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(Ep.69) The Acquirers Podcast: Nicholas Pardini – Davos Man, Tying Global Macro Trends Into Actionable TradesIn this episode of The Acquirer’s Podcast Tobias chats with Nicholas Pardini, Managing Partner at Davos Investment Group. During the interview Nicholas provided some great insig…- Stock In Focus – TAM Stock Screener – Points International Ltd. (NASDAQ: PCOM)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 …
- Ken French: How To Evaluate Your Investment DecisionsIn his recent interview on the Rational Reminder Podcast, Ken French was asked how he evaluates his investment decisions. Here’s his response: When I think about the quality of …
The State Of Value Address – Is Value A Value Trap?During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Tobias’ article titled – Is Value A Value Trap? Here’s an excerpt from th…- This Week’s Best Investing Articles, Research, Podcasts 5/29/2020Here’s a list of this week’s best investing reads: Last Dance Lessons: Top Investors Weigh in on Key Takeaways from the 90s Bulls (YouTube) Bubble Behavior During a Depression (…
- Howard Marks: Understanding The Market Cycle Tells Investors What’s Likely To Happen NextIn his recent Real Vision interview Howard Marks discussed how understanding the market cycle can tell investors what’s likely to happen next. Here’s an excerpt from the intervi…
- Bill Ackman: Why We’re Selling BerkshireIn his latest earnings call on Wednesday Bill Ackman discussed the reasons why Pershing Square is selling its stake in Berkshire Hathaway. Here’s an excerpt from the call: Bill …
- TAM Stock Screener – Stocks Appearing In Greenblatt, Rogers, Miller 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…
As Long As You’re Not A Forced Seller, You’re Going To Do FineDuring his recent interview with Tobias, Moses Kagan, Co-Founder & Partner at Adaptive Realty discussed As Long As You’re Not A Forced Seller (Of Real Estate), You’re Going To D…- VALUE: After Hours (S02 E21): Is Value a Value Trap, Winchester Mystery House, Cash n’ CarryIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Is Value A Value Trap? The Winchester Mystery House Cash n’ Carry Frédéric Bastiat …
- Rich Pzena: Value Stocks Recover Stronger After Periods Of VolatilityPzena Investment Management recently released an article titled Volatility, Wide Spreads, and Value Stock Returns which illustrates how value stocks recover stronger following p…
- One Stock Superinvestors Are Buying Or Holding (14)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…
- Aswath Damodaran: How To Value Companies During Covid-19Here’s an interview with Aswath Damodaran with Forbes India in which he discusses how to value companies during times of uncertainty, like we have with Covid-19. Here’s an excer…
You’re Confused Right Now? You’re Not AloneDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed You’re Confused Right Now? You’re Not Alone. Here’s an excerpt from the e…- Successfully Invest In Hyperlocal Real Estate Using One Simple Equation During his recent interview with Tobias, Moses Kagan, Co-Founder & Partner at Adaptive Realty discussed Successfully Investing In Hyperlocal Real Estate Using One Simple Equat…
- Peter Bernstein: The Riskiest Moment In Investing Is When You’re Right!Here’s a great interview with Peter Bernstein, author of Against The Gods – The Remarkable Story Of Risk, speaking with Jason Zweig in which he discusses managing risk and survi…
- Baumol’s Cost DiseaseDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Baumol’s Cost Disease. Here’s an excerpt from the episode: Jake Taylor: I…
- David Abrams: 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…