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The Grid And Complex-Adaptive SystemsDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Grid And Complex-Adaptive Systems. Here’s an excerpt from the episode…- Jim Chanos: How To Maintain Short Positions In The Teeth Of A Raging Bull MarketHere’s a great recent interview with Jim Chanos on the Masters in Business Podcast. During the interview Jim spoke about a number of topics including how to maintain short posit…
(Ep.65) The Acquirers Podcast: Dan Ferris – Extreme Value, From Deep Value To High Quality BusinessesIn this episode of The Acquirer’s Podcast Tobias chats with Dan Ferris, editor of Extreme Value, a monthly investment advisory focused on the safest stocks in the market. During…- Warren Buffett: Why We Didn’t Repurchase Our Shares When They Were Relatively Cheap In MarchHere’s the entire video of the 2020 Berkshire Hathaway Annual Meeting. One of the questions Buffett was asked was why he didn’t repurchase Berkshire shares in March when they we…
- Rich Pzena: 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…
- Stock In Focus – TAM Stock Screener – Verso Corp (NYSE: VRS)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, Simons, O’Shaughnessy 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…
- Bruce Greenwald: The Landscape Has Changed For Traditional Value InvestingHere’s a great interview with Bruce Greenwald on the Grant’s Current Yield Podcast, discussing the changing landscape for traditional value investing. Here’s an excerpt from the…
- Why Did Oil Drop To -$40 A Barrel?During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Why Did Oil Drop To -$40 A Barrel? Here’s an excerpt from the episode: To…
- This Week’s Best Investing Articles, Research, Podcasts 5/1/2020Here’s a list of this week’s best investing reads: Making Sense of a Stock Market That Doesn’t Make Any Sense (A Wealth of Common Sense) When You Have No Idea What Happens Next …
- Elon Musk: U.S Shelter-In-Place Strategy Is ‘Fascist’, And U.S Infrastructure Is Quite SadIn an extraordinary Q1 2020 earnings call from Telsa this week, Elon Musk labelled the U.S Shelter-In-Place strategy as ‘fascist’. He also added that U.S. infrastructure is real…
- One Stock Superinvestors Are Buying Or Holding (10)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…
- VALUE: After Hours (S02 E17): OIL! The Grid And Complex-Adaptive Systems, Bill’s Story ArcIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Why Did Oil Drop To Negative $40 A Barrel? The Grid And Complex-Adaptive Systems Bi…
Focus On A ‘Size Specific’ Circle Of CompetenceDuring his recent interview with Tobias, Brent Beshore, Founder & CEO of Permanent Equity, and author of The Messy Marketplace: Selling Your Business in a World of Imperfect Buy…- Bill Ackman: Lessons I Learned From Warren BuffettHere’s a great interview with Bill Ackman on The Knowledge Project Podcast speaking about a number of really interesting topics including lessons he learned from Warren Buffett,…
- Ken Fisher: 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…
- Chris Bloomstran (SAI): One Reason Why Berkshire Doesn’t Pay DividendsOne of the best shareholder letters provided to investors is the one from Chris Bloomstran at Semper Augustus Investments (SAI). In his latest 2019 year end letter he provided a…
Why Is Warren Buffett Selling Stocks Down Under 10%In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed some reasons Why Warren Buffett Is Selling Stocks Down Under 10%. Here’s an e…