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Buy Good Companies That Will Not Have Free Cash Flow Impairment For The Next 3-5 YearsDuring his recent conversation with Tobias, Clayton Gardner, co-founder of Titan, discussed Buying Good Companies That Will Not Have Free Cash Flow Impairment For The Next 3-5 Y…- Seth Klarman: How To Hedge Your PortfolioIn Seth Klarman’s Book Margin of Safety he provides some great examples of how investors can hedge their portfolios, depending on what they’re currently holding. Here’s an excer…
- Tom Gayner: Top 10 Holdings (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 New Grain Of Salt IndexDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The New Grain Of Salt Index. Here’s an excerpt from the episode: Tobias C…- Titan’s 13F Replication Strategy In A Fintech WrapperDuring his recent conversation with Tobias, Clayton Gardner, co-founder of Titan, discussed Titan’s 13F Replication Strategy In A Fintech Wrapper. Here’s an excerpt from the int…
- (Ep.62) The Acquirers Podcast: Clayton Gardner – Titan Tech, An Old-School Hedge Fund Strategy In A Fintech WrapperIn this episode of The Acquirer’s Podcast Tobias chats with Clayton Gardner, co-founder of Titan, which is a mobile investing platform – it’s a hedge fund for everyone. During t…
- Stock In Focus – TAM Stock Screener – Travelzoo (NASDAQ: TZOO)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, Fisher, Griffin 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…
- Restoration Hardware’s Recent Earnings CallDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Restoration Hardware’s Recent Earnings Call. Here’s an excerpt from the e…
- This Week’s Best Investing Articles, Research, Podcasts 4/10/2020Here’s a list of this week’s best investing reads: Coronavirus and Credibility (Paul Graham) No, This is Not the Great Depression (The Irrelevant Investor) The 6 Commandments of…
- Nassim Taleb: Advised Tail Risk Fund Returned 3,600% in MarchHere’s an article from Bloomberg which reports that a tail-risk fund advised by Nassim Taleb returned a staggering 3,612% in March. Here’s an excerpt from the article: A tail-ri…
- One Stock Superinvestors Are Buying (7)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 E14): Grain-of-Salt Indicator, Restoration Hardware, and Consensus ConsensusIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: What Can We Learn From Restoration Hardware’s Recent Earnings Call The New Grain Of…
The Bezel: Most Companies Will Use This Turmoil To Re-Base Their EarningsDuring his recent conversation with Tobias, Stephen Clapham, founder of Behind The Balance Sheet, discussed why Most Companies Will Use This Turmoil To Re-Base Their Earnings. H…- Bill Ackman: 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…
- Bill Ackman: There Are Many Compelling Bargains In The Equity MarketsBill Ackman has just released his 2019 Annual Report in which he reported that during the year ended December 31, 2019, PSH’s NAV increased 58.1%, ending the year at $26.94 per …
- Howard Marks: Waiting For The Market Bottom Is FollyHoward Marks has written yet another memo recently titled Calibrating in which he discusses his views on why investors should consider a change in their portfolio’s positioning …
Value Portfolio UpgradeDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed the Value Portfolio Upgrade. Here’s an excerpt from the discussion: Tobia…