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- David Einhorn: The 3 Types Of Valuation Indifferent InvestorsIn his latest Greenlight Capital Q4 2020 Shareholder Letter, David Einhorn discusses why stocks become overvalued, citing three types of ‘valuation indifferent investors’ who do…
- This Week’s Best Value Investing News, Research, Podcasts 1/22/2021Here’s a list of this week’s best investing news: Investing in a Bubble (Verdad) A Confluence of Influence (Jamie Catherwood) The Seen and Unseen–Understanding Interest Rates (c…
- Julian Robertson: Find The 200 Best Companies In The World And Invest In ThemSome years ago Charlie Rose did a great interview with investing legend Julian Robertson in which he discussed a strategy that involved investing in the best 200 companies in th…
- Acquirer’s Multiple Stock $INGR Appearing In Dalio, Greenblatt, Einhorn 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 E02): St Petersburg Paradox, JPM’s Wide Value Spread, Risk And ValuationIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: The St. Petersburg Paradox JPM’s Wide Value Spread Risk And Valuation Invincible St…
The Stock Market SnowballDuring his recent interview with Tobias, Eric Cinnamond of Palm Valley Capital discussed The Stock Market Snowball. Here’s an excerpt from the interview: Tobias: It sounds to me…- Value Investing Parallels: The Late 1990s And NowDuring his recent interview with Tobias, Eric Cinnamond of Palm Valley Capital discussed Value Investing Parallels: The Late 1990s And Now. Here’s an excerpt from the interview:…
Internet Scale Businesses During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Internet Scale Businesses. If you are also managing an online business,…- 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…
- Rich Pzena: Momentum Is With ValueIn their latest Q4 2020 Market Commentary titled Momentum Is With Value, Pzena Investment Management discussed why they believe we are in the early stages of a value cycle due t…
- 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 Challenger “O” Ring DisasterDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Challenger “O” Ring Disaster. Here’s an excerpt from the episode: Jak…
- Chuck Akre: Hang On To Your WinnersIn his recent interview with Value Investor Insight, Chuck Akre discussed his stepping down from running the Akre Focus Fund at age 78, his successful approach to investing, and…
- Don’t Stress It, Press It: Tilt to GrowthDuring his recent interview with Tobias, Eric Cinnamond of Palm Valley Capital discussed Don’t Stress It, Press It: Tilt to Growth. Here’s an excerpt from the interview: Tobias:…
- Charles Munger 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…
- Tom Gayner: Four Lenses For Finding The Best OpportunitiesIn his recent interview on The Investors Podcast, Tom Gayner discussed the art of investing, why indexing has been overdone, and his four lenses for finding companies that deliv…
- (Ep.98) The Acquirers Podcast: Eric Cinnamond – Small Value 2 – Absolute Return Small Cap Value Management And SilverIn this episode of The Acquirers Podcast Tobias chats with Eric Cinnamond of Palm Valley Capital. During the interview Eric provided some great insights into: Don’t Stress It, P…
- Stock In Focus – TAM Stock Screener – PROG Holdings Inc (NYSE: PRG)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…