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Value Companies Using Comparative M&A Deals In Similar IndustriesDuring his recent interview with Tobias, the team from Tweedy Browne discussed Valuing Companies Using Comparative M&A Deals In Similar Industries. Here’s an excerpt from the in…
Jake Taylor: What Is The Intrinsic Value Of Berkshire HathawayHere’s a great interview with Value After Hours Podcast co-host Jake Taylor on The Investors Podcast discussing his intrinsic valuation of Berkshire Hathaway. Here’s an excerpt …- Bill Ackman: 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 4 Horsemen of CoronapocalypseIn this week’s episode of the VALUE: After Hours Podcast Taylor, Brewster, and Carlisle discussed The 4 Horsemen of Coronapocalypse. Here’s an excerpt from the episode: Tobias C…- Value Investing Works Because It’s Painful And Very, Very DifficultDuring their recent interview with Tobias, the team from Tweedy Browne discussed Value Investing Works Because It’s Painful And Very, Very Difficult. Here’s an excerpt from the …
(Ep.60) The Acquirers Podcast: Tweedy Browne – Long Term, Celebrating The 100-Year Anniversary Of One Of The Most Storied Names In ValueIn this episode of The Acquirer’s Podcast Tobias chats with five members of the legendary value firm Tweedy Browne. These include Roger R. de Bree, Frank H. Hawrylak, Jay Hill, …- Stock In Focus – TAM Stock Screener – Matrix Service Co (NASDAQ: MTRX)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, Price, 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…
- Managing Capital In A DownturnIn this week’s episode of the VALUE: After Hours Podcast Taylor, Brewster, and Carlisle discussed Managing Capital In A Downturn. Here’s an excerpt from the episode: Bill Brewst…
- This Week’s Best Investing Articles, Research, Podcasts 3/27/2020Here’s a list of this week’s best investing reads: When Is the Right Time to Buy Stocks? (Irrelevant Investor) How I’m Managing My Own Money Through the Crisis (A Wealth of Comm…
- Michael Mauboussin: Stress Shortens Investors Time HorizonsHere’s a great interview with Michael Mauboussin on the Value Investing with Legends podcast. During the interview Michael provides some great insights on how stress affects inv…
- One Stock Superinvestors Are Buying (5)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 E12): Deploying Capital, 4 Horsemen of Coronapocalypse and Local HelpingIn this episode of the VALUE: After Hours Podcast Taylor, Brewster, and Carlisle chat about: Managing Capital In A Downturn The 4 Horsemen of Coronapocalypse Who Saw It Coming H…
Recognizing The True Threat Of Coronavirus Before Most During his recent interview with Tobias, Dr Ben Hunt from Epsilon Theory discussed his recognition of the true threat of Coronairus before most. Here’s an excerpt from the int…- Seth Klarman: Finding Bargains Amongst The Carnage And Seeking New CapitalHere’s an article from Yahoo Finance which reports that Seth Klarman at Baupost has spent $1.5 Billion buying assets in recent weeks, and is seeking more capital for his hedge f…
- Howard Marks: No One Could Have Predicted This Black Swan But Should Have Been PreparedHere’s a great discussion with Howard Marks and his team at Oaktree discussing the credit markets and relative value in today’s market. During the discussion Marks provides a ke…
- Prem Watsa: 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…
What The High Yield Index Tells UsIn this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed What The High Yield Index Tells Us. Here’s an excerpt from the episode: Tobias…