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Airlines At Ludicrous SpeedIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Airlines At Ludicrous Speed. Here’s an excerpt from the episode: Tobias: Well…- Jeffrey Gundlach: Your First Loss Is Your Best LossHere’s a great interview with Jeffrey Gundlach on Real Vision in which he discusses a number of topics including some of his biggest mistakes. Here’s an excerpt from the intervi…
- 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…
- Testosterone In InvestingIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Testosterone In Investing. Here’s an excerpt from the episode: Jake: This wee…
- Bill Ackman: PSH Is Not A Conglomerate Like BerkshireIn his latest 2020 Pershing Square Holdings Annual Report, Bill Ackman stresses PSH is not a conglomerate like Berkshire Hathaway. Here’s an excerpt from the letter: In this yea…
- Mark Leonard: How About A Thought ExperimentIn his 2015 letter to shareholders, Mark Leonard posed the following thought experiment: How about a thought experiment? Assume attractive return opportunities are scarce and th…
- David Abrams 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…
- VALUE: After Hours (S03 E11): Reopening Trade, Airlines At Ludicrous Speed, And Low T BirdsIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Testosterone In Investing Airlines At Ludicrous Speed Surely Price Matters Eventual…
- Jeremy Grantham: The Problem With Being ContrarianIn his recent interview on the Meb Faber Podcast, Jeremy Grantham discussed the problem with being contrarian. Here’s an excerpt from the interview: Grantham: Of course, I did w…
- Stock In Focus – TAM Stock Screener – Industrias Bachoco, S.A.B. de C.V (NYSE: IBA)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 3/26/2021Here’s a list of this week’s best investing news: Gilded Age or Roaring Twenties? (Jamie Catherwood) Warren Buffett’s $10 Billion Mistake (Reuters) Inflation, Overvaluation, and…
- Acquirer’s Multiple Stock $IMKTA Appearing In Burry, Grantham, 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…
$NPSNY, $TCEHY & HoldcosIn his recent interview with Tobias, Adrian Saville, Chief Executive at Cannon Asset Management discussed $NPSNY, $TCEHY & Holdcos. Here’s an excerpt from the interview: Tobias:…- Cliff Asness: The Replication Crisis That Wasn’tIn his latest piece titled – The Replication Crisis That Wasn’t, Cliff Asness recommends reading Larry Swedroe and Alpha Architect’s summary of his colleague’s new paper titled …
- Warren Buffett: “PCC Is Far From My First Error Of That Sort. But It’s A Big One”A recent article from Reuters reported Warren Buffett admitted that he “paid too much” for Precision Castparts, and “PCC is far from my first error of that sort. But it’s a big …
- Wes Gray, Tobias Carlisle, Jake Taylor: The Pros And Cons Of Cloning 13F’sIn their recent investing mastermind discussion on The Investors Podcast, Wes Gray, Tobias Carlisle, and Jake Taylor discussed a number of topics including Cathie Wood and ARK’s…
- 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…
- Neutralizing Macro RisksIn his recent interview with Tobias, Adrian Saville, Chief Executive at Cannon Asset Management discussed Neutralizing Macro Risks. Here’s an excerpt from the interview: Adrian:…