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- Stock In Focus – TAM Stock Screener – Cactus Inc (NYSE: WHD)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 …
Why Investors Should Be Very Wary Of Financial Market CommentaryDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed why Investors Should Be Very Wary Of Financial Market Commentary. Here’s …- This Week’s Best Investing Articles, Research, Podcasts 6/26/2020Here’s a list of this week’s best investing reads: Why You Feel At Home In A Crisis (Farnam Street) Never The Same (Collaborative Fund) The Air Conditioning Effect (A Wealth of …
- TAM Stock Screener – Stocks Appearing In Buffett, 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: Engrave Your Investment Principles In Stone And Stick To ThemIn this recent interview with David Rubenstein on Bloomberg Bill Ackman discussed the mistakes he made circa 2015/2016 which saw a significant drop off in his performance and ho…
- VALUE: After Hours (S02 E25): Dark Matter, Treacherous Markets, Bill’s Robinhood StatementIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Investors Should Be Very Wary Of Financial Market Commentary Dark Matter Treacherou…
Finding A ‘Cusper’ To Run Your AcquisitionDuring his recent interview with Tobias, Michael Girdley, Executive Chairman at Dura Software discussed Finding A ‘Cusper’ To Run Your Acquisition. Here’s an excerpt from the in…- Jonathon Tepper: Big Tech Behemoths Crush Innovation And Annihilate CompetitionWe’ve just finished reading The Myth Of Capitalism – Monopolies And The Death of Competition by Jonathon Tepper of Variant Perception and Denise Hearn. The book tells the story …
- Ken Fisher: The Reason Warren Buffett’s Been Inactive Is Due To His AgeIn a recent interview with CNBC-TV18 famed investor Ken Fisher discussed his thoughts on Warren Buffett’s inactivity during the COVID crisis based on his own experience with his…
- One Stock Superinvestors Are Buying Or Holding (18)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…
Bankruptcy GamblersDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Bankruptcy Gamblers. Here’s an excerpt from the episode: Tobias: It’s jus…- The Playbook – System of Systems for Business and Startup Management for Companies with <50 EmployeesDuring his recent interview with Tobias, Michael Girdley, Executive Chairman at Dura Software discussed his Playbook – System of Systems for Business and Startup Management for …
- Jim O’Shaughnessy: Never Override Your Investing ModelIn this interview with the Jack and Justin at The Excess Returns Podcast, Jim O’Shaughnessy discusses a number of timeless investing lessons and the importance of never overridi…
- Aswath Damodaran: When So Called Pros Bet And Make Money It’s Skill, When Robinhood Investors Make Money It’s Speculation. Why?In this interview with CNBC, Aswath Damodaran highlighted the hypocrisy of commentary coming from so called professional investors and market commentators towards Robinhood inve…
- The Right Size IIDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Right Size II. Here’s an excerpt from the episode: Jake: Alright are …
- Finding Opportunities In Horizontally Focused Hyper-Niche Software BusinessesDuring his recent interview with Tobias, Michael Girdley, Executive Chairman at Dura Software discussed Finding Opportunities In Horizontally Focused Hyper-Niche Software Busine…
- (Ep.72) The Acquirers Podcast: Michael Girdley – Niche Acquirer, Dura Software’s Hyper-Niche SME Acquisition StrategyIn this episode of The Acquirer’s Podcast Tobias chats with Michael Girdley, Executive Chairman at Dura Software, a firm that specializes in acquiring hyper-niche software busin…
- Annie Duke & Morgan Housel: Is This The Reason Warren Buffett Has Been Quiet LatelyHere’s a great conversation with Morgan Housel and Annie Duke at the 73rd CFA Institute Annual Virtual Conference last month in which they discuss a number of topics around mana…