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- Acquirer’s Multiple Stock $PBR Appearing In Marks, Simons, 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…
$CVNA Disrupting The Used Car IndustryDuring his recent interview with Tobias, Joe Frankenfield, Portfolio Manager at Saga Partners, discussed $CVNA Disrupting The Used Car Industry. Here’s an excerpt from the inter…
VALUE: After Hours (S02 E42): Mauboussin And UFO Cults, Small And Micro Value And Thematic InvestingIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Thematic Investing Mauboussin And The Rise Of Intangibles UFO Cults – When Prophecy…
Streaming Wars And The Future Of $CMCSADuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Streaming Wars And The Future Of $CMCSA. Here’s an excerpt from the episo…- $TTD Focusing Only On The “Buy Side” Of Online Advertising DemandDuring his recent interview with Tobias, Joe Frankenfield, Portfolio Manager at Saga Partners, discussed $TTD Trade Desk Inc – Focusing Only On The “Buy Side” Of Online Advertis…
- 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…
- David Einhorn: 10 Signs The Bubble Has Already PoppedIn his latest Q3 2020 Letter, David Einhorn discusses why he believes September 2, 2020 was the top and the bubble has already popped, which means investor sentiment is in the p…
- 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…
- Loeb’s Mickey Mouse Activism $DISDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Loeb’s Mickey Mouse Activism $DIS. Here’s an excerpt from the episode: To…
- Catching Compounders’ Inflection Point During his recent interview with Tobias, Joe Frankenfield, Portfolio Manager at Saga Partners, discussed Catching Compounders’ Inflection Point. Here’s an excerpt from the int…
- Tweedy Browne: Green Shoots Appearing For Value InvestingIn their latest Q3 2020 Market Commentary value investing firm provides some great insights on where they believe the ‘green shoots’ are starting to appear for value investors. …
- Bill Ackman’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…
Aswath Damodaran: 4 Reasons Why Value Investing Hasn’t Worked Over The Last DecadeIn his latest article Aswath Damodaran discusses four reasons why value investing hasn’t worked over the past decade and whether it’s time for value investors to consider the po…- (Ep.89) The Acquirers Podcast: Joe Frankenfield – Value Saga: Concentrated High-Growth Value InvestingIn this episode of The Acquirers Podcast Tobias chats with Joe Frankenfield, Portfolio Manager at Saga Partners. During the interview Joe provided some great insights into: Catc…
- Mark Leonard: Dealing With Potential Investments That Don’t Quite Meet Your Hurdle RateIn the 2017 Constellation Software President’s Letter, Mark Leonard discussed his process for dealing with potential investments that don’t quite meet their hurdle rate. Here’s …
- Stock In Focus – TAM Stock Screener – Criteo SA (NASDAQ: CRTO)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…
- Sushi Roll EconomicsDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Sushi Roll Economics. Here’s an excerpt from the episode: Jake: That’s ri…
- This Week’s Best Investing Articles, Research, Podcasts 10/23/2020Here’s a list of this week’s best investing reads: Early Work (Paul Graham) Psychology, Behavior & Markets (Jamie Catherwood) United States v. Google (Stratechery) A Quantitativ…