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- Cliff Asness: The Odds Are Getting Better For ValueHere’s a great interview with Cliff Asness on Bloomberg’s Front Row with Erik Schatzker. Asness discusses his faith in factors after 2 1/2 years of poor returns. He remains as c…
GMO’s Last DanceDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed GMO’s Last Dance. Here’s an excerpt from the episode: Tobias: It’s called…- This Week’s Best Value Investing News, Research, Podcasts 1/15/2021Here’s a list of this week’s best investing news: Political Conflict & Markets (Jamie Catherwood) The Irony of Growth (Verdad) Howard Marks: Something of Value (Oaktree) Cliff A…
- Acquirer’s Multiple Stock $QRTEA Appearing In Burry, Dalio, 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…
- David Einhorn: One Of My Biggest Investing Lessons From ‘The Druck’At the Value Investing Congress in 2009, David Einhorn gave a presentation titled – Liquor Before Beer… In the Clear”, in which his main topics included the two basic problems o…
- VALUE: After Hours (S03 E01): GMO’s Last Dance, Challenger “O” Ring And Internet-Scale BusinessesIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: GMO’s Last Dance The Challenger “O” Ring Disaster Internet Scale Businesses How To …
$DBX And That #2 IdeaDuring his recent interview with Tobias, Andrew Walker, Portfolio Manager at Rangeley Capital discussed $DBX And That #2 Idea. Here’s an excerpt from the interview: Tobias: How …- Marathon Asset Management: Value And Growth (2013)The book Capital Returns, edited by Edward Chancellor, provides a great collection of essays from Marathon Asset Management – some of which were written by the elusive investing…
- 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…
- Why #neversell Is CyclicalDuring his recent interview with Tobias, Andrew Walker, Portfolio Manager at Rangeley Capital discussed Why #neversell Is Cyclical. Here’s an excerpt from the interview: Tobias:…
- 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…
- Howard Marks: The False Dichotomy of Value and GrowthIn his most recent memo titled – Something of Value, Howard Marks discusses the false dichotomy of value and growth investing, which is best summarized by his quote from Warren …
- Bill Nygren: Strong Opinions Weakly HeldIn his recent Q4 2020 Market Commentary, Bill Nygren discussed his review of 2020, the rise of Barstool Sports’ Dave Portnoy as the new market guru, his sum-of-the-parts valuati…
- Howard Marks Top 10 Holdings (Q3 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.97) The Acquirers Podcast: Andrew Walker – Special Ops: SPACS, Dropbox, Transitioning From Small And Micro Deep Value To CompoundersIn this episode of The Acquirers Podcast Tobias chats with Andrew Walker, Portfolio Manager at Rangeley Capital. During the interview Andrew provided some great insights into: G…
- Opportunities In SPACs During his recent interview with Tobias, Andrew Walker, Portfolio Manager at Rangeley Capital discussed Opportunities In SPACs. Here’s an excerpt from the interview: Tobias: W…
- Stock In Focus – TAM Stock Screener – Humana Inc (NYSE: HUM)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…
- This Week’s Best Value Investing News, Research, Podcasts 1/8/2021Here’s a list of this week’s best investing news: Jeremy Grantham – Waiting For The Last Dance (GMO) End of Mean Reversion? (Saber) Two Worlds: So Much Prosperity, So Much Skept…