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- This Week’s Best Value Investing News, Research, Podcasts 2/19/2021Here’s a list of this week’s best investing news: Emerging Markets: Slow Growth, High Volatility (Verdad) Financial Innovation & Historical Recap (Investor Amnesia) Howard Marks…
Bill Ackman Returned 70.2% 2020, Averaging 16.9% Since InceptionIn the recently released Pershing Square Annual Investor Update, Bill Ackman disclosed that PSH returned 70.2% for 2020, compared to 18.4% for the S&P500: His biggest contributi…- Acquirer’s Multiple Stock $MSGN Appearing In Burry, Greenblatt, Simons 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…
Fundamental Inflection PointsDuring his recent interview with Tobias, Matt Joass from Maven Funds discussed Fundamental Inflection Points. Here’s an excerpt from the interview: Matt: But thankfully, the new…
VALUE: After Hours (S03 E06): $TSLA Buys $BTC, ARK’s Presentation On The Future, And RobinhoodIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: $TSLA Buys $BTC ARK’s Presentation On The Future Musk vs Buffett Robinhood Should I…- Jeremy Grantham: What I Learned From Chasing ‘Rocket Ship’ StocksIn his latest interview with Meb Faber, Jeremy Grantham relays a story about a time early in his career when he was chasing ‘rocket ship’ stocks. It was a defining lesson in his…
- 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…
Sperm Whale StoicismDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Sperm Whale Stoicism. Here’s an excerpt from the episode: Jake: [laughs] …- High Growth At A DiscountDuring his recent interview with Tobias, Matt Joass from Maven Funds discussed High Growth At A Discount. Here’s an excerpt from the interview: Tobias: What’s an ideal position?…
- Mark Leonard: It’s Time To Lower Hurdle RatesIn his latest letter to shareholders, Mark Leonard has converted from his long held philosophy to maintain his current hurdle rates which means he can now invest all of the cash…
- 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…
- Robinhood’s Trading HaltDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Robinhood’s Trading Halt. Here’s an excerpt from the episode: Jake: Do yo…
- “S” Adoption CurvesDuring his recent interview with Tobias, Matt Joass from Maven Funds discussed “S” Adoption Curves. Here’s an excerpt from the interview: Matt: Yeah. We think a lot about the li…
- Tom Gardner: How To Be A Value Investor TodayIn his latest interview with Dave Lee on Investing, Tom Gardner discussed value investing today and how it’s changed from the days of Peter Lynch saying, “That wasn’t the case d…
- (Ep.102) The Acquirers Podcast: Matt Joass – Growth Maven: “S” Adoption Curves, High Growth, And The Motley FoolIn this episode of The Acquirers Podcast Tobias chats with Matt Joass from Maven Funds. During the interview Matt provided some great insights into: “S” Adoption Curves High Gro…
- Jim Simons 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…
- Joel Greenblatt: It’s Not Only What’s In Front Of You Today But What Might Be In Front Of You Six Months From NowIn his recent interview with Howard Marks on Real Vision, Joel Greenblatt discussed the impact of interest rates on asset prices, whether this time is different, how accounting …
- Stock In Focus – TAM Stock Screener – Innoviva Inc (NASDAQ: INVA)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…