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- John Huber: Coffee Can Investing – So Easy, Yet So HardEarlier this month John Huber, Managing Partner at Saber Capital, wrote a great piece on the merits of ‘coffee can’ investing. The strategy, which appears to work very well, is …
- Michael Mauboussin: Ben Graham’s Mr Market Behavior Will Be Around For A Long TimeIn his recent interview with Sean Delaney on the What Got You There podcast, Michael Mauboussin discusses behavioral economics and makes the point that human nature, as it relat…
(Ep.76) The Acquirers Podcast: Mike Puangmalai – Dark Arts, Corporate Governance, Activism, And Tech With NonGAAPIn this episode of The Acquirers Podcast Tobias chats with Mike Puangmalai, owner of The NonGaap Newsletter, and master in the dark arts of corporate governance. During the inte…- Stock In Focus – TAM Stock Screener – Matrix Service Co (NASDAQ: MTRX)As part of a new series here at The Acquirer’s Multiple, we’re providing a new feature called ‘Stock in Focus‘ where we focus on one of the stocks from our Stock Screeners. One …
- Howard Marks: The Reason Stocks Are Absurdly Expensive Is Due To ‘Freeloading’ Passive Investing StrategiesIn his recent interview with CFA Chile Howard Marks highlighted the impact that passive investing strategies are having on driving stock prices to absurdly expensive levels whil…
Christensen’s How To Measure Your LifeDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Christensen’s How To Measure Your Life. Here’s an excerpt from the episod…- This Week’s Best Investing Articles, Research, Podcasts 7/17/2020Here’s a list of this week’s best investing reads: Orthodox Privilege (Paul Graham) Wealth Inequality & Lottery Tickets (A Wealth of Common Sense) We the People? We the Pack. (E…
- VALUE: After Hours (S02 E28): Christensen’s How to Measure Your Life, Cheap Banks, Wide Value SpreadIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Christensen’s How To Measure Your Life Cheap Bank Stocks The Wide Value Spread Clif…
Finding Great Opportunities In The Most Obscure PlacesDuring his recent interview with Tobias, Paul Andreola, Founder and Editor at Small Cap Discoveries discussed Finding Great Opportunities In The Most Obscure Places. Here’s an e…- One Stock Superinvestors Are Buying Or Holding (21)As 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…
- David Einhorn: One Of The Lessons I Learned From Joel GreenblattIn his book – Fooling Some Of The People All Of The Time, David Einhorn discussed the importance of exiting a position when you think you’re wrong, relative-return versus absolu…
- Chuck Akre: Don’t Seek Opportunities In The Hardest-Hit Businesses Without Regard For QualityIn Chuck Akre’s latest Q2 2020 Market Commentary he makes a couple of great points regarding the importance of ignoring market forecasts, and why investors should avoid seeking …
- TAM Stock Screener – Stocks Appearing In Greenblatt, Asness, 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…
Do Fundamentals Matter?During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Do Fundamentals Matter?. Here’s an excerpt from the episode: Tobias: Yeah…- Successfully Investing Using William O’Neil’s CAN SLIM® Investing SystemDuring his recent interview with Tobias, Paul Andreola, Founder and Editor at Small Cap Discoveries discussed Successfully Investing Using William O’Neil’s CAN SLIM® Investing S…
- $UAL Secures A $5 Billion Loan Using Its Frequent Flyer MilesDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed $UAL Secures A $5 Billion Loan Using Its Frequent Flyer Miles. Here’s an …
- Finding Multi-Baggers In Micro-Cap StocksDuring his recent interview with Tobias, Paul Andreola, Founder and Editor at Small Cap Discoveries discussed Finding Multi-Baggers In Micro-Cap Stocks. Here’s an excerpt from t…
- Bill Miller: A Lesson From George Soros On The So-Called ‘Disconnect’ Between Current Stock Levels And The Real EconomyIn his Q2 2020 Market Commentary Bill Miller discussed the so-called ‘disconnect’ between current stock levels and the real economy saying there is no evidence to support such a…