Blog
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- Marathon Asset Management: One Person’s Growth Stock Is Another’s Value StockThe book Capital Returns, written by Edward Chancellor, provides a great collection of essays from Marathon Asset Management’s Global Investment Review – some of which were writ…
- 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…
Bill’s Big Bet $QRTEA v $ZMDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Bill’s Big Bet $QRTEA v $ZM. Here’s an excerpt from the episode: Bill: I’…
Naval’s Thoughts On How To Get LuckyDuring his recent interview with Tobias, Eric Jorgenson, author of The Almanack Of Naval Ravikant discussed Naval’s thoughts on How To Get Lucky. Here’s an excerpt from the inte…- Terry Smith: Buy Good Companies That Will Not Destroy Value While You’re Holding ThemIn this interview with Morningstar Europe, Terry Smith discusses why he focuses on good companies that earn high returns on capital, rather than buying bad companies and waiting…
- Carl Icahn’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.83) The Acquirers Podcast: Eric Jorgenson – Navalmanack: Naval Ravikant’s Almanack, And His Lessons On Wealth, And HappinessIn this episode of The Acquirers Podcast Tobias chats with Eric Jorgenson. He’s the author of The Almanack Of Naval Ravikant, a collection of everything that Naval Ravikant has …
- Druckenmiller Protege Beeneet Kothari: The Two Biggest Lessons I Learned From ‘The Druck’Here’s a great interview with Beeneet Kothari on Real Vision with Chris Alexander. During the interview Kothari discusses the two biggest lessons he learned from investing legen…
- Prem Watsa: We’re Still Believers In Value InvestingHere’s an interview with Prem Watsa on the Price-To-Value Podcast in which he discussed the under-performance of value investing in recent years, and its future. Here’s an excer…
- Stock In Focus – TAM Stock Screener – Triple-S Management Corp. (NYSE: GTS)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…
- Warren Buffett Buys JapanDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Warren Buffett Buys Japan. Here’s an excerpt from the episode: Tobias: So…
- This Week’s Best Investing Articles, Research, Podcasts 9/11/2020Here’s a list of this week’s best investing reads: Upside-Down Markets: Profits, Inflation and Equity Valuation in Fiscal Policy Regimes (OSAM) Most Stocks Suck (The Irrelevant …
- Joel Greenblatt: Growth Stocks Like Amazon Can Also Be Value StocksHere’s a great interview with Joel Greenblatt on the Money Life with Chuck Jaffe Podcast discussing his definition of value investing and why ‘growth’ stocks like Amazon can als…
- VALUE: After Hours (S02 E35): Warren Buffett Buys Japan, Bill’s Big Bet, RJR RuBisCO, Buffett IndicatorIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Warren Buffett Buys Japan Bill’s Big Bet $QRTEA v $ZM RuBisCO – Suboptimal Environm…
Insider Trades With A CatalystDuring his recent interview with Tobias, Scott Jackson, CIO at Ravenwood Capital Management discussed Insider Trades With A Catalyst. Here’s an excerpt from the interview: Scott…- Acquirer’s Multiple Stock $KBAL Appearing In Burry, Grantham, 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…
- Francis Chou: Value Investors Have Exacerbated The Impact Of Low ReturnsIn his latest 2020 Semi-Annual Report, Francis Chou provided some great insights into how value investors have exacerbated the impact of low returns in recent years. Here’s an e…
Investment SpandrelsDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Investment Spandrels. Here’s an excerpt from the episode: Jake: All right…