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- Is value a value trap?Is value a value trap? Is the strategy itself destined to lose ground to the market while it gets cheaper, forever? The theory of value is simple. Stock prices drift away from u…
- Warren Buffett: 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…
(Ep.67) The Acquirers Podcast: Christopher Bloomstran – Tulip Mania, Berkshire, Buffett And Long-Term CompoundingIn this episode of The Acquirer’s Podcast Tobias chats with Christopher Bloomstran, President and CIO of Semper Augustus Investments Group, a fundamental, value-driven firm that…- Seth Klarman: 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…
- Stock In Focus – TAM Stock Screener – Gravity Co. Ltd (NASDAQ: GRVY)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 …
Ted And Todd Couldn’t Find Anything To Buy In MarchDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed how Ted And Todd Couldn’t Find Anything To Buy In March. Here’s an excerp…- This Week’s Best Investing Articles, Research, Podcasts 5/15/2020Here’s a list of this week’s best investing reads: What Have We Learned Here? (Collaborative Fund) What Happens to Stocks After a Big Up Month? (A Wealth of Common Sense) tHe sT…
- Michael Mauboussin: Maximize Your Opportunities With Position SizingYesterday we provided an excerpt from a Stanley Drukenmiller interview in which he discussed the importance of sizing your position in an investment, when you think you’re right…
- TAM Stock Screener – Stocks Appearing In Greenblatt, Dalio, 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…
- VALUE: After Hours (S02 E19): Bumper Buffett BRK.A BRK.B Berkshire Hathaway Bull SessionIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Buffett Shows His Genius Through This Crisis Berkshire’s Ted And Todd Couldn’t Find…
Is GameStop Destined To Head The Same Way As Blockbuster?During his recent interview with Tobias, Will Hershey, Co-Founder and CEO at Roundhill Investments discussed If GameStop Is Destined To Head The Same Way As Blockbuster. Here’s …- Stanley Druckenmiller: Size, Size, Size, When You Think You’re Right!Here’s a great interview with Paul Tudor Jones and Stanley Druckenmiller. Tudor Jones asks Druckenmiller how his investment style compares with that of Ray Dalio. Here’s an exce…
- One Stock Superinvestors Are Buying Or Holding (12)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…
When Buffett Was A QuantDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Verdad’s article titled – When Buffett Was A Quant. Here’s an excerpt fro…- Owners Of Traditional Sports Franchises Buying Esport Franchises To Capture Disgruntled Millennials During his recent interview with Tobias, Will Hershey, Co-Founder and CEO at Roundhill Investments discussed why Owners Of Traditional Sports Franchises Are Buying Esport Fran…
- More People Watch Gaming And Esports, Than Netflix, HBO, ESPN And Hulu CombinedDuring his recent interview with Tobias, Will Hershey, Co-Founder and CEO at Roundhill Investments discussed how More People Watch Gaming And Esports Than Netflix, HBO, ESPN And…
- Steven Romick: 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…
- Howard Marks Memo: Uncertainty; And 8 Of The Best Quotes On ForecastingHoward Marks has released his latest memo titled – Uncertainty, in which he discusses the uncertainty associated with investing and the difficulty of trying to forecast the futu…