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- Investors Can Develop An “All Weather” Risk Parity Portfolio That Will Outperformhttps://www.youtube.com/watch?v=pEX-UlEfEBU?start=1799 In his recent interview with Tobias, Adam Butler, CIO of ReSolve Asset Management discusses how investors can develop an “…
- Joel Greenblatt: Selling: Know When To Hold ‘Em, Know When To Fold ‘EmHere’s a great excerpt from Joel Greenblatt’s book – You Can Be A Stock Market Genius, on when is the right time to sell a stock, saying: This is probably as good a time as any …
- Why Do Investors, That Are Given Proven Strategies That Work, Still Underperformhttps://www.youtube.com/watch?v=pEX-UlEfEBU?start=1452 In his recent interview with Tobias, Adam Butler, CIO of ReSolve Asset Management discusses why investors that are given p…
(Ep.20) The Acquirers Podcast: Adam Butler – Adaptive Assets, The Philosophy Of Robust QuantSummary In this episode of The Acquirer’s Podcast Tobias chats with Adam Butler, CIO of ReSolve Asset Management. Adam has developed a number of adaptive strategies that are des…- TAM Stock Screener – Stocks Appearing in Pzena, 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…
- This Week’s Best Investing Reads 7/19/2019Here’s a list of this week’s best investing reads: Paradigm Shifts (Ray Dalio) Value Is Dead, Long Live Value (OSAM) Joel Greenblatt – Keynote Presentation: Ben Graham VI (CFA I…
- Daily Journal Corp (Charles Munger) – Top 10 Holdings Q2 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…
- Investors Can Find Some Of The Best Opportunities In The Smallest Listed Companieshttps://www.youtube.com/watch?v=CLqepjONgtk?start=2669 During his recent interview with Tobias, Adrian Saville, CEO and founder of Cannon Asset Managers in South Africa, discuss…
- Joel Greenblatt: Here’s Why A Concentrated Portfolio Makes SenseHere’s a great excerpt from Joel Greenblatt’s interview on Masters in Business in which he provides a great example of why a concentrated portfolio makes sense, saying: GREENBLA…
The One Reason Mean Reversion Is So Powerful – This Too Shall Pass!https://www.youtube.com/watch?v=CLqepjONgtk?start=2896 During his recent interview with Tobias, Adrian Saville, CEO and founder of Cannon Asset Managers in South Africa, discuss…- Michael Burry: The Best Way For Investors To Minimize Risk Is…Here’s a great excerpt from Michael Burry’s 2001 Scion Capital Shareholder Letter in which he discusses the best way for investors to minimize risk saying: Although an outsider …
- What Are The Four Attributes Necessary To Create A Successful ‘SuperDogs’ Portfoliohttps://www.youtube.com/watch?v=CLqepjONgtk?start=454 During his recent interview with Tobias, Adrian Saville, CEO and founder of Cannon Asset Managers in South Africa, discusse…
(Ep.19) The Acquirers Podcast: Adrian Saville – SuperDogs, Deep Value Investing In South AfricaSummary In this episode of The Acquirer’s Podcast Tobias chats with Adrian Saville, who is the CEO and founder of Cannon Asset Managers in South Africa. Since the mid-1990’s Adr…- TAM Stock Screener – Stocks Appearing in Dalio, Griffin, Cohen 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 7/12/2019Here’s a list of this week’s best investing reads: Blogger wisdom: genuine surprises (Abnormal Returns) The Broker Who Saved America (The Reformed Broker) Why stock-picking skil…
- Berkshire Hathaway (Warren Buffett) – 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…
How To Find Great Investment Opportunities In Closely Held Micro-Capshttps://www.youtube.com/watch?v=ZyKCjW_Q5vs?start=763 During his recent interview with Tobias, small cap value manager Eric Cinnamond discusses how investors can find great inve…- Michael Mauboussin: The Five Principles of Good Capital AllocationWe’ve just been re-reading Michael Mauboussin’s great paper on capital allocation titled – Capital Allocation Evidence, Analytical Methods, and Assessment Guidance. At the end o…