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Building A Process To Make Better Investment DecisionsIn his recent interview with Tobias, Ted Seides from the Capital Allocators Podcast discussed Building A Process To Make Better Investment Decisions. Here’s an excerpt from the …
VALUE: After Hours (S03 E08): $Bitcoin Bulls, $TSLA Goes, $ARKK Goes, Bloomstran And $BRK.AIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: $TSLA And $ARKK – The Catalysts That Break The Market $Bitcoin Bulls Bloomstran And…- Terry Smith: Even If You Had Perfect Foresight You Could Not Predict The Market’s ReactionIn his recent Fundsmith Annual Shareholders’ Meeting, Terry Smith discussed market timing, and even if you had perfect foresight it would still be impossible to predict how the …
Warren Buffett’s Energy BetsDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Warren Buffett’s Energy Bets. Here’s an excerpt from the episode: Tobias:…- 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…
- How Capital Allocators Approach Style-DriftIn his recent interview with Tobias, Ted Seides from the Capital Allocators Podcast discussed How Capital Allocators Approach Style-Drift. Here’s an excerpt from the interview: …
- Charlie Munger: The Difficulty With Ordinary People Becoming Great InvestorsIn his recent 2021 Daily Journal Annual Meeting, Charlie Munger discussed his thoughts on ordinary people becoming great investors. Here’s an excerpt from the meeting: Question:…
- 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…
- Morality In InvestingDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Morality In Investing. Here’s an excerpt from the episode: Bill: Yeah, I …
- That Bet With BuffettIn his recent interview with Tobias, Ted Seides from the Capital Allocators Podcast discussed That Bet With Buffett. Here’s an excerpt from the interview: Ted: That was it. We’r…
- John Malone: I’m Not A Stock PickerIn his recent interview on the KindredCast Podcast, John Malone discussed a number of topics including why he doesn’t consider himself a stock picker. Here’s an excerpt from the…
Warren Buffett: “I’ll Pay You $10,000 For Your Dog By Giving You Two Of My $5,000 Cats”)In his most recent Berkshire Hathaway 2020 Annual Report, Warren Buffett discussed a number of topics including why Berkshire is different to the prototype conglomerate, and the…- Seth Klarman 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.104) The Acquirers Podcast: Ted Seides – Capital Allocator: Investing In Hedge Funds And The Bet With BuffettIn this episode of The Acquirers Podcast Tobias chats with Ted Seides from the Capital Allocators podcast. He’s also written a brand-new book called Capital Allocators. During t…
- Stock In Focus – TAM Stock Screener – AmerisourceBergen Corp. (NYSE: ABC)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…
- HeLa CellsDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed HeLa Cells. Here’s an excerpt from the episode: Jake: [chuckles] All righ…
- Ken Fisher: Don’t Mistake A Company’s Current Valuation As A Predictor Of Its Price In The FutureIn his latest commentary on whether technology stocks are overvalued, Ken Fisher says that investors should flip their PE’s into EP’s to get a better understanding of their true…
- This Week’s Best Value Investing News, Research, Podcasts 2/26/2021Here’s a list of this week’s best investing news: Charlie Munger Speaks At The DJCO Annual Meeting (Yahoo Finance) Technology & The Financial Printing Press (Jamie Catherwood) E…