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- Seth Klarman: Successful Investing Means Not Caring About Where The Stock Trades In-BetweenIn this presentation to Bruce Greenwald’s class, Value Investing With Legends, in March 2018 Seth Klarman discussed the competitive edges that his firm had developed in order to…
Focus On Free Cash Flow On Invested Tangible CapitalDuring his recent interview with Tobias, Kyler Hasson, Portfolio Manager at Delta Investment Management discussed Focusing On Free Cash Flow On Invested Tangible Capital. Here’s…- Mauboussin & Duke On Luck And Getting Better At QuittingIn this short conversation between Michael Mauboussin and Annie Duke they discuss the role of luck, from the perspective of the decider, and why we need to get better at quittin…
- Silver Ring Value Partners: Ben Graham On Buying The Latest Market Darlings At Any PriceIn his latest Q3 2020 letter to investors, Gary Mishuris, Managing Partner at Silver Ring Value Partners, provides some great answers for value investors who are asking the foll…
- 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…
Einhorn’s Bubble HuntingDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Einhorn’s Bubble Hunting. Here’s an excerpt from the episode: Tobias: Ein…- Tax Conscious CompoundersDuring his recent interview with Tobias, Kyler Hasson, Portfolio Manager at Delta Investment Management discussed Tax Conscious Compounders. Here’s an excerpt from the interview…
- Bill Miller: Traditional Value Names Set To Take OffIn his latest interview with CNBC, value investor Bill Miller discusses why he believes traditional value names are set to take off. Here’s an excerpt from the interview: Questi…
- Jim Chanos: The World Of Short Selling Has Gotten Sillier And SillierIn his latest interview with Hedgeye Investing Summit, renowned short seller Jim Chanos discusses why the world of short selling has gotten sillier and sillier saying: Chanos: F…
- Rich Pzena’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.91) The Acquirers Podcast: Kyler Hasson – Compound Quality: Tax Conscious Compounders, Quality, Growth, And ValueIn this episode of The Acquirers Podcast Tobias chats with Kyler Hasson, Portfolio Manager at Delta Investment Management. During the interview Kyler provided some great insight…
- Alta Fox: Makings of a MultibaggerAlta Fox recently released its Q3 2020 commentary which includes a section titled “Makings of a Multibagger” and the Goal for Constant Improvement. Here’s an excerpt from the co…
- GMO: Value Investing Is a Paradox…Just Like 1999GMO recently released its latest commentary titled – Tonight, We Leave The Party Like It’s 1999, which includes the similarities for value investing between what we’re seeing to…
- Stock In Focus – TAM Stock Screener – United Therapeutics Corporation (NASDAQ: UTHR)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…
- Risk-Taking & Bet SizingDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Risk-Taking & Bet Sizing. Here’s an excerpt from the episode: Bill: I had…
- This Week’s Best Investing Articles, Research, Podcasts 11/6/2020Here’s a list of this week’s best investing reads: Schrodinger’s Market (Jamie Catherwood) Common Probability Errors to Avoid (Farnam Street) Presidential Terms & Market Cycles …
- David Einhorn: Focus On Low ROEs In Capital Intensive BusinessesIn David Einhorn’s 2006 speech at the Value Investing Congress he provided some great insights on the importance of focusing on low ROEs in capital intensive businesses. Here’s …
- Acquirer’s Multiple Stock $CAH Appearing In Pzena, Greenblatt, Simons 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…