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Inflation And ValueDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Inflation And Value. Here’s an excerpt from the episode: Tobias: Yeah, I’…- This Week’s Best Investing Articles, Research, Podcasts 10/16/2020Here’s a list of this week’s best investing reads: Elections and Markets (Jamie Catherwood) This Time Was Different (Irrelevant Investor) Activist Investor Dan Loeb on Why Disne…
- Peter Lynch: In Investing Your Stomach Is More Important Than Your BrainIn his interview with PBS, Peter Lynch provided a number of great insights into his successful investing approach including why your stomach is more important than your brain in…
- Eric Cinnamond: Value Investors Spinning Their Wheels While Suckerfish Get A Free RideIn their latest Q3 2020 Market Commentary Eric Cinnamond and Jayme Wiggins at Palm Valley Capital provide an interesting analogy of what it’s like to be a value investor while p…
- Acquirer’s Multiple Stock $HWM Appearing In Romick, Gabelli, 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…
- VALUE: After Hours (S02 E40): Inflation And Value, Puggy Pearson’s Portfolio, Aerospace And $SPRIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Inflation And Value Puggy Pearson’s Portfolio The Definition Of Value Absolute Vers…
Should Michael Burry Have Been Fired?During his recent interview with Tobias, David Horn, Adjunct Professor of Applied Value Investing at Columbia Business School, discussed Should Michael Burry Have Been Fired?. H…- Howard Marks: Comparing Today’s Tech Goliaths With The Nifty FiftyIn his latest memo titled – Coming Into Focus, Howard Marks included a great piece on comparing today’s tech goliaths with the Nifty Fifty. Marks makes the point that while the …
- 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…
Allergic To HypeDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Allergic To Hype. Here’s an excerpt from the episode: Bill: There’s somet…- Greenwald – “We Didn’t Get Growth Right!”During his recent interview with Tobias, David Horn, Adjunct Professor of Applied Value Investing at Columbia Business School, discussed Greenwald – “We Didn’t Get Growth Right!…
- Joel Greenblatt: Investors Should Focus On Causation Not CorrelationIn his recent interview with Barry Ritholtz on The Masters In Business Podcast, Joel Greenblatt discussed his not-for-profit charter school, alternative credentials, too big to …
- Lindsell Train: The Investor’s Dilemma – How Long To Hang On To WinnersIn their latest Q2 2020 market commentary Lindsell Train, the company co-founded by Nick Train and Michael Lindsell, provided some great insights into the age old dilemma that f…
- 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…
- The Big ConDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Big Con. Here’s an excerpt from the episode: Tobias: I might punt a l…
- Endogenous Versus Exogenous Rates Of ReturnDuring his recent interview with Tobias, David Horn, Adjunct Professor of Applied Value Investing at Columbia Business School, discussed Endogenous Versus Exogenous Rates Of Ret…
- Adam Smith: Somebody ‘Must’ Know Something We Don’tIn Adam Smith’s book The Money Game, there’s a great piece in which he discusses the ‘logic’ of the market. Here’s an excerpt from the book: Logic, to an outsider, would say tha…
- Eugene Fama: There’s No Such Thing As Behavioral FinanceIn his recent interview with The Market NZZ Eugene Fama discussed interest rates, inflation, oil prices, and why he’s not a believer in behavioral finance. Here’s an excerpt fro…