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Larry Swedroe: How Alpha Becomes BetaDuring his recent interview with Tobias, Larry Swedroe, author of The Incredible Shrinking Alpha discussed How Alpha Becomes Beta. Here’s an excerpt from the interview: Tobias: …- One Stock Superinvestors Are BuyingAs 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…
- Peter Cundill: Knowing When To SellIn this interview with Peter Cundill protege Tim McElvaine he discusses Cundill’s strategy for knowing when to sell. Here’s an excerpt from the interview: I think like most valu…
- Terry Smith: It’s More Important To Avoid Losers Than It Is To Pick WinnersIn this interview with Barclays Stockbrokers TV, Terry Smith discussed the importance of having a very long-term horizon, ignoring macro, and why avoiding losers is more importa…
- Jamie Dinan’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.84) The Acquirers Podcast: Larry Swedroe – Shrinking Alpha: Swedroe On His New Book The Incredible Shrinking AlphaIn this episode of The Acquirers Podcast Tobias chats with Larry Swedroe. He’s the author of a brand new book called The Incredible Shrinking Alpha. He’s also the Chief Research…
- Stock In Focus – TAM Stock Screener – Powell Industries, Inc. (NASDAQ: POWL)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…
Masa Son’s Huge Tech Option BetDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Masa Son’s Huge Tech Option Bet. Here’s an excerpt from the episode: Tobi…- This Week’s Best Investing Articles, Research, Podcasts 9/18/2020Here’s a list of this week’s best investing reads: The Same Old Boom (Jamie Catherwood) Berkshire in Techland (The Reformed Broker) When Technology Takes Revenge (Farnam Street)…
- Chris Bloomstran: My Biggest Mistake Was An Error Of CommissionIn his 2018 year end letter Chis Bloomstran lamented on some of his greatest mistakes as an investor in a section titled – THE UNIVERSITY OF ROSS – Lessons Learned the Hard Way.…
- Michael Mauboussin: One Job: Expectations and the Role of Intangible InvestmentsMichael Mauboussin recently released a paper titled – One Job: Expectations and the Role of Intangible Investments in which he discusses the impact of intangibles in company val…
- VALUE: After Hours (S02 E36): Masa Son’s $Billy YOLO Trade, Slime Value Investors, Creativity In ValueIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Masa Son’s Huge Tech Option Bet Slime Value Investors Creativity in Value Credit To…
- Acquirer’s Multiple Stock $AMCX Appearing In Cooperman, Greenblatt, Gabelli 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…
Naval’s Thoughts On Playing Long-Term Games With Long-Term PeopleDuring his recent interview with Tobias, Eric Jorgenson, author of The Almanack Of Naval Ravikant discussed Naval’s thoughts on Playing Long-Term Games With Long-Term People. He…- Ken Fisher: Value Isn’t Dead, But No Sector Is Ever ‘Due’ For a RallyIn his recent article on RealClear Markets Ken Fisher provided some great insights into why value investing isn’t dead, but added that no sector is ever ‘due’ for a rally. Here’…
- 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…
RuBisCO – Suboptimal EnvironmentsDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed RuBisCO – Suboptimal Environments. Here’s an excerpt from the episode: Ja…- Naval’s Thoughts On Building WealthDuring his recent interview with Tobias, Eric Jorgenson, author of The Almanack Of Naval Ravikant discussed Naval’s thoughts on Building Wealth. Here’s an excerpt from the inter…