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What Makes Constellation Software’s Growth-Through-Acquisition Strategy GreatIn this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Constellation Software’s growth-through-acquisition-strategy. Here’s an excerp…- This Week’s Best Investing Articles, Research, Podcasts 2/7/2020Here’s a list of this week’s best investing reads: Putting the Next Market Downturn into Perspective (A Wealth of Common Sense) The Illusory Truth Effect: Why We Believe Fake Ne…
- Prem Watsa: 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…
- VALUE: After Hours (S02 E05): Risk Arbitrage, Leonard’s Constellation CSU.TO And The Fundsmith LetterSummary In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: High-Performance Conglomerate – Constellation Software Is There A Renaissan…
Great Consumer Franchises Provide Profitable Investment OpportunitiesDuring his recent interview with Tobias, Jon Boyar, JD/President of Boyar Research, discussed why great consumer franchises provide profitable investment opportunities saying: T…- Stanley Druckenmiller: 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…
How To Think About Starting Position Size For An Anti-FOMO PortfolioIn this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss how to implement an Anti-FOMO sizing strategy to get started in a position. Here…- Why Have Spin-Offs Significantly Underperformed Over The Last Decade During his recent interview with Tobias, Jon Boyar, JD/President of Boyar Research, discussed why spin-offs have significantly under-performed over the last decade saying: Jon…
- Bruce Greenwald: Old School Value Investors Who Do Not Evolve Will DisappearHere’s a great interview with Bruce Greenwald on the Value Investing With Legends Podcast. During the interview Greenwald explains why old school value investors, who do not evo…
- The Implicit Bets In Value vs GrowthIn this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss the implicit bets in value vs growth. Here’s an excerpt from the episode: Jake T…
- The Problem With Investing In Cyclicals Is That You Have To Be Right TwiceDuring his recent interview with Tobias, Jon Boyar, JD/President of Boyar Research, discussed the problem with investing in cyclical businesses is that you have to be right twic…
- Michael Burry: What Was The Secret Sauce Of The Doomsday MachineHere’s a great lecture by Michael Burry at the Vanderbilt University in 2011 in which he discusses how the financial crisis happened, why it should have been obvious to everyone…
- (Ep.51) The Acquirers Podcast: Jon Boyar – Private Equity – Private Market Value, Spinoffs, And Super Mario GabelliIn this episode of The Acquirer’s Podcast, Tobias chats with Jon Boyar. He is the JD/President of Boyar Research, which is one part of the value investing firm, Boyar Value Grou…
- TAM Stock Screener – Stocks Appearing In Greenblatt, Dalio, Fisher 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…
Tobias Carlisle On The Millennial PodcastThis week Tobias had a chat with Robert Leonard at The Millennial Podcast. During the interview they discussed various stock market investing strategies, such as deep value, val…- Monster Compounder Heico CorpIn this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss monster compounder, Heico Corp. Here’s an excerpt from the episode: Tobias Carli…
- This Week’s Best Investing Articles, Research, Podcasts 1/31/2020Here’s a list of this week’s best investing reads: Being A Noob (Paul Graham) Why Market Timing Can Be So Appealing (Of Dollars and Data) 2020 Predictions (Scott Galloway) What …
- David Tepper – Top New Buys, Top Sold Out PositionsOne 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…