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(Ep.53) The Acquirers Podcast: Dylan Grice – Pop Delusions – The Golden Age Of Duration, Richard Feynman, Cargo Cults And Anatomy Of A ForecastIn this episode of The Acquirer’s Podcast Tobias chats with Dylan Grice. He is the co-founder of Calderwood Capital Research, and writes the Popular Delusion Reports. During the…- TAM Stock Screener – Stocks Appearing In Greenblatt, Dalio, Tudor Jones 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…
How An Oil Spike Will Pop The Everything BubbleIn this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed how an oil spike could pop the Everything Bubble. Here’s an excerpt from the e…- This Week’s Best Investing Articles, Research, Podcasts 2/14/2020Here’s a list of this week’s best investing reads: Some Bull Market Reminders (A Wealth of Common Sense) An Astronaut’s Guide to Mental Models (Farnam Street) History is Only In…
- Charles Munger: Daily Journal Annual Meeting 2020: Fish Where The Fish Are, And That’s Not The U.S!This week Charles Munger spoke at the Daily Journal Annual Meeting 2020. During the meeting Munger was asked a question from our very own Bill Brewster, co-host on the VALUE: Af…
- John Paulson: 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…
Manage Risk By Diversifying Your DiversifiersDuring his recent interview with Tobias, Corey Hoffstein, co-founder and Chief Investment Officer at Newfound Research discussed his approach to managing risk using a strategy t…- VALUE: After Hours (S02 E06): Greenwald on Local Competition, Oil Pops the Bubble, Jack Henry JKHYSummary In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Bruce Greenwald: We’re Moving Into An Economy Based On Local Scale Advantag…
- Rich Pzena: Top 10 HoldingsOne 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…
- Joel Greenblatt: Why Does A Company’s Stock Price Fluctuate So WildlyIn Joel Greenblatt’s book – The Little Book That Still Beats The Market, he answers the question of why does a company’s stock price fluctuate so wildly, and what you should do …
- Value Investing Indices Are Not All Created EquallyDuring his recent interview with Tobias, Corey Hoffstein, co-founder and Chief Investment Officer at Newfound Research discussed why value investing indices are not all created …
Lessons From Fundsmith’s Shareholder LettersIn this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Fundsmith’s CEO Terry Smith, and his shareholder letters. Here’s an excerpt fr…- Carl Icahn: Latest Activist Positions 13D/G FilingsAs 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 Agnostic’s Case For ValueDuring his recent interview with Tobias, Corey Hoffstein, co-founder and Chief Investment Officer at Newfound Research discussed the agnostic’s case for value. Here’s an excerpt…
- Are We Seeing A Return To Risk ArbitrageIn this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed the return of risk arbitrage. Here’s an excerpt from the episode: Tobias Carli…
- Michael Mauboussin: Many Investors Are Not Congruent With What They’re Ultimately Trying To DoHere’s a great interview with Patrick O’Shaughnessy and Michael Mauboussin on ways to improve processes at Capital Camp 2019. During the interview Mauboussin discusses one reaso…
- (Ep.52) The Acquirers Podcast: Corey Hoffstein – Equity Momo – Robust Equity Momentum, And The Agnostic Case For ValueIn this episode of The Acquirer’s Podcast Tobias, chats with Corey Hoffstein. He is a co-founder and Chief Investment Officer at Newfound Research. Founded in August 2008, Newfo…
- TAM Stock Screener – Stocks Appearing In Icahn, Gabelli, 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…