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(Ep.24) The Acquirers Podcast: Daniel Grioli – Market Fox, Liquid Alternatives, Investment StrategiesSummary In this episode of The Acquirer’s Podcast Tobias chats with Daniel Grioli, the Managing Partner at Guisgard Capital. Daniel constructs his portfolios using the best idea…- TAM Stock Screener – Stocks Appearing in Greenblatt, Dalio, 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…
- This Week’s Best Investing Reads 8/16/2019Here’s a list of this week’s best investing reads: Investing in a Negative Interest Rate World (A Wealth of Common Sense) Is the Yield Curve Coming to Kill You? (The Reformed Br…
- Seth Klarman Protege David Abrams – Top 10 Holdings Q22019One 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…
The Single Best Metric In Investing Is…https://www.youtube.com/watch?v=ybA8Wge5Xz4?start=1445 During his recent interview with Tobias, Eddy Elfenbein, who owns the popular investing blog Crossing Wall Street Blog, di…- GMO: Just Why Has Value Underperformed Growth For The Past Decade?Here’s a great new paper by the team at GMO which discusses the factors that have caused the underperformance of value investing in the past decade, stating: The performance of …
- Joel Greenblatt: Investors Should Search For Companies That Achieve A High Return On CapitalHere’s a great excerpt from Joel Greenblatt’s book – The Little Book That Beats The Market, in which he discusses the importance of finding businesses that can achieve a high re…
- Investors Should Look For Companies That Have A Pseudo-Monolopyhttps://www.youtube.com/watch?v=ybA8Wge5Xz4?start=3056 During his recent interview with Tobias, Eddy Elfenbein, who owns the popular investing blog Crossing Wall Street Blog, di…
- Warren Buffett: The Investor’s Misery IndexHere’s a great excerpt from Warren Buffett’s 1979 Berkshire Hathaway Shareholder Letter in which he illustrates the impact that inflation can have on an investor’s returns, usin…
- Finding High Quality Stocks Starts With The World’s Simplest Valuation Measurehttps://www.youtube.com/watch?v=ybA8Wge5Xz4?start=803 During his recent interview with Tobias, Eddy Elfenbein, who owns the popular investing blog Crossing Wall Street Blog, dis…
(Ep.23) The Acquirers Podcast: Eddy Elfenbein – Buy List, Fundamentally Sound, High Earnings QualitySummary In this episode of The Acquirer’s Podcast Tobias chats with Eddy Elfenbein. He is proprietor of the popular investing blog Crossing Wall Street Blog, and he’s also the p…- Stephen Mandel – Top 10 Holdings Q12019One 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 Reads 8/9/2019Here’s a list of this week’s best investing reads: Why the stock market must go down (The Reformed Broker) Different Ways to be Rich in 2019 (A Wealth of Common Sense) An Old Fi…
- TAM Stock Screener – Stocks Appearing in Icahn, Greenblatt, Dalio 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…
Investors Should Consider Permanently Allocating 5-10% Of Their Portfolio Into Goldhttps://www.youtube.com/watch?v=Fthp2PYU0WI?start=3522 During his recent interview with Tobias, Zach Abraham, who runs Bulwark Capital Management and has a radio show called Kno…- Charlie Munger: An Idiot Could Diversify A Portfolio!Here’s a great excerpt from Charlie Munger’s Daily Journal Meeting earlier this year in he discusses why portfolio diversification is completely unnecessary. He illustrates the …
- Here’s Why Fixed Indexed Annuities Should Be Considered As An Alternative To Bondshttps://www.youtube.com/watch?v=Fthp2PYU0WI?start=2557 During his recent interview with Tobias, Zach Abraham, who runs Bulwark Capital Management and has a radio show called Kno…
(Ep.1) Acquirers Active: $IRTC Short, Kerrisdale’s Short Thesis On Irhythm TechnologiesSummary In this episode of Acquirer’s Active Tobias chats with Sahm Adrangi and David Cohen of Kerrisdale Capital about their short thesis on Irhythm Technologies Inc (NASDAQ: I…