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Invest In Real Estate Like A Smart Family Would Own Real EstateDuring his recent interview with Tobias, Moses Kagan, Co-Founder & Partner at Adaptive Realty discussed Investing In Real Estate Like A Smart Family Would Own Real Estate. Here’…
(Ep.68) The Acquirers Podcast: Moses Kagan – Boutique Re, How Moses Kagan Built A Boutique Property EmpireIn this episode of The Acquirer’s Podcast Tobias chats with Moses Kagan, Co-Founder & Partner at Adaptive Realty, a company that buys, renovates and manages apartment buildings …- Joel Greenblatt: 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…
- This Week’s Best Investing Articles, Research, Podcasts 5/22/2020Here’s a list of this week’s best investing reads: The Three Sides of Risk (Collaborative Fund) Mental Models For a Pandemic (Farnam Street) Netflix: Cooked? (behindthebalancesh…
Is (Systematic) Value Investing Dead?During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Cliff Asness’ recent article titled – Is (Systematic) Value Investing Dea…- Stock In Focus – TAM Stock Screener – Kimball International Inc (NASDAQ: KBAL)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 …
- Philip Carret: Trend Versus Cycle StocksIn Philip Carret’s book – The Art of Speculation, he provides some great insights into how to identify the difference between a ‘trend’ stock and a ‘cycle’ stock. Here’s an exce…
- TAM Stock Screener – Stocks Appearing In Greenblatt, Burry, 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…
VALUE: After Hours (S02 E20): AQR’s Is Value Dead, Baumol’s Cost Disease, Weird TimesIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: AQR – Is (Systematic) Value Investing Dead? Baumol’s Cost Disease If You’re Confuse…
Why Buffett Was So Somber At The MeetingDuring his recent interview with Tobias, Christopher Bloomstran, President and CIO of Semper Augustus Investments Group discussed Why Buffett Was So Somber At This Year’s Meetin…- Chris Davis: The Most Exciting Types Of Businesses In This EnvironmentHere’s a great interview with Chris Davis of Davis Advisors on the Meb Faber podcast discussing a number of topics including finding opportunities in the current environment, sa…
- Michael Burry: 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…
- One Stock Superinvestors Are Buying Or Holding (13)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…
Buffett Worried $137 Billion Is Not EnoughDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed how Warren Buffett Is Worried That $137 Billion Is Not Enough. Here’s an …
Berkshire – Shrinking Its Way To ProfitabilityDuring his recent interview with Tobias, Christopher Bloomstran, President and CIO of Semper Augustus Investments Group discussed Berkshire – Shrinking Its Way To Profitability.…- Seth Klarman: 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…
No Stimmy For Berkshire CompaniesDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed No Stimmy For Berkshire Companies. Here’s an excerpt from the episode: Ja…
The Unappreciated Brilliance Of The Gen Re TransactionDuring his recent interview with Tobias, Christopher Bloomstran, President and CIO of Semper Augustus Investments Group discussed The Unappreciated Brilliance Of The Gen Re Tran…