Blog
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- Stock In Focus – TAM Stock Screener – Industrias Bachoco, S.A.B. de C.V. (NYSE: IBA)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 Difference Between Growth And ValueDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Difference Between Growth And Value. Here’s an excerpt from the episo…- This Week’s Best Investing Articles, Research, Podcasts 6/5/2020Here’s a list of this week’s best investing reads: Why We Don’t Learn From History (A Wealth of Common Sense) The Art of Being Alone (Farnam Street) News, Media, & Markets (Jami…
- VALUE: After Hours (S02 E22): It’s Value vs Glamour, $TSLA Tesla Write-Off, Slack in SystemsIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: The Difference Between Growth And Value Stocks The Importance Of Slack In Life And …
- Mark Leonard: Founder Businesses & Distressed Assets Make Great AcquisitionsIn his 2012 Shareholder Letter, Constellation Software President Mark Leonard explained why founder businesses and distressed assets make great acquisitions saying: Our favourit…
- TAM Stock Screener – Stocks Appearing In Greenblatt, Simons, Fisher 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…
Are We Heading Into A Period Of 70’s Stagflation During his recent interview with Tobias, Nicholas Pardini, Managing Partner at Davos Investment Group discussed 70’s stagflation. Here’s an excerpt from the interview: Tobias …- Terry Smith: Investing In Stocks Is Not A Game Of Pass The Parcel To A Greater FoolIn his 2010 Fundsmith Shareholder Letter Terry Smith discussed why investing in stocks is a claim on a share of the cash flow produced by a business, not a sophisticated game of…
- One Stock Superinvestors Are Buying Or Holding (15)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…
The Positive Theory of CapitalDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Positive Theory of Capital. Here’s an excerpt from the episode: Jake …- Prevent Your Portfolio From Blowing Up Using Micro Risk ParityDuring his recent interview with Tobias, Nicholas Pardini, Managing Partner at Davos Investment Group discussed Micro Risk Parity. Here’s an excerpt from the interview: Nicholas…
Aswath Damodaran: Now Is Not The Time For Investors To Go To The Dark Side!Aswath Damodaran recently did a presentation at the 73rd CFA Institute Annual Virtual Conference in which he stressed the importance of going back to basics in terms of valuing …- Joel Greenblatt: 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 Winchester Mystery HouseDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Winchester Mystery House. Here’s an excerpt from the episode: Jake Ta…
- The Era Of Hard ChoicesDuring his recent interview with Tobias, Nicholas Pardini, Managing Partner at Davos Investment Group discussed The Era Of Hard Choices. Here’s an excerpt from the interview: Ni…
- Tom Gayner: The One Area Of Investing Were I Will Not CompromiseA couple of years ago Markel’s Tom Gayner did an interview with MOI Global in which he discussed a number of topics including the one area of investing were he will not compromi…
- Carl Icahn: 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…
- Wes Gray – Investors Should Consider A Long-Short Value Investing StrategyDuring his recent interview on the Excess Returns Podcast, Wes Gray was asked about his thoughts on value investing going forward. He discussed his views on a long only value st…