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(Ep.36) The Acquirers Podcast (Bonus): Ian Cassel Interviews Tobias CarlisleSummary In this episode of The Acquirer’s Podcast Ian Cassel steps into the hosts seat to interview Tobias Carlisle. Ian is the Founder of MicroCapClub and Intelligent Fanatics …- Ray Dalio: The World Has Gone Mad And The System Is BrokenRay Dalio has just written a great piece on his Linkedin page titled – The World Has Gone Mad And The System Is Broken. In the article he outlines the reasons why he believes th…
Is Value Investing A Bet Against Tech?https://www.youtube.com/watch?v=xj1V8AFXIA0?start=1138 During his recent interview with Tobias, Jack Forehand, Partner at Validea Capital Management, discusses whether value inv…- David Einhorn: The Bear Case For NetflixIn his latest Q3 2019 Shareholder Letter, David Einhorn, discusses how he successfully shorted Netflix, and his ongoing bear case for the company. It provides a great insight in…
- Michael Mauboussin: 3 Lessons Investors Can Learn From The Quest To Win The Triple CrownIn 2015, Michael Mauboussin wrote a great paper titled – Triple Crown Teachings, Three Takeaways from the Quest for the Elusive Feat. In the paper he discusses how the quest to …
- Does Big Data Lead To More Value Traps?https://www.youtube.com/watch?v=xj1V8AFXIA0?start=1015 During his recent interview with Tobias, Jack Forehand, Partner at Validea Capital Management, discusses whether big data …
- Philip Carret: Why Investors Should Avoid Stock TipsIn his great investing book, The Art of Speculation, Philip Carret provided some great insights into why investors should avoid stock tips, saying: If a trader could select the …
- How To Recreate A Buffett Style Portfoliohttps://www.youtube.com/watch?v=xj1V8AFXIA0?start=63 During his recent interview with Tobias, Jack Forehand, Partner at Validea Capital Management, discusses how to recreate a B…
(Ep.35) The Acquirers Podcast: Jack Forehand – Practical Quant, Applied Value, Momentum, And Guru ReplicationSummary In this episode of The Acquirer’s Podcast Tobias chats with Jack Forehand. He is a Partner at Validea Capital Management and responsible for the firm’s overall operation…- What Do The Top Value Funds Have in Common?Over the past two days we posted Part 1, and Part 2 of Morningstar’s three part series on Value Investing. Following is the final part in the series which examines the common th…
- TAM Stock Screener – Stocks Appearing in Greenblatt, Griffin, 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…
- This Week’s Best Investing Articles, Research, Podcasts 11/1/2019Here’s a list of this week’s best investing reads: How to Use Occam’s Razor Without Getting Cut (Farnam Street) The Spectrum of Wealth (Collaborative Fund) Everything You Need t…
- Value Managers On Why Value Investing Has UnderperformedYesterday we posted Part 1 in a three part series by Morningstar titled – Morningstar: Value Investing: A Deep Dive Into Performance. Today we look at Part 2 in which Morningsta…
- Bruce Berkowitz: Q2 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…
Investors Can Find Great Opportunities In Stocks With A Masking Effecthttps://www.youtube.com/watch?v=N8poJe2osJg?start=869 During his recent interview with Tobias, Connor Haley, Founder of Alta Fox Capital Management, discusses how investors can …- Morningstar: Value Investing: A Deep Dive Into PerformanceHere’s a great article at Morningstar that does a deep dive on the underperformance of value investing over the past twenty years. The article is the first in a three part serie…
- James Chanos: How To Spot A FraudJames Chanos is well known for his specialization in short-selling. His best known call was on Enron Corp before it filed for bankruptcy in 2001, and what makes it instructive i…
- The 3 Investment Edges Every Investor Should Be Seekinghttps://www.youtube.com/watch?v=N8poJe2osJg?start=1626 During his recent interview with Tobias, Connor Haley, Founder of Alta Fox Capital Management, discusses the three investm…