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VALUE: After Hours (S02 E43): Einhorn’s Bubble Hunting, Risk-Taking, And Lessons From Nuclear MeltdownsIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Risk-Taking & Bet Sizing Einhorn’s Bubble Hunting Lessons From Nuclear Meltdowns Ai…
The WantrepreneurDuring his recent interview with Tobias, multi-startup founder Chris Bakke from Laskie discussed The Wantrepreneur. Here’s an excerpt from the interview: Tobias: There was this …- Ray Dalio: “I Was Such An Arrogant Jerk!”Here’s a great presentation from Ray Dalio’s TED Talk a couple of years ago in which he shows a short clip of himself speaking to Congress, and Wall Street Week about his call o…
- 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…
UFO Cults – When Prophecy FailsDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed UFO Cults – When Prophecy Fails. Here’s an excerpt from the episode: Jake…- Value Hacking And The PivotDuring his recent interview with Tobias, multi-startup founder Chris Bakke from Laskie discussed Value Hacking And The Pivot. Here’s an excerpt from the interview: Tobias: I lov…
- Lazard’s: Shareholder Activism – ESG Will Become A “Trojan Horse” To Advance Campaigns Where Management Has FailedLazard’s recently released their Review of Shareholder Activism – Q3 2020 which included answers to the following questions: When will activism fully return? Who will be most vu…
- 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…
- Mauboussin And The Rise Of IntangiblesDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Mauboussin And The Rise Of Intangibles. Here’s an excerpt from the episod…
- From Real Estate Tech To Recruiting TechWelcome to the captivating world of real estate with a fascinating interview featuring multi-startup founder Chris Bakke, as he shares his remarkable journey “From Real Estate T…
- Terry Smith: The Ideal Company Doesn’t Pay A DividendIn his latest interview with Fund Insiders Forum De Tijd & L’Echo, Terry Smith discusses a number of topics including why the ideal company to invest in doesn’t pay a dividend. …
- Tom Gayner’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.90) The Acquirers Podcast: Chris Bakke – Startup Guru: Multiple Exit Entrepreneur On Raising And Investing Venture And Angel CapitalIn this episode of The Acquirers Podcast Tobias chats with Chris Bakke from Laskie. He’s a multiple startup founder. During the interview Chris provided some great insights into…
- This Week’s Best Investing Articles, Research, Podcasts 10/30/2020Here’s a list of this week’s best investing reads: The Great Equalizer (Verdad) Oh No, Here It Comes Again, That Funny Feeling (Epsilon Theory) Descriptions Aren’t Prescriptions…
- Thematic InvestingDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Thematic Investing. Here’s an excerpt from the episode: Bill: So, I’ve be…
- Stock In Focus – TAM Stock Screener – Oshkosh Corp (NYSE: OSK)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…
- Bill Nygren: The Right Time To Sell A StockIn the latest Graham and Doddsville Newsletter there’s a great interview with Bill Nygren in which his discusses a number of topics including the reasons to sell a stock. Here’s…
- AQR: Ways To Improve Your Active RiskIn their latest paper titled – Was That Intentional? Ways to Improve Your Active Risk, the team at AQR discuss a number of intentional and unintentional active risks, and how in…