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$NKLA Goes DownhillDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed $NKLA Goes Downhill. Here’s an excerpt from the episode: Tobias: It’s so …
Hedge Fund Contagion and Liquidity Shocks During her recent interview with Tobias, Professor Nicole Boyson discussed Hedge Fund Contagion and Liquidity Shocks. Here’s an excerpt from the interview: Tobias: In the SSRN…- Michael Burry: How And When To Participate In Market RalliesIn his 2001 shareholder letter Michael Burry discussed how and when investors should participate in market rallies. Here’s an excerpt from the letter: The optimal way to partici…
- John Paulson’s Top 10 Holdings (Q2 2020) – Plus Top Buys & SellsOne 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.85) The Acquirers Podcast: Nicole Boyson – Activist Hedge: An Academic Approach To Hedge Funds And ActivismIn this episode of The Acquirers Podcast Tobias chats with Professor Nicole Boyson. She’s the Patrick F. and Helen C. Walsh Research Professor of Finance at the D’Amore-McKim Sc…
- Stock In Focus – TAM Stock Screener – Innoviva Inc (NASDAQ: INVA)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…
- Butterflies, Trust, And Ethical CollapseDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Butterflies, Trust, And Ethical Collapse. Here’s an excerpt from the epis…
- This Week’s Best Investing Articles, Research, Podcasts 9/25/2020Here’s a list of this week’s best investing reads: There Is No Size Effect: Daily Edition (Cliff Asness) The Road Ahead (Jamie Catherwood) Negativity Is Not an Investment Strate…
- Acquirer’s Multiple Stock $PHM Appearing In Grantham, Greenblatt, Dalio 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…
- Morgan Housel: The Importance Of Remaining Calm Through ‘Punctuated Moments Of Terror’ In The MarketIn his new book – The Psychology of Money, Morgan Housel provides a great illustration of how success in investing is achieved by remaining calm through ‘punctuated moments of t…
- VALUE: After Hours (S02 E37): Butterflies, Trust, And Ethical Collapse; $NKLA Goes Downhill; $QRTEAIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Butterflies, Trust, And Ethical Collapse $NKLA Goes Downhill Berkshire Versus S&P 5…
Is This The End Of Active?During his recent interview with Tobias, Larry Swedroe, author of The Incredible Shrinking Alpha discussed Is This The End Of Active?. Here’s an excerpt from the interview: Tobi…- Dan Loeb: Q2 2020 – Invest In ‘Compounders’, But Only At An Attractive Entry PointIn his latest Q2 2020 investor letter Dan Loeb recommends investing in quality or ‘compounder’ companies, but only at an attractive entry point. Here’s an excerpt from the lette…
- Nassim Nicholas Taleb: Don’t Tell Me What You Think, Tell Me What You Have In Your PortfolioIn his book – Skin In The Game, Nassim Nicholas Taleb shares an interesting story that highlights what he means by having skin in the game as it relates to the world of finance …
- 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…
Credit To Michael BurryDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Credit To Michael Burry. Here’s an excerpt from the episode: Tobias: I th…- Larry Swedroe: The Pool Of Victims Is ShrinkingDuring his recent interview with Tobias, Larry Swedroe, author of The Incredible Shrinking Alpha discussed why The Pool Of Victims Is Shrinking. Here’s an excerpt from the inter…
- Slimy Value InvestorsDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Slimy Value Investors. Here’s an excerpt from the episode: Bill: No, let’…