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- Acquirer’s Multiple Stock $ABC Appearing In Dalio, Simons, Grantham 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 (S02 E51): 2020 Year In Review, Baby Carrots-Zugzwang, Twitter CrowdsourcingIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Baby Carrots-Zugzwang The Future For Value Investing Is Twitter Mr Market? Investin…- 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…
Stock Market OperatorsDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Stock Market Operators. Here’s an excerpt from the episode: Bill: I don’t…
Best Of 2020 – The Acquirers Podcast: Connor Haley – Micro Master, Long/Short Micro Cap Compounders, And ChessAs part of our ‘Best of 2020 Acquirers Podcast Series’, earlier this year Tobias had a great interview with Connor Haley. Connor is the Founder of Alta Fox Capital Management an…- 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…
Invincible IndustrialistsDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Invincible Industrialists. Here’s an excerpt from the episode: Tobias: Bi…
Best Of 2020 – The Acquirers Podcast: Chris Mittleman – Severe Value, Mittleman Brothers, Aimia, And Two Decades Of ValueAs part of our ‘Best of 2020 Acquirers Podcast Series’, earlier this year Tobias had a great interview with Chris Mittleman. He’s the CIO, founder of Mittleman Brothers. During …- Terry Smith 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…
Best Of 2020 – The Acquirers Podcast: Tweedy Browne – Long Term, Celebrating The 100-Year Anniversary Of One Of The Most Storied Names In ValueAs part of our ‘Best of 2020 Acquirers Podcast Series’, earlier this year Tobias had a great interview with five members of the legendary value firm Tweedy Browne. These include…- Stock In Focus – TAM Stock Screener – DHT Holdings Inc (NYSE: DHT)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…
Treasure HuntingDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Treasure Hunting. Here’s an excerpt from the episode: Jake: Anyway, all r…- This Week’s Best Value Investing News, Research, Podcasts 12/25/2020Here’s a list of this week’s best investing news: Tesla, ‘Passive’ & Herding (Jamie Catherwood) The Reasonable Optimist (Collaborative Fund) A Gut Punch (Cliff Asness) The Essen…
- John Malone: Finding The Greatest Opportunities In The “Ambiguous Middle”In his 2014 Shareholder Letter, Liberty’s John Malone discussed a number of topics including finding opportunities in the ‘ambiguous middle’. Here’s an excerpt from the letter: …
- Acquirer’s Multiple Stock $KGC Appearing In Ainslie, Greenblatt, Eveillard 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 (S02 E50): Treasure Hunting, Invincible Industrialists, And Stock Market OperatorsIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Treasure Hunting Invincible Industrialists Stock Market Operators Valuing $SHOP $LS…- Tom Gayner: An Invalueable Lesson From Shelby DavisSeveral years ago Tom Gayner did a great interview with MOI Global in which he discussed a number of topics including some of the mistakes that investors make which stop them fr…
- 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…