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- Rob Arnott: Rebalancing Alpha Is The Dominant Engine For Incremental ReturnIn his latest interview on the Masters In Business Podcast, Rob Arnott discussed development of his ‘fundamental index’ and why “rebalancing alpha is the dominant engine in incr…
(Ep.110) The Acquirers Podcast: Linda Lebrun – Substacking: From Portfolio Manager To Fintech, Fintwit And SubstackIn this episode of The Acquirers Podcast Tobias chats with Linda Lebrun, Director of Finance & Investing Writer Recruitment at Substack. During the interview Linda provided some…- Ray Dalio 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…
- Howard Marks: Value Investors Should Think About Fast Growing CompaniesIn his recent interview on The Korea Economic Daily Global Edition, Howard Marks discussed why he believes value investors should think bigger, and consider investing in fast gr…
- Stock In Focus – TAM Stock Screener – SYNNEX Corporation (NYSE: SNX)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…
Charlie Munger Buys $BABAIn their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Charlie Munger Buys $BABA. Here’s an excerpt from the episode: Toby: Well, shou…- David Einhorn: Has The Tide Turned From Growth to Value?In his latest Q1 2021 Shareholder Letter, David Einhorn discusses the Fed, performance drag on the short side, what fuelled the GME short squeeze, and indications that the tide …
- This Week’s Best Value Investing News, Research, Podcasts 4/16/2021Here’s a list of this week’s best investing news: The World’s Top 10 Hedge Fund Managers by Earnings (Visual Capitalist) Li Lu: Value Investing in China, Full Transcript (Lattic…
- Acquirer’s Multiple Stock $VALE Appearing In Marks, Fisher, Druckenmiller 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…
Elliott & Appaloosa Formidable In Distressed DebtIn their recent episode of The Acquirers Podcast with Tobias, Max Frumes and Sujeet Indap, co-authors of The Caesars Palace Coup discussed Elliott & Appaloosa Formidable In Dist…- VALUE: After Hours (S03 E14): Bill’s Rant, Charlie Munger Buys Alibaba $BABA, Ant And Bee IntelligenceIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Charlie Munger Buys $BABA Insect Groupthink Finding One Foot Hurdles Buffett Consul…
- Eric Cinnamond: Lemmings ManiaIn his latest Q1 2021 Market Commentary, Eric Cinnamond describes the current market mania as similar to that of the 1991 Lemmings video game. Meanwhile, for those who are strug…
- Michael Mauboussin: MEROI – Bridging Accounting and ValuationIn his latest paper titled – Market-Expected Return on Investment (MEROI), Michael Mauboussin explains why MEROI, which measures the return at which the present value of a compa…
- 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…
Undervalued Quality ResurgenceIn this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Undervalued Quality Resurgence. Here’s an excerpt from the episode: Toby: All …- Which Creditors Get Paid First?In their recent episode of The Acquirers Podcast with Tobias, Max Frumes and Sujeet Indap, co-authors of The Caesars Palace Coup discussed Which Creditors Get Paid First? Here’s…
- Peter Cundill’s Investment Advice To Warren BuffettIn the book – Routines and Orgies, The Life of Peter Cundill, Financial Genius, Philosopher, and Philanthropist, there’s a great passage which includes a response by Peter Cundi…
- Stephen Mandel: Finding Scuttlebutt On Company ManagementIn his recent interview on the Family Centers’ Titan Series, Stephen Mandel discussed a number of topics including how he finds scuttlebutt on a company’s management, in additio…