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- Charles Munger’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.87) The Acquirers Podcast: David Horn – Applied Value: Columbia Adjunct Professor On Applied Value InvestingIn this episode of The Acquirers Podcast Tobias chats with David Horn, Adjunct Professor of Applied Value Investing at Columbia Business School. During the interview David provi…- Chamath Palihapitiya: What Makes Buffett, Malone And Simons GreatHere’s a great interview with Chamath Palihapitiya on CNBC with Scott Wapner discussing SPAC’s, the election, and what makes some of the great investors successful. Here’s an ex…
- Horizon Kinetics: The S&P500 No Longer Provides Investors With Broad Exposure To The MarketThis latest piece titled – The AMAGF IT/Social Media Stocks – Some Factual Observations, by Horizon Kinetics illustrates why the S&P500 no longer provides investors with broad e…
- Stock In Focus – TAM Stock Screener – Star Group LP (NYSE: SGU)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…
Business Code BreakingDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Business Code Breaking. Here’s an excerpt from the episode: Jake: All rig…- This Week’s Best Investing Articles, Research, Podcasts 10/9/2020Here’s a list of this week’s best investing reads: FANMAG Envy (Verdad) Accountable to Darwin vs. Accountable to Newton (Collaborative Fund) Anti-monopoly vs. Antitrust (Stratec…
- Bill Nygren: Dealing With Stocks You Hold That Are Running At A LossIn a recent interview with GuruFocus, Oakmark’s Bill Nygren and Win Murray answered a number of questions on their value investing strategy, portfolio holdings, value traps, and…
- Acquirer’s Multiple Stock $MO Appearing In Dalio, Tepper, 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…
- VALUE: After Hours (S02 E39): Business Code Breaking, The Big Con and Edward Chancellor, Market WizardsIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Business Code Breaking The Big Con Allergic To Hype Value Hacking Rogan’s Spotify F…
AntifragilityDuring their recent interview with Tobias, Jason Buck and Taylor Pearson of The Mutiny Fund discussed Antifragility. Here’s an excerpt from the interview: Tobias: I read Taleb’s…- Jim Chanos & Carson Block: Short Sellers Are Born Not MadeHere’s a great interview with two legendary short-sellers, Jim Chanos and Carson Block on Real Vision which provides some great insights into the art and history of short sellin…
- 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…
Value Bucket Looks High QualityDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed the Value Bucket Looks High Quality. Here’s an excerpt from the episode: …- Tail Hedging And Crisis AlphaDuring their recent interview with Tobias, Jason Buck and Taylor Pearson of The Mutiny Fund discussed Tail Hedging And Crisis Alpha. Here’s an excerpt from the interview: Jason:…
- Leon Cooperman: Investors Should Focus On The ‘Mr Cooper Market’In this latest interview with the Lunches With Legends Series value investing legend Leon Cooperman says there are currently three markets for investors which include: The Fang …
- 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…
- French CashflowsDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed French Cashflows. Here’s an excerpt from the episode: Tobias: I have some…