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The Biggest Winners Are UndervaluedDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Biggest Winners Are Undervalued . Here’s an excerpt from the podcast:…
Buffett’s $AAPL TradeIn his recent interview with Tobias, Christopher Bloomstran of Semper Augustus discussed Buffett’s $AAPL Trade. Here’s an excerpt from the interview: Tobias: I’m not entirely su…- David Gardner: When To Sell Your LosersIn this presentation on the RBI Podcast, David Gardner discusses when you sell your losers. Here’s an excerpt from the presentation: You can ask yourself this on a regular basis…
- Howard Marks: There Is No Magic Answer, No Solution (Other Than Superior Skill)In his latest memo titled – 2020 in Review, Howard Marks discusses the extremes compiled in financial markets in 2020, and emphasises the point of the difficulty in finding good…
- 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…
- Parking Cash In BerkshireDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Parking Cash In Berkshire. Here’s an excerpt from the podcast: Jake: He’s…
- Misplaced Criticism Of BerkshireIn his recent interview with Tobias, Christopher Bloomstran of Semper Augustus discussed the Misplaced Criticism Of Berkshire. Here’s an excerpt from the interview: Tobias: What…
- Lindsell Train: Perpetual Growth Stocks Don’t Actually Exist In Real LifeIn their latest Investment Insights article titled – Rational Numbers, Lindsell Train discuss why perpetual growth stocks don’t actually exist in real life. Here’s an excerpt fr…
- Bill Ackman 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.106) The Acquirers Podcast: Christopher Bloomstran – Buffett Watch: Warren Buffett’s 2021 Letter And Berkshire Hathaway ValuationIn this episode of The Acquirers Podcast Tobias chats with Christopher Bloomstran of Semper Augustus. During the interview Chris provided some great insights into: The Misplaced…
- Michael Burry’s 4 Book Recommendations For Value InvestorsBack in 1997 on the Silicon Investor Message Board, Michael Burry provided four book recommendations for value investors. Here’s an excerpt from the thread: Rather than explain …
- Charles Munger: The Main Secret Of The Berkshire ConglomerateFIn this interview at the University of Michigan, Charles Munger explains why Berkshire is the world’s most successful conglomerate. Here’s an excerpt from the interview: That’s…
- Stock In Focus – TAM Stock Screener – West Fraser Timber Co. Ltd. (NYSE: WFG)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…
- $BRK.A / $BRK.B and TechDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed $BRK.A / $BRK.B and Tech. Here’s an excerpt from the podcast: Bill: The o…
- This Week’s Best Value Investing News, Research, Podcasts 3/12/2021Here’s a list of this week’s best investing news: Curious Speculations: Collectibles & NFTs (Jamie Catherwood) On Inflation (Verdad) The Best Way to Rob a Bank (Epsilon Theory) …
- Acquirer’s Multiple Stock $MO Appearing In Berkowitz, Russo, 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 Impact Of Corporate Governance On Business JudgmentIn his recent interview with Tobias, Lawrence Cunningham, author of several books including The Essays of Warren Buffett, Dear Shareholder, and Quality Shareholders. discussed T…- VALUE: After Hours (S03 E09): Bumper Warren Buffett $BRK.A $BRK.B Berkshire Hathaway Letter EditionIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Berkshire’s Unwillingness To Swing At Tech Taking Duration Risk Berkshire’s Equity …