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Validate Ideas With A Red TeamDuring his recent interview with Tobias, Matthew Sweeney, Managing Partner at Laughing Water Capital, discussed Validating Ideas With A Red Team. Here’s an excerpt from the inte…
VALUE: After Hours (S02 E41): Sushi Roll Economics, Loeb’s Mickey Mouse Activism $DIS, $CMCSAIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Sushi Roll Economics Loeb’s Mickey Mouse Activism $DIS Streaming Wars And The Futur…- Acquirer’s Multiple Stock $TSN Appearing In Dalio, Pzena, Greenblatt 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…
- Alluvial Capital: Finding Bargains That Fly Under The RadarIn his latest Q3 2020 Letter Dave Waters, founder of Alluvial Capital, provided some great insights on how investors can find bargains that fly under the radar. Here’s an excerp…
- Rich Pzena: The Day Is Coming For Value InvestingIn his latest Q3 2020 earnings call, Pzena Asset Management CEO Rich Pzena outlined his reasons why the day is coming for value investing. Here’s an excerpt from that call: Pzen…
- Christopher Mayer: 3 Key Ingredients Of A 100 BaggerChris Mayer, the co-founder at Woodlock House Family Capital, and author of 100 Baggers: Stocks That Return 100-to-1 and How To Find Them, recently released a great article titl…
- Matthew Sweeney: Finding “Ugly Ducking” Companies That Are Actually SwansTobias recently interviewed Matthew Sweeney, the Managing Partner at Laughing Water Capital on The Acquirers Podcast. Coincidentally, Sweeney recently released his Q3 2020 Lette…
- 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…
Absolute Versus Relative ValueDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Absolute Versus Relative Value. Here’s an excerpt from the episode: Jake:…- Focus On Economic Drivers Instead Of Forward EarningsDuring his recent interview with Tobias, Matthew Sweeney, Managing Partner at Laughing Water Capital, discussed Focusing On Economic Drivers Instead Of Forward Earnings. Here’s …
- John Templeton: The Principle Of Maximum PessimismI’ve just finished reading a great book titled – Sir John Templeton: From Wall Street to Humility Theology, by Robert Hermann which provides some great insights into the life an…
- This One Stock Is Popular With Investing GurusAs 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…
- Puggy Pearson’s PortfolioDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Puggy Pearson’s Portfolio. Here’s an excerpt from the episode: Jake: All …
- The Value SpectrumDuring his recent interview with Tobias, Matthew Sweeney, Managing Partner at Laughing Water Capital, discussed The Value Spectrum. Here’s an excerpt from the interview: Tobias:…
- (Ep.88) The Acquirers Podcast: Matthew Sweeney – Value Spectrum: Concentrated Small And Micro, Event-Driven Long-Short Value InvestingIn this episode of The Acquirers Podcast Tobias chats with Matthew Sweeney, Managing Partner at Laughing Water Capital. During the interview Matthew provided some great insights…
- C.T. Fitzpatrick: Investors Should Compile A List Of ‘MVP’ Companies And WaitOne of the value investing firms we like to follow closely is Vulcan Value Partners, founded by C.T. Fitzpatrick, which currently has $12.7 Billion in assets under management in…
- Chris Bloomstran: Disney’s Myriad Of Capital Allocation OptionsIn response to Dan Loeb’s letter to Disney, Chris Bloomstran has written his own letter to Disney CEO Robert A. Chapek, encouraging him to “not act by reflexively endorsing the …
- Stock In Focus – TAM Stock Screener – Propetro Holding Corp (NYSE: PUMP)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…