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$TYL vs $DJCODuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed $TYL vs $DJCO. Here’s an excerpt from the podcast: Bill: No, it’s Tyler. …- Terry Smith: How To Select Companies That Will Perform Well In The FutureIn Terry Smith’s book – Investing for Growth, he discusses how he selects companies that will perform well in the future. Here’s an excerpt from the book: Even if they were not …
- 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…
The African CenturyIn his recent interview with Tobias, Adrian Saville, Chief Executive at Cannon Asset Management discussed The African Century. Here’s an excerpt from the interview: Tobias: It’s…- Small, Cheap, Junk RallyDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Small, Cheap, Junk Rally. Here’s an excerpt from the podcast: Tobias: The…
- Bill Gurley: Close Your Eyes And Forget About Your WinnersDuring his recent interview with Barry Ritholz on the Masters In Business Podcast, legendary venture-capital investor Bill Gurley discusses why investors should close their eyes…
- (Ep.107) The Acquirers Podcast: Adrian Saville – African Value: Value Investing Across African And Other Frontier MarketsIn this episode of The Acquirers Podcast Tobias chats with Adrian Saville, Chief Executive at Cannon Asset Management. During the interview Adrian provided some great insights i…
- Terry Smith 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…
- Paul Tudor Jones: The Second You Feel You’re Good, You’re Dead!In the book – Market Wizards by Jack Schwager, there’s a great interview with Paul Tudor Jones. During the interview Tudor Jones discusses the trading rules that he lives by. He…
- Stock In Focus – TAM Stock Screener – Kirkland Lake Gold Ltd (NYSE: KL)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…
- Bonsais and InvestingDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Bonsais and Investing. Here’s an excerpt from the podcast: Jake: All righ…
- This Week’s Best Value Investing News, Research, Podcasts 3/19/2021Here’s a list of this week’s best investing news: Howard Marks Memo – 2020 in Review (Oaktree) Lindsell Train – Rational Numbers (Lindsell Train) Modern Issues, Old Solutions (J…
- Acquirer’s Multiple Stock $HPQ Appearing In Grantham, Wood, 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…
$BRK.B’s Share RepurchasesIn his recent interview with Tobias, Christopher Bloomstran of Semper Augustus discussed $BRK.B’s Share Repurchases . Here’s an excerpt from the interview: Tobias: There’s a few…- VALUE: After Hours (S03 E10): Bonsais and Investing; Portfolio Management; Small, Cheap, Junk RallyIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Bonsais and Investing Portfolio Management Small, Cheap, Junk Rally $TYL vs $DJCO T…
- Bloomberg: Value Stocks A Week Away From A ‘Holy Grail’ Momentum BoostA recent article at Bloomberg discusses how value stocks are morphing into momentum stocks, and are weeks away from the ‘holy grail’ of a momentum boost. Here’s an excerpt from …
- Ken Fisher: Success Has A Thousand Fathers, But Failure Is A BastardEarlier in the week we provided 4 book recommendations from Michael Burry, one of which was Super Stocks by investing legend Ken Fisher. In the book Super Stocks Fisher provides…
- 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…