Blog
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- Stock In Focus – TAM Stock Screener – Taro Pharmaceutical Industries Ltd. (NYSE: TARO)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 …
The Art Of Mastering InvestingDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Art Of Mastering Investing. Here’s an excerpt from the episode: Tobia…- This Week’s Best Investing Articles, Research, Podcasts 6/12/2020Here’s a list of this week’s best investing reads: Ten reasons the “second wave” hasn’t spooked the markets (yet) (The Reformed Broker) 5 Signs This Might Be a New Bull Market (…
- TAM Stock Screener – Stocks Appearing In Greenblatt, Pzena, Cohen 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…
- Michael Mauboussin: The Math of Value and GrowthMichael Mauboussin recently wrote a paper titled – The Math of Value and Growth in which he discusses how valuations change as assumptions about growth, return on incremental in…
- VALUE: After Hours (S02 E23): Mastering Investing, The Right Size, Aerospace DecimationIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: The Art Of Mastering Investing Opportunities In The Decimated Aerospace Value Chain…
Why Warren Buffett Is CautiousDuring his recent interview with Tobias, John Huber, Managing Partner at Saber Capital Management discussed why Warren Buffett is being so cautious right now. Here’s an excerpt …- Jeremy Grantham: Forget Private Equity And Regular Investing There’s A Better OptionIn his recent interview with Patrick O’Shaughnessy on the Invest Like The Best Podcast, Jeremy Grantham was asked what advice he would give to younger people interested in inves…
- One Stock Superinvestors Are Buying Or Holding (16)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…
What Impact Will The Cost To Insure a $TSLA Have On New Sales?During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed What Impact Will The Cost To Insure a $TSLA Have On New Sales? Here’s an …- Concentrate And Let Your Winners RunDuring his recent interview with Tobias, John Huber, Managing Partner at Saber Capital Management discussed the importance of running a concentrated portfolio, and letting your …
- Aswath Damodaran: Is Your Urge To Remain The Only ‘Sane’ Investor Costing You Outsized ReturnsIn his latest piece titled – A Viral Market Update IX: A Do-it-Yourself S&P 500 Valuation, Aswath Damodaran discusses the disconnect between US Equities, which are climbing back…
- Tweedy Browne: Top Buys, Top Sells (Q1 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…
- The Importance Of Slack In Life And InvestingDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Importance Of Slack In Life And Investing. Here’s an excerpt from the…
- Invest In High Quality Businesses That Earn High Returns On CapitalDuring his recent interview with Tobias, John Huber, Managing Partner at Saber Capital Management discussed Investing In High Quality Businesses That Earn High Returns On Capita…
- Terry Smith: Top 10 Holdings (Q1 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…
- Bill Ackman: You Don’t Learn To Invest Successfully Until You Screw UpIn this presentation by Bill Ackman he discusses the reasons behind his failed investment in JC Penny. He also makes the point that successful investing involves making mistakes…
- (Ep.70) The Acquirers Podcast: John Huber – Business Analyst, Concentrated High-Quality In A Modern Buffett PartnershipIn this episode of The Acquirer’s Podcast Tobias chats with John Huber, Managing Partner at Saber Capital Management, an investment fund modeled after the original Buffett partn…