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- Howard Marks’ Top 10 Holdings (Q4 2020)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.111) The Acquirers Podcast: William Green – Richer, Wiser, Happier: Life Lessons From Twenty-Five Years Of Interviews With The World’s Greatest InvestorsIn this episode of The Acquirers Podcast, Tobias chats with William Green, author of Richer, Wiser, Happier: How the World’s Greatest Investors Win in Markets and Life. During t…- Acquirer’s Multiple Stock $PHM Appearing In Grantham, Royce, 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…
The Cheetah BottleneckIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Cheetah Bottleneck. Here’s an excerpt from the episode: Jake: All right, …- This Week’s Best Value Investing News, Research, Podcasts 4/23/2021Here’s a list of this week’s best investing news: Berkshire Hathaway Annual Meeting 2021 (ValueWalk) Inflated Fears (Jamie Catherwood) Testing a Countercyclical Approach to Asse…
- VALUE: After Hours (S03 E15): Ballantyne $BTN, Cheetahs, Options and Quiet, Expensive MarketsIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Ballantyne $BTN The Cheetah Bottleneck Cheap Company Buy-Backs Investing In Lumber …
- Stock In Focus – TAM Stock Screener – Innoviva Inc (NASDAQ: INVA)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…
Quality Brand MittelstandIn her recent interview on The Acquirers Podcast with Tobias, Linda Lebrun, Director of Finance & Investing Writer Recruitment at Substack, discussed Quality Brand Mittelstand. …- Pzena: 4 Reasons Why We’re Entering Into A Powerful Period For Value OutperformanceIn their latest Q1 2021 Market Commentary, Pzena Investsment Management provide four reasons why we’re entering into a powerful period of value outperformance. Here’s an excerpt…
- One Stock Superinvestors Are BuyingAs 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…
Finding One Foot HurdlesIn their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Finding One Foot Hurdles. Here’s an excerpt from the episode: Toby: It doesn’t …- Family Owned European StocksIn her recent interview on The Acquirers Podcast with Tobias, Linda Lebrun, Director of Finance & Investing Writer Recruitment at Substack, discussed Family Owned European Stock…
- Ron Baron: Poor Earnings Results Provide Investors With Great Opportunities To BuyIn his latest Q1 2021 Shareholder Letter, Ron Baron explains how long-term investors can benefit from poor quarterly earnings results to pick up some best-in-class businesses. H…
- Jim O’Shaughnessy: The Best Way For Investors To Control Their Psychology And EmotionsDuring his recent interview on The Profile Telegram Chat, Jim O’Shaughnessy provided some great insights into how investors can control their psychology and emotions when it com…
- 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…
- Insect GroupthinkIn their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Insect Groupthink. Here’s an excerpt from the episode: Jake: Okay, I’ve got a l…
- Portfolio Manager To SubstackIn her recent interview on The Acquirers Podcast with Tobias, Linda Lebrun, Director of Finance & Investing Writer Recruitment at Substack, discussed here journey from Portfolio…
- Francis Rochon: Missing Buying Opportunities By Being Too Precise On ValuationIn his recent Master Series interview, Francois Rochon discussed a number of topics including his investment edge, tech stock valuations, Berkshire, and how you can miss out on …