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- Acquirer’s Multiple Stock $SNX Appearing In Einhorn, Greenblatt, 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 E49): High-Growth Reinvestment, Active Investment, And Magic NumbersIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: High-Growth Reinvestment Magic Numbers Active Investment Create A Buy List Stunning…
Valuing $PYPLDuring his recent interview with Tobias, Elliot Turner, Managing Partner at RGA Investment Advisors and Twitter guru discussed Valuing $PYPL. Here’s an excerpt from the intervie…- 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…
$SPR & Investor BehaviorDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed $SPR & Investor Behavior. Here’s an excerpt from the episode: Bill: Yeah.…- Charles Munger: Today’s High-Tech Companies Will Eventually Get ClobberedOn his recent Caltech Webinar, Charles Munger provided some great insights into the lifespan of today’s high-tech companies. His belief is that while these companies will enjoy …
- Valuing $TWTRDuring his recent interview with Tobias, Elliot Turner, Managing Partner at RGA Investment Advisors and Twitter guru discussed Valuing $TWTR. Here’s an excerpt from the intervie…
- Daniel Kahneman: Finance Professionals Are More Conducive To OverconfidenceSome years ago Daniel Kahneman and Gary Klein wrote a paper titled – Conditions for intuitive expertise: a failure to disagree, in which they explored the differences between tw…
- Michael Burry: Volatility Does Not Determine RiskIn his April 2001 Shareholder Letter, Michael Burry issued a stern warning to his shareholders who may have been upbeat about the fact the Scion Value Fund had beaten the S&P 50…
Tobias Carlisle Interview: Business Brew PodcastHere’s a recent interview with Tobias Carlisle on The Business Brew Podcast with host Bill Brewster. This is great opportunity to hear both the lads chatting casually about all …- 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…
- Solitude & LeadershipDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Solitude & Leadership. Here’s an excerpt from the episode: Jake: Yeah. Al…
- Low-Turnover Compounding During his recent interview with Tobias, Elliot Turner, Managing Partner at RGA Investment Advisors and Twitter guru discussed Low-Turnover Compounding. Here’s an excerpt from…
- Bill Miller: Value Investing In High-Tech Growth CompaniesHere’s a piece from Janet Lowe’s book – The Man Who Beats The S&P, in which Bill Miller provides some great insights into valuing high-tech growth companies. Here’s an excerpt f…
Broyhill: Value Set For Sweet RevengeIn their latest market outlook, Broyhill discusses the unprecedented dispersion between the ‘haves’ and the ‘have-nots’, notable examples of current market madness, and why valu…
Boyar’s Forgotten Forty Report 2020Each year, Boyar Research publishes their Forgotten Forty Report featuring the forty stocks that they believe have the greatest potential for capital appreciation in the year ah…- Joel Greenblatt’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…
- (Ep.95) The Acquirers Podcast: Elliot Turner – Low Turner: Low-Turnover Compounding And Valuing Twitter And PayPalIn this episode of The Acquirers Podcast Tobias chats with Elliot Turner, Managing Partner at RGA Investment Advisors. He is the Twitter guru. During the interview Elliot provid…