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- Paul Singer: A 50% Or Deeper Decline From The February Top Might Be The Ultimate Path Of Global Stock MarketsPaul Singer recently released a memo titled – Perspectives, in which he discusses a number of topics including his thoughts on just how far the market still has to drop saying: …
- Charles Munger: 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…
Small Steps to Accuracy: Incremental Updaters are Better Forecasters During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed the research paper – Small Steps to Accuracy: Incremental Updaters are …
The Origins Of Dribbble.comDuring his recent interview with Tobias, Andrew Wilkinson, co-founder of Tiny, discusses the origin of Dribbble. Here’s an excerpt from the interview: Tobias Carlisle: Dribbble …- Michael Mauboussin: Dispersion Creates the Opportunity to Express SkillMichael Mauboussin recently wrote a great paper titled – Dispersion and Alpha Conversion, How Dispersion Creates the Opportunity to Express Skill, in which he discusses the role…
- (Ep.63) The Acquirers Podcast: Andrew Wilkinson – Berkshire.com, How Tiny Is Building The Berkshire Of The InternetIn this episode of The Acquirer’s Podcast Tobias chats with Andrew Wilkinson, co-founder of Tiny, which is a holding company for wonderful internet businesses. During the interv…
- Stock In Focus – TAM Stock Screener – Charles & Colvard, Ltd. (NASDAQ: CTHR)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, Cohen 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…
- Focusing On The Market Can Be A Mistake If It Impacts The Way You Run The PortfolioDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed How Focusing On The Market Can Be A Mistake If It Impacts The Way You Run…
- This Week’s Best Investing Articles, Research, Podcasts 4/17/2020Here’s a list of this week’s best investing reads: Charlie Munger: ‘The Phone Is Not Ringing Off the Hook’ (WSJ) The Stock Market is Not Your Benchmark (A Wealth of Common Sense…
- Cliff Asness: The 3 Reasons That Value Has Worked For The Last Hundred YearsHere’s a great interview with Cliff Asness from AQR on the Rational Reminder Podcast discussing a number of topics including – why value investing has working for the last hundr…
- One Stock Superinvestors Are Buying Or Holding (8)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…
Set Up A Momentum Hedge To Offset False PositivesDuring his recent conversation with Tobias, Clayton Gardner, co-founder of Titan, discussed Setting Up A Momentum Hedge To Offset False Positives. Here’s an excerpt from the int…- VALUE: After Hours (S02 E15): Is it Safe?, Value and the Market, Decision Making: IteratingIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Value and the Market Decision Making: Iterating Focusing On The Market Can Be A Mis…
- Howard Marks Memo: Knowledge Of The FutureIn Howard Marks’ latest memo he discusses the futility of trying to predict what’s likely to happen in the future in the world of investing saying: As I showed by using it again…
- Peter Lynch: How To Deal With A Falling StockHere’s a great short video with legendary investor Peter Lynch providing some great insights into how to deal with a falling stock price. Here’s an excerpt from the presentation…
- David Tepper: Top Buys, Top Sells (Q4 2019)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…
The Consensus Of The Consensus: The Market’s Going Down And Coming Back UpDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Consensus Of The Consensus: The Market’s Going Down And Coming Back U…