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Investing From First PrinciplesDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Investing From First Principles. Here’s an excerpt from the episode: Jake…- John Hempton: What We Did Wrong In Q1John Hempton, Founder and CIO at Bronte Capital recently released his Q1 2020 shareholder letter in which he includes an interesting section titled – What We Did Wrong. Hempton …
- Guy Spier: 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.66) The Acquirers Podcast: Will Hershey – Esports Nerd, Gaming, Esports, And Digital EntertainmentIn this episode of The Acquirer’s Podcast Tobias chats with Will Hershey, Co-Founder and CEO at Roundhill Investments, an investment adviser focused on developing innovative fin…- Stock In Focus – TAM Stock Screener – Perion Network Ltd (NASDAQ: PERI)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 …
- 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…
- Holding Stocks Is A Superpower!During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed why Holding Stocks Is A Superpower! Here’s an excerpt from the episode: B…
- This Week’s Best Investing Articles, Research, Podcasts 5/8/2020Here’s a list of this week’s best investing reads: This version of Warren Buffett (The Reformed Broker) Bad Arguments and How to Avoid Them (Farnam Street) How Will the Crisis I…
- Chris Bloomstran: The Intrinsic Value And Earnings Power Of Berkshire Is…Here’s a great interview with Chris Bloomstran of Semper Augustus talking to the folks at the Gabelli Funds Omaha (Virtual) Research Conference. During the interview Chris discu…
- VALUE: After Hours (S02 E18): HOLD! Investing From First Principles, When Buffett Was A QuantIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Holding Stocks Is A Superpower! Investing From First Principles When Buffett Was A …
- One Stock Superinvestors Are Buying Or Holding (11)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 Internet Changed Branding ForeverDuring his recent interview with Tobias, Dan Ferris, editor of Extreme Value, discussed How The Internet Changed Branding Forever. Here’s an excerpt from the interview: Dan Ferr…- David Einhorn: We Lost 37% On Our Longs, Made 8% On Our Shorts And Made 8% In Macro In Q1David Einhorn has released his Q1 2020 results in which he discloses that The Greenlight Capital funds (the “Partnerships”) returned -21.5% in the first quarter compared to -19.…
- Donald Yacktman: 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…
- Maximize Your Opportunities To ‘Bump Into’ Good Investments During his recent interview with Tobias, Dan Ferris, editor of Extreme Value, discussed the importance of Maximizing Your Opportunities To ‘Bump Into’ Good Investments. Here’s…
Gavin Baker’s Software Contracts, First-Lien Debt And RealityDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Gavin Baker’s Software Contracts, First-Lien Debt And Reality. Here’s an …- Inverted DCF Is A Great Way To Value Businesses During his recent interview with Tobias, Dan Ferris, editor of Extreme Value, discussed how Inverting A DCF Is A Great Way To Value Businesses. Here’s an excerpt from the inte…
- Tom Gayner: 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…