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Best Of 2020 – The Acquirers Podcast: Andrew Wilkinson – Berkshire.com, How Tiny Is Building The Berkshire Of The InternetAs part of our ‘Best of 2020 Acquirers Podcast Series’, earlier this year Tobias had a great interview with Andrew Wilkinson, co-founder of Tiny, which is a holding company for …- Richard Thaler: Investor Overconfidence Is A Fool’s ErrandIn a recent interview with Forbes, Richard Thaler discussed why overconfidence could be an investors biggest mistake. Here’s an excerpt from the interview: Let me first say that…
- Rory Sutherland: (I Can’t Get No) SatisficingIn Rory Sutherland’s book – Alchemy: The Surprising Power of Ideas That Don’t Make Sense, he discusses ‘satisficing’, which basically means we tend to look for products/brands t…
- Seth Klarman’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: John Huber – Business Analyst, Concentrated High-Quality In A Modern Buffett PartnershipAs part of our ‘Best of 2020 Acquirers Podcast Series’, earlier this year Tobias had a great interview with John Huber, Managing Partner at Saber Capital Management, an investme…- Warren Buffett: How Fisher’s Scuttlebutt Method Changed My LifeDuring the 1998 Berkshire Hathaway meeting, Warren Buffett was asked about his use of Fisher’s scuttlebutt method: ” When you’ve identified a business that you consider to warra…
- Stock In Focus – TAM Stock Screener – Louisiana-Pacific Corporation (NYSE: LPX)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 12/4/2020Here’s a list of this week’s best investing news: Value Investing: A History (Jamie Catherwood) How To Think For Yourself (Paul Graham) Beyond Yield (Verdad) Russian Nesting Dea…
Horsebetting – Crist Is The GOAT On ValueDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Horsebetting – Crist Is The GOAT On Value. Here’s an excerpt from the epi…- Tweedy Browne: If History Is Any Indicator Value Is Set To ReboundIn their latest 2020 Semi-Annual Report, Tweedy Browne provides some great insights into why if history is any indicator value investing is set to rebound, should active manager…
- Acquirer’s Multiple Stock $INTC 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 E47): Investors Be Thankful, Horsebetting, And Buffett’s Hitting Coach MungerIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Horsebetting – Crist Is The GOAT On Value Investors Be Thankful Buffett’s Hitting C…
Evaluate The Company’s Industry, Capacity & DemandCrane scales play a vital role in various industries, aiding in the accurate measurement and assessment of weight. As Stephen Clapham discussed in his interview, understanding c…
Long-Lived InstosDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Long-Lived Instos. Here’s an excerpt from the episode: Jake: All right, v…- Use Simple Charts To Measure Investor SentimentDuring his recent interview with Tobias, Stephen Clapham, author of The Smart Money Method, discussed Using Simple Charts To Measure Investor Sentiment. Here’s an excerpt from t…
- 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…
- Bill Ackman: Investors Make Truly Great Returns In A Handful Of NamesIn this interview with Reuters, Bill Ackman provides some great insights into why investors should remain concentrated and not diversify. Here’s an excerpt from that interview: …
- Michael Mauboussin: How To Get Positive Expected Value On Your SideIn Michael Mauboussin’s book – More Than You Know – he shares a great story about Paul DePodesta and Michael Lewis at a Vegas casino and the lessons investors can learn about ge…