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- Warren Buffett: Investing Is Much Like Reporting – Writing The Right StoryHere’s a great excerpt from an interview that Warren Buffett did with BizNews in 2017 in which he illustrates how investing is much like reporting. Buffett was asked the followi…
To Infinity and Beyond Meat – Keep Your Head When All About You Are Losing Theirshttps://www.youtube.com/watch?v=Fthp2PYU0WI?start=409 During his recent interview with Tobias, Zach Abraham, who runs Bulwark Capital Management and has a radio show called Know…
(Ep.22) The Acquirers Podcast: Zach Abraham – Known Risks, Value, Activism And 60/40 Bond AlternativesSummary In this episode of The Acquirer’s Podcast Tobias chats with Zach Abraham who runs Bulwark Capital Management and has a radio show called Know Your Risk Radio. During the…- TAM Stock Screener – Stocks Appearing in Dalio, Greenblatt, 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 8/2/2019Here’s a list of this week’s best investing reads: Elizabeth Warren’s Banking Sector Napalm (The Reformed Broker) You May Have Longer Than You Think to Invest For Retirement (A …
- Bill Ackman – Top 10 Holdings Q1 2019One 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 Graham Two Factor Model Still Provides Great Returns Todayhttps://www.youtube.com/watch?v=gJoyXVvvbdc?start=2178 During his recent interview with Tobias, Tim Melvin, who is a 31 year veteran of the financial services industry, discusse…- Charlie Munger: The Two Markets That Are Most InefficientHere’s a great excerpt from Whitney Tilson’s notes on the 2007 Wesco Annual Meeting. During the meeting Charlie Munger provides some great insights on the growing popularity of …
- The Best Returns Can Be Found In Small Illiquid Value Stockshttps://www.youtube.com/watch?v=gJoyXVvvbdc?start=1786 During his recent interview with Tobias, Tim Melvin, who is a 31 year veteran of the financial services industry, discusse…
- Michael Burry: How To Make 7x Plus On Your InvestmentHere’s a great excerpt from Michael Burry’s Scion Capital 2001 Shareholder Letter in which he illustrates how investors can make 7x plus on their investment by valuing the entir…
- There’s Two Places In The Market Where Book Value Is Still The Best Metric For Valuationhttps://www.youtube.com/watch?v=gJoyXVvvbdc?start=1161 During his recent interview with Tobias, Tim Melvin, who is a 31 year veteran of the financial services industry, discusse…
(Ep.21) The Acquirers Podcast: Tim Melvin – Financial Value, Graham And Schloss Meets Kravis In FinancialsSummary In this episode of The Acquirer’s Podcast Tobias chats with Tim Melvin who is a 31 year veteran of the financial services industry, as a broker, advisor, and a portfolio…- TAM Stock Screener – Stocks Appearing in Greenblatt, Simons, 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 Reads 7/26/2019Here’s a list of this week’s best investing reads: The Optimal Portfolio (A Wealth of Common Sense) Pershing Square up 45% in the first half of 2019 as Bill Ackman win streak co…
- Steven Romick – Top 10 Holdings Q1 2019One 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…
- Walter Schloss: It’s An Irrational World, So You Can’t Always Do Things LogicallyHere’s an excerpt from a 1989 article featuring Walter Schloss titled – Searching for Value. In the article Schloss provides some great insights into the difficulty of investing…
- Investors Can Bundle Multiple Trend Strategies To Smooth Out Returns And Reduce Volatilityhttps://www.youtube.com/watch?v=pEX-UlEfEBU?start=3272 In his recent interview with Tobias, Adam Butler, CIO of ReSolve Asset Management discusses how investors can bundle multi…
- Warren Buffett: How Investors Lose Millions – If It [The Stock Price] Ever Gets Back There, I’ll Buy It!Here’s a great excerpt from a CNBC interview with features Warren Buffett, Bill Gates, and Charlie Munger. During the interview Buffett illustrates how investors miss out on gre…