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Sam Zell: Where There’s No Competition You Can Produce Exceptional MarginsWe’ve just been listening to a fantastic interview with Sam Zell on Tim Ferriss’ podcast. During the interview Zell speaks about one of his most successful investments and a les…
Value: After Hours S02 E04: How $HEI ran 47,500%; Anti-FOMO Starter Size Rules; and Value vs GlamourSummary In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Heico Corp Has Increased It’s Share Price By Five Times More Than Berkshire…
150 Years Of Evidence Suggests Value Investing Will SurviveIn this episode of The Acquirer’s Podcast, Tobias chats with. Simon Adler. He’s a Fund Manager on the Schroders Global Value Team and he manages two funds, Global Recovery and G…- Charles Munger: The Overarching Problem With The Money Management IndustryDuring the 2003 Berkshire Hathaway Annual Meeting, Munger and Buffett discussed the overarching problem with the money management industry, and why it’s impossible for most mone…
- Jim Simons: 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 Hollywood Mogul Barry Diller Built A $4.2 Billion Tech Fortune Out Of Underdog AssetsSummary In this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss how Hollywood mogul Barry Diller built a $4.2 Billion tech fortune out o…- 7 ‘Red’ Questions To Uncover Value TrapsIn this episode of The Acquirer’s Podcast, Tobias chats with Simon Adler. He’s a Fund Manager on the Schroders Global Value Team and he manages two funds, Global Recovery and Gl…
- Aswath Damodaran: “If You Are A Believer In Value, As I Am, Good Value Investing Requires Creativity And Out-Of-The-Box Thinking”Aswath Damodaran has just released his latest data update titled – Data Update 2 for 2020: Retrospective on a Disruptive Decade, in which he provides some extensive analysis on …
- Seth Klarman: Investors Should Not Target A Desired Rate Of ReturnIn his book, Margin of Safety, Seth Klarman provides some great insights into the reasons why investors should not target desired rates of return, saying: Choosing to avoid loss…
- The Right Tail – How Errors Of Omission Hurt Your ReturnsSummary In this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Right Tail – How Errors Of Omission Hurt Your Returns. Here’s an e…
- How Investors Can Learn From Their Mistakes Using The U.S Military’s After Action ReviewIn his recent interview with Tobias, Simon Adler, a Fund Manager on the Schroders Global Value Team discussed how investors can learn from their mistakes using the U.S Military’…
(Ep.50) The Acquirers Podcast: Simon Adler – Recovery Value – Deep Value With Schroders Global Value Recovery And Global Income In this episode of The Acquirer’s Podcast Tobias chats with Simon Adler. He’s a Fund Manager on the Schroders Global Value Team., where he manages two funds, Global Recovery a…- 3 Lessons Investors Can Learn From Rush Drummer Neil PeartSummary In this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed three lessons investors can learn from Rush drummer, Neil Peart. Here’…
Aswath Damodaran: Many Active Managers Will Be Wiped Out By ETFs And They Deserve It!In a recent interview with The Economic Times, Aswath Damodaran was asked about his thoughts on active vs passive investing and the impact that ETFs will have on existing active…- TAM Stock Screener – Stocks Appearing In Marks, Griffin, Asness 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 1/24/2020Here’s a list of this week’s best investing reads: If Stocks Are ‘Ridiculously Cheap’ Why Isn’t Warren Buffett Buying? (Felder Report) Preparing For Lower Returns (The Irrelevan…
- Ray Dalio: Cash Is Trash In 2020Interviewer: David Tepper had texted into the show on Friday and suggested right now you have to be in the market, full-on. So the question is whether everybody jumps on the tra…
- Bill Nygren – 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…