After Hours (S03 E20): Will the Small Value Rally Continue? Markel and The Body Keeps the ScoreIn this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Will The Small Value Rally Continue? Hanging Out With Tom At The M…
Buffett’s Strategy Of Having No StrategyDuring his recent interview on The Acquirers Podcast with Tobias, Adam Mead, author of The Complete Financial History of Berkshire Hathaway discussed Buffett’s Strategy Of Havin…- One Stock Superinvestors Are Buying Or HoldingWhile doing this research we’ve also uncovered a number of common stocks that investing gurus have recently bought, or continuing to hold in their portfolios, according to their…
Value Becoming MomentumIn their recent episode of the VALUE: After Hours Podcast, Braziel, Hoffstein, and Carlisle discussed Value Becoming Momentum. Here’s an excerpt from the episode: Corey: And the…- Berkshire Hathaway: The World’s Greatest ConglomerateDuring his recent interview on The Acquirers Podcast with Tobias, Adam Mead, author of The Complete Financial History of Berkshire Hathaway discussed Berkshire Hathaway: The Wor…
- Buffett’s Mastery In Capital Allocation During his recent interview on The Acquirers Podcast with Tobias, Adam Mead, author of The Complete Financial History of Berkshire Hathaway discussed Buffett’s Mastery In Capi…
- Growth Got Crushed!In their recent episode of the VALUE: After Hours Podcast, Braziel, Hoffstein, and Carlisle discuss how Growth Got Crushed. Here’s an excerpt from the episode: Tobias: I’ve been…
- 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…
- Bill Ackman: Creating Our Own Berkshire HathawayIn his latest interview with the Fifth Avenue Synagogue, Bill Ackman discusses how he’s structured Pershing Square to be the same as Berkshire Hathaway. Here’s an excerpt from t…
- Dan Sundheim: Shorting Against Aggressive Retail GamblersIn his latest interview at Sohn 2021, D1 Capital’s Dan Sundheim discussed the difficulty of shorting in a market where retail investors are aggressively gambling on stocks. Here…