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Julian Robertson: One Of The Most Important Lessons – Double Up, Not Down!During his recent interview with Tobias, Mark Yusko of Morgan Creek Capital Management discusses one of the most important lessons he learned from Julian Robertson – double up, …- Bill Nygren: Here’s Why Alphabet And Netflix Can Be Classified As Value StocksIn a recent interview with Barron’s famed value investor Bill Nygren explained why Alphabet and Netflix fall into the value stock category. Here’s an excerpt from the interview:…
- What Can Investors Learn From Ray Dalio’s Mentorship With Sean ‘Diddy’ CombsLast week Ray Dalio tweeted that he was mentoring Sean ‘Diddy’ Combs, and included a twenty-five minute video of the session. While the entire video is great, there’s one sectio…
- How Does The Endowment Model (Of Investing) Work?https://www.youtube.com/watch?v=BbIoaAKJCE4?start=706 During his recent interview with Tobias, Mark Yusko of Morgan Creek Capital Management discusses how the endowment model (o…
(Ep.42) The Acquirers Podcast: Mark Yusko – Endowment Value, Endowment Model, Value Investing, Crypto And BitcoinSummary In this episode of The Acquirer’s Podcast Tobias chats with Mark Yusko. He’s the Founder, CEO, and Chief Investment Officer of Morgan Creek Capital Management, an asset …- Carl Icahn: Q3 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…
- George Soros: Q3 2019 – 5 Top New Buys, 5 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…
- This Week’s Best Investing Articles, Research, Podcasts 12/13/2019Here’s a list of this week’s best investing reads: Tradeoffs: The Currency of Decision Making (Farnam Street) Bull Markets Last Much Longer Than You Think (A Wealth of Common Se…
- Carl Icahn: The Life Of An Activist InvestorIf you’ve ever wonder what it’s like to be an activist investor, you may want to take a look at Carl Icahn’s latest open letter to the shareholders of HP and his strong criticis…
- TAM Stock Screener – Stocks Appearing In Greenblatt, Pabrai, Yacktman 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…
- Seth Klarman: It’s Madness To Set Return TargetsIn 2008 Seth Klarman did a great interview with the Harvard Business School to discuss his value investing philosophy, why he believes it continues to work and, why it’s madness…
- The Intellectual Investor – The Intelligent Investor, Plus Creativityhttps://www.youtube.com/watch?v=N7AkXLYu6Vo?start=1742 During his recent interview with Tobias, Vitaliy Katsenelson, author and CEO of Investment Management Associates discusses…
- OSAM: The Momentum Factor Will Continue To Deliver Outperformance – Here’s WhyJamie Catherwood at O’Shaughnessy Asset Management recently wrote a comprehensive piece on why the momentum factor will continue to deliver outperformance saying: There are no c…
- Michael Mauboussin: Ben Graham’s Overarching Investing LessonWe’ve just been listening to Michael Mauboussin’s interview on the Jim Rutt Podcast. During the interview he spoke about the fact that while a number of Ben Graham’s methods hav…
- The Tablecloth to Napkin Financial Analysis ModelDuring his recent interview with Tobias, Vitaliy Katsenelson, author and CEO of Investment Management Associates discusses his tablecloth to napkin financial analysis model. Her…
- Warren Buffett: 15 Book Recommendations Last 10 YearsCNBC recently compiled a list of book recommendations from Warren Buffett, taken from his shareholder letters over the past ten years. Here’s the list: 1. ‘Poor Charlie’s Almana…
- G.A.U.P – Growth At An Unreasonable Pricehttps://www.youtube.com/watch?v=N7AkXLYu6Vo?start=653 During his recent interview with Tobias, Vitaliy Katsenelson, author and CEO of Investment Management Associates discusses …
(Ep.41) The Acquirers Podcast: Vitaliy Katsenelson – Value Intellect, Softbank, Telsa And ValueSummary In this episode of The Acquirer’s Podcast Tobias chats with Vitaliy Katsenelson. He’s the CEO of Investment Management Associates, and the author of two books Active Val…