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$ZM Fatigue & Growth ForecastsDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed $ZM Fatigue & Growth Forecasts. Here’s an excerpt from the episode: Bill:…
Best Of 2020 – The Acquirers Podcast: Ian Cassel – Intelligent Fanatic, A Masterclass In Microcap InvestingAs part of our ‘Best of 2020 Acquirers Podcast Series’, earlier this year Tobias had a great interview with Ian Cassel. Ian is the Founder of MicroCapClub and Intelligent Fanati…- Cliff Asness: Value Investing – The Reason It Will Continue To Work Is Because It Doesn’t Always WorkCliff Asness had just written another great piece titled – A Gut Punch, in which he discusses, this year, “with its two very different phases (January to October and November to…
- Warren Buffett: 1959 ActivistIn Alice Schroeder’s book – The Snowball, she recounts a great story about Warren Buffett, the twenty nine year old activist, who was fed up with Sanborn Board members refusing …
- Jeremy Siegel: Value Will Outperform Growth In 2021In his recent annual interview with Advisor Perspectives, Wharton Professor of Finance Jeremy Siegel discussed a number of topics including bond yields, secular changes, movemen…
- 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…
- Stunning Valuations $TTD, $PTONDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Stunning Valuations $TTD, $PTON. Here’s an excerpt from the episode: Tobi…
Best Of 2020 – The Acquirers Podcast: Dan McMurtrie – SuperMugatu – Long/Short Equity, Bangladesh Venture Capital, And Millennial DatingAs part of our ‘Best of 2020 Acquirers Podcast Series’, earlier this year Tobias had a great interview with Dan McMurtrie. He’s the Founder of the Long/Short hedge fund Tyro Par…- Michael Mauboussin: The Trouble with Earnings and Price/Earnings MultiplesSome years ago Michael Mauboussin and Alfred Rappaport released a great paper titled – The Trouble with Earnings and Price/Earnings Multiples, in which they discuss the shortcom…
- Prem Watsa: Insane Valuations!! The Best Days Are Ahead For Value InvestorsHere’s a recent article from the Globe and Mail titled – Fairfax CEO Prem Watsa touts traditional value investing amid frenzy for tech stocks like Shopify, in which Prem Watsa s…
- David Einhorn’s 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: Cliff Asness – Cliff’s Perspective, Systematic Value. Do Fundamentals Matter?As part of our ‘Best of 2020 Acquirers Podcast Series’, earlier this year Tobias had a great interview with Cliff Asness, Co-Founder of AQR. During the interview Cliff provided …- Charles Munger: 6 Traits Of Being A Great InvestorIn his recent Caltech webinar, Charles Munger was asked, what are the traits of being a great investor? Here’s his response: Charlie: Obviously you have to know a lot. But partl…
- Stock In Focus – TAM Stock Screener – Smith & Wesson Brands Inc (NASDAQ: SWBI)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…
- High-Growth ReinvestmentDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed High-Growth Reinvestment. Here’s an excerpt from the episode: Tobias: Yes…
- This Week’s Best Value Investing News, Research, Podcasts 12/18/2020Here’s a list of this week’s best investing news: Charlie Munger – Caltech Webinar (Caltech) Siren Songs: IPOs & SPACs (Jamie Catherwood) Earnestness (Paul Graham) Capturing Exc…
- Jeff Auxier: Warren Buffett Told Me To Get Far Away From Wall Street And Move To A FarmHere’s a great interview with Jeff Auxier on Value Investing Live, in which he discusses a conversation he had with Warren Buffett, who recommended that he get as far away from …
- Jake Taylor: How To Know If You’re A Skillful Or Lucky InvestorIn his recent interview on the InvestED Podcast, Jake Taylor, co-host on our Value After Hours Podcast provided a great hack on how to know if you have skill or you’re just luck…