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- Charles Munger: Top 10 Holdings (Q2 2020)One 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…
- Stock In Focus – TAM Stock Screener – Heidrick & Struggles International, Inc. (NASDAQ: HSII)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 …
Bernstein’s Deep Risk: How History Informs Portfolio Design During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed lessons learned from William Bernstein’s Book – Deep Risk: How History …- This Week’s Best Investing Articles, Research, Podcasts 7/3/2020Here’s a list of this week’s best investing reads: Fraud, Short Sellers & Media (Jamie Catherwood) Joe Granville: The Original Dave Portnoy (A Wealth of Common Sense) Asset Allo…
- Aswath Damodaran: The Venetian Glassmaker – Dumbing-Down Valuation TechniquesIn a recent interview with Barron’s, Aswath Damodaran discussed glamour stocks, gig-economy companies, buying Tesla, and valuation techniques including how investors can dumb-do…
- Michael Mauboussin: Perform A ‘Premortem’ Before You InvestIn Michael Mauboussin’s book, Think Twice: Harnessing the Power of Counterintuition, there’s a great passage on how investors can make better investment decisions using what he …
- TAM Stock Screener – Stocks Appearing In Klarman, 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…
- VALUE: After Hours (S02 E26): Bill’s Robinhood Follow-up, Bernstein’s Deep Risk, $INTC and $LMTIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Bernstein’s Deep Risk: How History Informs Portfolio Design Great Opportunities Tod…
How Share-Based Compensation Lowers ReturnsDuring his recent interview with Tobias, Partha Mohanram, a Professor of Accounting and John H. Watson Chair in Value Investing at The University of Toronto discussed How Share-…- Jim Simons: Make A Decision Even If It’s Wrong! Don’t Dawdle.Here’s a great interview with Jim Simons on the Into The Impossible Podcast in which he discusses life lessons and leadership lessons, including his thoughts on decision making …
- One Stock Superinvestors Are Buying Or Holding (19)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…
Treacherous MarketsDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Treacherous Markets. Here’s an excerpt from the episode: Tobias: So, I ju…- The Efficacy Of Fundamental Analysis Has DeclinedDuring his recent interview with Tobias, Partha Mohanram, a Professor of Accounting and John H. Watson Chair in Value Investing at The University of Toronto discussed how The Ef…
- Are Robinhood Investors Buying The Dip? – Here’s The VerdictWith all of the talk about Robinhood investors and their stock picks lately we thought we’d take a look at the Robintrack Leaderboard to see how the top 10 picks have performed …
- Dark Matter, And Why It’s Important To InvestorsDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed dark matter, and why it’s important to investors. Here’s an excerpt from …
- Picking Winners From Losers Using The G-ScoreDuring his recent interview with Tobias, Partha Mohanram, a Professor of Accounting and John H. Watson Chair in Value Investing at The University of Toronto discussed Picking Wi…
- Dan Sheehan: Avoiding The Bad Investments Is More Important Than Picking WinnersOne investor who is very underrated is Dan Sheehan who was a successful Canadian value investor and managing partner at Sheehan Associates LP & Credit River Partners for 20 year…
- (Ep.73) The Acquirers Podcast: Partha Mohanram – Growth Score, How His G-Score Finds Winners And Losers In Glamour StocksIn this episode of The Acquirer’s Podcast Tobias chats with Partha Mohanram, a Professor of Accounting and John H. Watson Chair in Value Investing at The University of Toronto. …