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Buffett Buys $GOLDDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Buffett Buys $GOLD. Here’s an excerpt from the episode: Tobias: Yeah, let…
Take A Concentrated Position That You Can Hold For 5+ YearsDuring his recent interview with Tobias, Francisco Olivera, President of Arevilo Capital Management discussed Taking A Concentrated Position That You Can Hold For 5+ Years. 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…
- Bruce Greenwald: Investors Should Focus On ‘Return Trajectory’ When Valuing BusinessesHere’s a great presentation with Bruce Greenwald on the 1st Annual Roger Murray Lecture Series, with Tano Santos. During the presentation Greenwald discusses why investors shoul…
- Terry Smith: If You Do Extensive Analysis Good Stocks Will ‘Talk’ To YouHere’s a great interview with Fundsmith’s Terry Smith at Money Matters in which he discusses how good stocks will ‘talk’ to you if you do extensive analysis. Here’s an excerpt f…
- Seth Klarman’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.81) The Acquirers Podcast: Francisco Olivera – Franco’s Filter: Highly Concentrated, High Quality Companies, Liberty And MaloneIn this episode of The Acquirers Podcast Tobias chats with Francisco Olivera. He’s the President of Arevilo Capital Management. During the interview Francisco provided some grea…
- Tiger-Cub Steven Romick: Value Investors Can Buy Growth Stocks That Offer A Margin Of SafetyHere’s a great interview with Tiger-Cub Steven Romick on The Long View Podcast with Jeff Ptak and Christine Benz. During the interview Romick discusses why value investors can b…
- Investing With Buffett Before He Became The ‘Oracle’Here’s a great interview with Ryan O’Connor, Founder of Crossroads Capital, on the Planet Microcap Podcast. Ryan’s family had a long history with Warren Buffett before he became…
- Stock In Focus – TAM Stock Screener – Emcor Group Inc (NYSE: EME)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…
- Montier’s Reasons (NOT) To Be CheerfulDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Montier’s Reasons (NOT) To Be Cheerful. Here’s an excerpt from the episod…
- This Week’s Best Investing Articles, Research, Podcasts 8/28/2020Here’s a list of this week’s best investing reads: The Public and Private Markets (Jamie Catherwood) Sacrifice for Thee, Vast Wealth for Me (Epsilon Theory) The VIX Is Raising A…
- VALUE: After Hours (S02 E33): Montier On Valuations And Carry, Buffett Buys GOLD, OPMIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: James Montier’s Reasons (NOT) To Be Cheerful Buffett Buys GOLD Buffett’s Pass On Mi…
Wide Moat Companies And How To Find ThemDuring his recent interview with Tobias, Brian Bares, Founder of Bares Capital Management discussed Wide Moat Companies And How To Find Them. Here’s an excerpt from the intervie…- Morgan Housel: The Only Thing That You Can Control In Investing Is Your Own BehaviorA couple of years ago Morgan Housel did one of the best presentations on investing titled – What Other Industries Teach Us. The presentation features a number of stories that te…
- Acquirer’s Multiple Stock $ALSN Appearing In Dalio, Greenblatt, Price 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…
U.S Airline Recovery May Not Happen Any Time SoonDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed why a U.S Airline Recovery May Not Happen Any Time Soon. Here’s an excerp…- DCF Is The Least Reliable Part Of A Manager’s ProcessDuring his recent interview with Tobias, Brian Bares, Founder of Bares Capital Management discussed why DCF Is The Least Reliable Part of a Manager’s Process. Here’s an excerpt …