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The Narrative Machine & Big ComputeDuring his recent interview with Tobias, Dr Ben Hunt from Epsilon Theory discussed The Narrative Machine & Big Compute. Here’s an excerpt from the interview: Tobias Carlisle: Th…- David Einhorn: 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 Importance Of Focusing On Antifragile BusinessesIn this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Importance Of Focusing On Antifragile Businesses. Here’s an excerpt from t…- Game Theory For LaymenDuring his recent interview with Tobias, Dr Ben Hunt from Epsilon Theory discussed Game Theory for Laymen. Here’s an excerpt from the interview: Tobias Carlisle: Can you give us…
- James Montier: Dare To Be Different – Value Stocks In Emerging MarketsJames Montier recently wrote a great memo titled – Dare To Be Different, in which he discusses the idea of focusing on value stocks in emerging markets to generate outsized retu…
- (Ep.59) The Acquirers Podcast: Dr Ben Hunt – Epsilon T, Game Theory, Big Compute, Narratives And CoronavirusIn this episode of The Acquirer’s Podcast Tobias chats with Dr Ben Hunt from Epsilon Theory, which is Second Foundation’s principal publishing brand, a newsletter and website th…
- Stock In Focus – TAM Stock Screener – G Willi-Food International Ltd (NASDAQ: WILC)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, 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…
- Is Coronavirus The Crowbar On The Tracks Of Our Train Of FragilityDuring this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Is Coronavirus The Crowbar On The Tracks Of Our Train Of Fragility. Here’s…
- This Week’s Best Investing Articles, Research, Podcasts 3/20/2020Here’s a list of this week’s best investing reads: BIN There, Done That (Michael Mauboussin) Two Things We Know With High Confidence (Collaborative Fund) Returns From the Bottom…
- Dan Rasmussen: Value Investing Outperforms In Times Of CrisisHere’s a great interview with Dan Rasmussen on the Invest Like The Best podcast with Patrick O’Shaughnessy in which Dan discusses how to maximize returns during market panics, i…
The Age Of The Trillion Dollar CompanyDuring his recent interview with Tobias, Alex Rubalcava, Co-Founder And Managing Partner at Stage Venture Partners, discussed the age of the trillion dollar company. Here’s an e…- VALUE: After Hours (S02 E11): Markets in Turmoil II, Fragility and Antifragility, High Yield IndexIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Is Coronavirus The Crowbar On The Tracks Of Our Train Of Fragility The Importance O…
- One Stock Superinvestors Are Buying (4)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…
- Howard Marks: There Is Value Here, But When Do You Pull The Trigger?Here’s a great short interview with Howard Marks speaking on CNBC in which he discusses the dilemma that ever investor faces in a falling market. When do you pull the trigger wh…
- Stanley Druckenmiller: 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…
- How To Invest In Enterprise Software StartupsDuring his recent interview with Tobias, Alex Rubalcava, Co-Founder And Managing Partner at Stage Venture Partners, discussed how to invest in enterprise software startups. Here…
Investing In Airlines And OTAsIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Investing In Airlines And OTAs. Here’s an excerpt from the episode: Bill Brewster: Yeah…