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Using Mauboussin’s BAIT Strategy To Land WinnersDuring his recent interview with Tobias, Scott Jackson, CIO at Ravenwood Capital Management discussed how he uses Mauboussin’s BAIT Strategy To Land Winners. Here’s an excerpt f…
Buy Now, Pay Later QVC & HSN $QRTEADuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Buy Now, Pay Later QVC & HSN $QRTEA. Here’s an excerpt from the episode: …- 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…
- Michael Mauboussin: Investors Should Search For Parts In The Market That Are Less TraffickedDuring his recent interview on the Invest Like The Best Podcast, Michael Mauboussin was asked his advice for young investors who want to get started in the market. Here’s his re…
- David Einhorn’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.82) The Acquirers Podcast: Scott Jackson – FOIA Warrior: Freedom Of Information Act Requests, And Small And Micro StocksIn this episode of The Acquirers Podcast Tobias chats with Scott Jackson. He’s the Chief Investment Officer of Ravenwood Capital Management. During the interview Scott provided …
- This Week’s Best Investing Articles, Research, Podcasts 9/4/2020Here’s a list of this week’s best investing reads: The Blunt Ratio (Verdad) The Next Frontier (Jamie Catherwood) All Wrapped In One (The Irrelevant Investor) How Much Money is E…
- Dan Loeb On His Strategy $TPOUDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Dan Loeb on his strategy $TPOU. Here’s an excerpt from the episode: Toby:…
- Acquirer’s Multiple Stock $DISCA Appearing In Burry, Greenblatt, 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…
- Bill Ackman: My Investment Criteria On Potential Investments Has Reversed Over The Last 20-30 YearsHere’s a great interview with Bill Ackman on Virtual Live with André Esteves in which he discusses a number of issues including how his investment criteria on potential investme…
- VALUE: After Hours (S02 E34): Dan Loeb On Strategy, Buy Now Pay Later $QVC, Cocker SpandrelsIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Dan Loeb On Strategy Buy Now, Pay Later QVC & HSN Cocker Spandrels The Impact Of Pr…
John Malone And The Art Of Capital AllocationDuring his recent interview with Tobias, Francisco Olivera, President of Arevilo Capital Management discussed John Malone And The Art Of Capital Allocation. Here’s an excerpt fr…- 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…
Aswath Damodaran: Day-To-Day Price Movements Have Little To Do With Earnings, Cash Flows Or RiskIn his latest presentation titled – Illusion, Perception and Reality: Stock Splits and Index Inclusions Aswath Damodaran discusses the effects of value, gap, and pricing events …- Capital Structure Tells You A Lot About Good ManagementDuring his recent interview with Tobias, Francisco Olivera, President of Arevilo Capital Management discussed how Capital Structure Tells You A Lot About Good Management. Here’s…
Why Buffett Passed On $MSFTDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Why Buffett Passed On $MSFT. Here’s an excerpt from the episode: Bill: Jo…- 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…
- Rob Arnott: How To Succeed As A Contrarian Value InvestorHere’s a great interview with Rob Arnott on The Long View Podcast with Jeff Ptak and Christine Benz. During the interview Arnott provides some great insights into the best way t…