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- Forbes: Has Value Investing Stopped Working?Here’s a recent article at Forbes which discusses how even though value investing has had an impressive long term record, has the strategy finally stopped working? Here’s an exc…
- Joel Greenblatt: A Prudent Approach To Investing In Today’s MarketWe’ve just been listening to Joel Greenblatt’s interview on the Value Investing with Legends podcast. During the discussion he provided some great insights into a prudent approa…
The Three Things Investors Should Target In A Potential Investment – Moat, Management, And Forecastabilityhttps://www.youtube.com/watch?v=XNwhabhyi7o?start=777 During their recent interview with Tobias, Sean Stannard-Stockton and Todd Wenning of Ensemble Capital discuss the three th…- John Bogle On Active Managers – The Investment Business Has Really Done Itself A Big Disservice—And Its Clients A Greater DisserviceIn April 2006, John Bogle spoke with members of the Journal of Investment Consulting Editorial Advisory Board about the experiences that shaped his philosophy, his views on the …
- Hottest Short Stocks As Of November 19thS3 Partners recently released its hottest short stocks as of November 19th. The top three stocks include: 1. Peloton Interactive (NASDAQ: PTON) with over 84% short interest % of…
- Investors Should Focus On Idiosyncratic Businesses To Generate Outsized Returnshttps://www.youtube.com/watch?v=XNwhabhyi7o?start=169 During their recent interview with Tobias, Sean Stannard-Stockton and Todd Wenning of Ensemble Capital explain why investor…
- (Ep.39) The Acquirers Podcast: Ensemble Capital – Competitive Advantage, Long-Only, Concentrated, High Conviction, High QualitySummary In this episode of The Acquirer’s Podcast Tobias chats with Sean Stannard-Stockton and Todd Wenning of Ensemble Capital. The firm has a very traditional buffet style, hi…
- TAM Stock Screener – Stocks Appearing in Burry, Greenblatt, Miller 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 11/22/2019Here’s a list of this week’s best investing reads: Would the Stock Market Crash if Elizabeth Warren Became President? (A Wealth of Common Sense) Count the Cash (Humble Dollar) M…
- Bill Ackman: 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…
- Joel Greenblatt: Q3 2019 Top 5 Buys, Top 5 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…
- Cloud – The Next Big Adoption CurveDuring his recent interview with Tobias, Marcelo Lima, managing member of Heller House, discusses cloud computing as the next big adoption curve, and the opportunities that it p…
- Greenwood Investors: Investors Should Focus On Companies That Treat Their Customers With A ‘Pub Approach’ Rather Than A ‘Tourist Approach’Deep value firm Greenwood Investors have just released their latest Q3 2019 Letter which includes a great piece on why investors should focus on companies that treat their custo…
- First Eagle: The Timeless Advantage of Value InvestingHere’s a great interview at Advisor Perspectives with the value investing firm First Eagle titled – The Timeless Advantage of Value Investing. During the interview the First Eag…
- Guy Spier: You Want To Set Up Your Investing Strategy So That You Never Have To Be SmartHere’s a great interview with Guy Spier on Value TV where he discusses his idea generation process and investing strategy. Here’s an excerpt from the interview: Host: Hello Guy.…
- Why Did Warren Buffett Decline Jeff Raikes Advice To Invest In Microsoft When It Was Less Than $20?During his recent interview with Tobias, Marcelo Lima, managing member of Heller House, discusses the email that Jeff Raikes sent to Warren Buffett, advising him to invest in Mi…
- Bill Miller: There Are Signposts (As In The Twilight Zone) That We Could Be On The Cusp Of A Regime Change Towards ValueIn his Q3 2019 Market Comentary, Bill Miller, of value investing firm Miller Value Partners say’s there are signposts (as in the Twilight Zone) that we could be on the cusp of a…
Pzena Investment Management: Webinar EM Value: How Trade Wars Create Opportunities in Emerging MarketsHere’s a great little webinar from value investing firm – Pzena Investment Management which discusses how trade wars create opportunities in emerging markets saying: “This is a …