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- Terry Smith: Investors Should Focus On The Secular Drivers Of ‘Technology’ Companies When Evaluating ThemIn his 2020 Annual Letter, Terry Smith makes a great observation regarding todays ‘technology’ companies saying, “I would suggest that the secular drivers of these businesses ha…
- This Week’s Best Value Investing News, Research, Podcasts 1/29/2021Here’s a list of this week’s best investing news: The Grocery Store Puzzle (Verdad) Power Grab: Activists, Shorts & The Masses (Jamie Catherwood) Guy Spier – With Whom I Would I…
- Acquirer’s Multiple Stock $DHI Appearing In Dalio, Greenblatt, Druckenmiller 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…
VALUE: After Hours (S03 E03): Ketchup Physics, Pabrai and Marks Abandon Deep Value, Value vs QualityIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Ketchup Physics Pabrai And Marks Abandon Deep Value Value vs Quality Assuming The M…
Volmageddon or The VolpocalypseDuring his recent interview with Tobias, Jim Carroll, the @vixologist on Twitter and Senior Vice President and Portfolio Manager at Toroso Advisors, discussed Volmageddon or The…- Michael Mauboussin: The Importance Of Utilizing Base RatesIn his recent interview on the Decision Education Podcast, Michael Mauboussin discussed the importance of utilizing base rates in investing. Here’s an excerpt from the interview…
Invincible Stocks & Fragile BusinessesDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Invincible Stocks & Fragile Businesses. Here’s an excerpt from the episod…- 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…
- From Value Investor To Vixologist During his recent interview with Tobias, Jim Carroll, the @vixologist on Twitter and Senior Vice President and Portfolio Manager at Toroso Advisors, discussed From Value Inves…
- David Poppe: Why Investors Miss Out On 100x MultibaggersIn his latest shareholder letter, David Poppe of Giverny Capital discusses the reason why investors miss out of 100x multibaggers. Here’s an excerpt from the letter: A few month…
- 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…
- JPM’s Wide Value SpreadDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed JPM’s Wide Value Spread. Here’s an excerpt from the episode: Tobias: This…
- The Vol Tsunami Of 2020During his recent interview with Tobias, Jim Carroll, the @vixologist on Twitter and Senior Vice President and Portfolio Manager at Toroso Advisors, discussed The Vol Tsunami Of…
- Eric Cinnamond: No Country For Old Investors – We Don’t Have To Overpay!In his latest Q4 2020 Shareholder Letter, Eric Cinnamond discusses the disconnect between market valuations and fundamentals, adding as investors we have a choice, we don’t have…
- Paul Singer: The Irrationality Of Markets And InvestorsIn a recent interview on the Grant Williams Podcast, Paul Singer discussed a number of topics including the idea that markets are little more than mass experiments in psychology…
- (Ep.99) The Acquirers Podcast: Jim Carroll – Vixology – VIX And The Volatility Complex, VIX, VIV, UVXYIn this episode of The Acquirers Podcast Tobias chats with Jim Carroll. He’s the @vixologist on Twitter and Senior Vice President and Portfolio Manager at Toroso Advisors. Durin…
- Stock In Focus – TAM Stock Screener – Star Group LP (NYSE: SGU)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…
- The St. Petersburg ParadoxDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The St. Petersburg Paradox. Here’s an excerpt from the episode: Jake: I’v…