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Marathon Asset Management and Capital AccountIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Marathon Asset Management and Capital Account. Here’s an excerpt from the episode: Bi…
BRK 2019 Annual Report – The Power Of Retained EarningsWarren Buffett recently released his Berkshire Hathaway Annual Report 2019. One of the key take-aways from the letter is Berkshire’s ongoing focus on the power of retained earni…
(Ep.54) The Acquirers Podcast: Mark Simpson – Danger Man, Avoiding Behavioral Errors, Investor Personality Types And Common MistakesIn this episode of The Acquirer’s Podcast Tobias chats with Mark Simpson. He’s the author of Excellent Investing: How to Build a Winning Portfolio, and the manager of Danger Cap…- TAM Stock Screener – Stocks Appearing In Greenblatt, Dalio, 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…
- This Week’s Best Investing Articles, Research, Podcasts 2/21/2020Here’s a list of this week’s best investing reads: Never Has a Venial Sin Been Punished This Quickly and Violently! (Cliff Asness) The Biggest Problem in Finance? (A Wealth of C…
- Tom Gayner On Position Sizing And StrategyIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Tom Gayner on position sizing and strategy. Here’s an excerpt from the episode: Jake …
- Dan Loeb: Latest Activist PositionsAs a new weekly feature here at The Acquirer’s Multiple, we’re going to take a look at the latest activist positions from some of our favorite superinvestors based on their late…
The Golden Age In DurationDuring his recent interview with Tobias, Dylan Grice, co-founder of Calderwood Capital Research, and author of the Popular Delusion Reports, discussed the golden age of duration…- VALUE: After Hours (S02 E07): Gayner’s Sizing, 700 Year Decline In Rates And Marathon’s Capital AccountSummary In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Tom Gayner’s Take On Position Sizing And Strategy Marathon Asset Management…
- Warren Buffett: Top Buys, Top SellsOne 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…
Ray Dalio: The Magic Behind The Holy Grail Of Investing StrategyHere’s a great short video by Ray Dalio in which he explains the magic behind his ‘holy grail of investing’. The holy grail strategy consists of 15-20 uncorrelated investments t…- Richard Feynman on Economics – Cargo Cult ScienceDuring his recent interview with Tobias, Dylan Grice, co-founder of Calderwood Capital Research, and author of the Popular Delusion Reports, discussed Richard Feynman on Economi…
Bruce Greenwald’s Theory of Local Scale AdvantagesIn this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Bruce Greenwald’s theory of ‘local scale advantages’. Here’s an excerpt from t…- Howard Marks: One Of The Most Essential Ingredients In Investing Is The Ability To Look StupidIn this interview with Shane Parrish on The Knowledge Project Podcast, Howard Marks provides some great insights into the importance of looking stupid in order to become a succe…
- Warren Buffett: 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…
- Origins Of High Performance Conglomerate Jack Henry $JKHYIn this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed the origins of high performance conglomerate, Jack Henry $JKHY. Here’s an exce…
- The Anatomy Of A Forecast ErrorDuring his recent interview with Tobias, Dylan Grice, co-founder of Calderwood Capital Research, and author of the Popular Delusion Reports, discussed the anatomy of a forecast …
- Charles Munger: Classical Moats Are Rapidly DisappearingDuring the recent Daily Journal annual meeting (2/12/2020), Charles Munger was asked about the impact that technology is having on traditional moats. Here’s the question and his…