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- Matt Levine: The Boredom Markets HypothesisIn his recent article on Bloomberg, Matt Levine discussed the current craziness in markets citing Gamestop, Non-fungible tokens, and the surge in crypto. He also discussed his ‘…
(Ep.115) The Acquirers Podcast: Adam Mead – History Buffett: The Complete Financial History Of Berkshire HathawayIn this episode of The Acquirers Podcast, Tobias chats with Adam Mead, author of The Complete Financial History of Berkshire Hathaway. During the interview Adam provided some gr…- Michael Burry’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…
- Stock In Focus – TAM Stock Screener – SciPlay Corp (NASDAQ: SCPL)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…
- Royce: What To Look For In Dividend-Paying Small CapsIn this interview, Chuck Royce and Miles Lewis from Royce Investment Partners discuss a number of topics including, refining their dividend value approach, what they look for in…
Michael Mauboussin: The Economics of Customer BusinessesIn his latest paper titled – The Economics of Customer Businesses, Calculating Customer-Based Corporate Valuation, Michael Mauboussin discusses a robust framework called ‘custom…- This Week’s Best Value Investing News, Research, Podcasts 5/21/2021Here’s a list of this week’s best investing news: The Best Macro Indicator (Verdad) Fierce Nerds (Paul Graham) Fear is the mind-killer: secular growth stocks are becoming increa…
Crypto Net-NetsIn their recent episode of the VALUE: After Hours Podcast, Braziel, Hoffstein, and Carlisle discussed Crypto Net-Nets. Here’s an excerpt from the episode: Tobias: You want to ta…- This Acquirers Multiple Stock Is Appearing In Dalio, 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…
Bridgeway: Small-Value Stocks Still Have Room To RunIn their latest Perspectives, Bridgeway Capital say, “after the tremendous run of large and growth stocks over the last decade, we believe small-value stocks still have room to …
GMO: Why Today’s Highfliers Are So Likely To Fall Back To EarthIn their latest Q1 2021 Quarterly Letter, GMO say, “that speculation is a much bigger driver in the stock market today than is normally the case.” The result may lead to today’s…- VALUE: After Hours (S03 E19): Crypto Special Situation, Value vs Growth and Momentum, Wild SwingsIn this episode of the VALUE: After Hours Podcast, Thomas Braziel, Corey Hoffstein, and Tobias Carlisle chat about: Crypto Net-Nets Growth Got Crushed Crypto Arbitrage $ARKK Dro…
The Impact Of Crypto On GoldDuring his recent interview on The Acquirers Podcast with Tobias, Sean Fieler, CIO of Equinox Partners discussed The Impact Of Crypto On Gold. Here’s an excerpt from the intervi…- Joel Greenblatt: What Makes A Great InvestorIn his latest interview on The Knowledge Project Podcast, Joel Greenblatt discussed what makes a great investor. Here’s an excerpt from the interview: (3:09) I think it’s a comb…
GMO: Value’s Turn: Eerie Parallels To 1999In their latest Insight titled – Value’s Turn: Eerie Parallels To 1999, the team at GMO believe that value’s recent outperformance over growth is set to continue based on the ee…- 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…
- Chris Mayer: Value & Growth ‘Labels’ Are UselessIn his latest conversation with the India Investment Conference, Chris Mayer discussed the misuse of labels in finance and investing, and why one investor’s growth stock can be …
Should You Get Paid For Holding $BRK.A?In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Should You Get Paid For Holding $BRK.A? Here’s an excerpt from the episode: T…