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- Charlie Munger: “I Don’t Like Even Looking For Exits. I’m Looking For Holds”During the 2019 Daily Journal Annual Meeting Charlie Munger made some great admissions about his inability to successfully exit stock positions saying: “I don’t like even lookin…
The Entire Stock Market Is Loaded To One Side Of The BoatDuring this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss how the entire stock market is currently loaded to one side of the boat, and…
S1 And S3 Filings Provide A Great Source For Investment OpportunitiesDuring his recent interview with Tobias, Steven Kiel of Arquitos Capital discusses how S1 and S3 filings provide a great source for investment opportunities. Here’s an excerpt f…- Howard Marks: Latest Memo: You Bet!We’ve just been reading Howard Marks’ latest memo titled – You Bet! in which he discusses an observation he made when he was seventeen after reading the book Decisions Under Unc…
- ‘Transition Companies’ Provide Successful Investment OpportunitiesDuring his recent interview with Tobias, Steven Kiel of Arquitos Capital discusses special situation investing and ‘transition companies’. Here’s an excerpt from the interview: …
- How Do You Know When You’re Ready To Start Your Own Fund And Run Outside Capital?During this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss how you know when you’re ready to start your own fund and run outside capita…
- (Ep.48) The Acquirers Podcast: Steven Kiel – Transition Co’s – Balance-Sheet-To-Income-Statement Investing, Special Situations And GrahamIn this episode of The Acquirer’s Podcast Tobias chats with Steven Kiel. He runs Arquitos Capital and he’s got a lot of other interesting investments. He’s also a special situat…
- @LAForeverHall’s Thought Provoking TweetStormDuring this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss @LAForeverHall’s Thought Provoking TweetStorm: Tobias Carlisle: The tweet st…
- This Week’s Best Investing Articles, Research, Podcasts 1/10/2020Here’s a list of this week’s best investing reads: No One Wants to Follow a Pessimist (A Wealth of Common Sense) Gradual Improvements Redux (The Irrelevant Investor) The Two Kin…
- Robert Shiller: ‘Gut Feelings’ Are Driving The MarketsRobert Shiller recently wrote a great article in The New York Times titled – ‘Gut Feelings’ Are Driving The Markets in which he discusses why the U.S stock market is trading at …
- TAM Stock Screener – Stocks Appearing In Cohen, Griffin, 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…
- Charles Munger: Q4 2019 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…
- Bill Gates: Q3 2019 – 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…
Key Insights From The Man Who Solved The MarketDuring his recent interview with Tobias, Gregory Zuckerman, author of The Man Who Solved the Market, discussed his key takeaways from the book. Here’s an excerpt from the interv…- (S02 E01) The VALUE: After Hours PodcastSummary In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Our 2020 New Year’s Resolutions 3 Points From @LAForeverHall’s Thought Prov…
Get Your Free Pass To See Tobias Online At The Wealth365 SummitGet your FREE PASS to see Tobias Carlisle and a bunch of other really smart investors online at the Wealth365 Summit, January 2020. It’s all 100% online so you don’t have to lea…- Peter Lynch: Buy Stocks That Are In The Second Innings Of The BallgamePeter Lynch recently did a great interview with Barron’s in which he provided some great insights into what characterizes a great company, understanding the company’s story, and…
- How Being ‘Too Big’ In Investing Leads To UnderperformanceDuring his recent interview with Tobias, Gregory Zuckerman, author of The Man Who Solved the Market, discussed how being too big in investing leads to under-performance. Here’s …