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- 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…
Holding Multi-Baggers Means 30%, 40%, 50% DrawdownsIn their recent episode of the VALUE: After Hours Podcast, Taylor, Cassel, and Carlisle discussed If You Want To Hold A Multi-bagger, You Have To Hold A Multi-bagger. Here’s an …
Building A Buffett-Style Money MachineDuring his recent interview on The Acquirers Podcast with Tobias, Dan Zwirn, CEO of Arena Investors LP discussed Building A Buffett-Style Money Machine. Here’s an excerpt from t…- Cliff Asness: Sticking With Your Strategy When It Gets Really HardDuring the latest Management Conference ’21: Keynote Conversation with Cliff Asness, David Booth, and Eugene F. Fama, AQR’s Cliff Asness discusses the important of sticking with…
- 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…
- Modern Ben Graham InvestingDuring his recent interview on The Acquirers Podcast with Tobias, Dan Zwirn, CEO of Arena Investors LP discussed Modern Ben Graham Investing. Here’s an excerpt from the intervie…
- The Calendar PortfolioIn their recent episode of the VALUE: After Hours Podcast, Taylor, Cassel, and Carlisle discussed The Calendar Portfolio. Here’s an excerpt from the episode: Tobias: I have done…
- Charlie Munger: There’s Way Too Much Turnover In The Berkshire PortfolioDuring the latest Berkshire Hathaway Annual Meeting, Charlie Munger joked that there’s way too much turnover in the Berkshire portfolio. Here’s an excerpt from the meeting: Host…
- Ken Fisher’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.113) The Acquirers Podcast: Dan Zwirn – Modern Graham, Deep Value Global Special Situations, Asset, And Credit InvestmentsIn this episode of The Acquirers Podcast, Tobias chats with Dan Zwirn, CEO of Arena Investors LP. During the interview Dan provided some great insights into: Modern Ben Graham I…
- Chuck Akre: Never Sell Good BusinessesIn his latest interview with WCDS: Wakefield Country Day School, Chuck Akre discusses his never sell strategy, and why investors can pay higher multiples for growth companies in…
- Brian Bares: Uncover Great Investments Using Encore Performances And Razorblade ModelsThere’s some great interviews in the latest edition of the Graham & Doddsville Newsletter which include Brian Bares, Sean Stannard-Stockton, and Dan Rasmussen. Bares founded Bar…
- Investing Lessons From FalconryIn their recent episode of the VALUE: After Hours Podcast, Taylor, Cassel, and Carlisle discussed Investing Lessons From Falconry. Here’s an excerpt from the episode: Jake: All …
- Stock In Focus – TAM Stock Screener – Ingles Markets, Incorporated (NASDAQ: IMKTA)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 5/7/2021Here’s a list of this week’s best investing news: Berkshire Hathaway 2021 Annual Meeting Insights (BVI) A History of Commodity Booms & Busts (Jamie Catherwood) Crazy New Ideas (…
- Acquirer’s Multiple Stock $TGNA Appearing In Dalio, Greenblatt, Rogers 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 E17): Vale Charles De Vaulx, Falconry, and Journaling, InversionIn this episode of the VALUE: After Hours Podcast, Taylor, Cassel, and Carlisle chat about: Vale Charles De Vaulx Investing Lessons From Falconry The Calendar Portfolio If You W…
Buy Illiquid Risky Assets When High Yield Spreads Are WideDuring his recent interview on The Acquirers Podcast with Tobias, Dan Rasmussen of Verdad Capital discussed Buying Illiquid Risky Assets When High Yield Spreads Are Wide. Here’s…