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- François Rochon – Sometimes Investors Have To Break Their Own RulesHere’s a great interview with François Rochon, from Giverny Capital, on the What Got You There Podcast in which he provided some great insights into why investors need humility,…
- 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…
Variant PerceptionDuring his recent interview with Tobias, Brian Bares, Founder of Bares Capital Management discussed his Variant Perception. Here’s an excerpt from the interview: Brian: The land…
Cantillon TrillionsDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Cantillon Trillions. Here’s an excerpt from the episode: Jake: If you rea…- Bill Ackman: Buffett’s The Best Investor Of All TimeDuring this interview at the Saïd Business School, University of Oxford Bill Ackman was asked who he thought was the best investor of all time and why. Here’s his response: I ha…
- 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…
- Joel Greenblatt’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.80) The Acquirers Podcast: Brian Bares – Moat Master: Moats, Management And Long-Term GrowthIn this episode of The Acquirers Podcast Tobias chats with Brian Bares. He’s the Founder of Bares Capital Management and author of The Small-Cap Advantage. During the interview …- Stock In Focus – TAM Stock Screener – NetApp Inc. (NASDAQ: NTAP)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…
The Disconnect Between The Stock Market And The Real EconomyDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Disconnect Between The Stock Market And The Real Economy. Here’s an e…- This Week’s Best Investing Articles, Research, Podcasts 8/21/2020Here’s a list of this week’s best investing reads: Gold, Bitcoin & Markets (Jamie Catherwood) Apple, Epic, and the App Store (Stratechery) 50 Of The Best Investing Podcasts On T…
- Acquirer’s Multiple Stock $HPQ Appearing In Klarman, Dalio, Greenblatt 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…
VALUE: After Hours (S02 E32): $WFC And Banks, Cantillon Trillions, Structural DynamicsIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: The Disconnect Between The Stock Market And The Real Ecomomy Cantillon Trillions US…
Buffett’s Genius In The ‘Dying’ Blue Chip StampsDuring his recent interview with Tobias, Chris Mittleman, Founder of Mittleman Brothers discussed Buffett’s Genius In The ‘Dying’ Blue Chip Stamps. Here’s an excerpt from the in…- John Malone: Acquiring Companies – We Use The Roman Empire Approach: Kill The LeadershipOne of the investor’s we follow very closely is Liberty’s John Malone. Over the years Malone has been involved in numerous mergers and acquisitions. In this interview with The C…
- 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…
Bottom Fishing Carl IcahnDuring his recent interview with Tobias, Chris Mittleman, Founder of Mittleman Brothers discussed Bottom Fishing Carl Icahn. Here’s an excerpt from the interview: Chris: I remem…
The Time Berkshire’s Share Price Dropped 50%During his recent interview with Tobias, Chris Mittleman, Founder of Mittleman Brothers discussed The Time Berkshire’s Share Price Dropped 50%. Here’s an excerpt from the interv…