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Successful Investors Need A Devil’s Advocate To Try To Kill Potential Investment Ideashttps://www.youtube.com/watch?v=Mx47JRpbWaw?start=1116 During his recent interview with Tobias, Ben Claremon, a Principal and Portfolio Manager at Cove Street Capital provided s…
(Ep.12) The Acquirers Podcast: Ben Claremon – SMID Value, Opportunities In Small And SMID Cap ValueSummary In this episode of The Acquirer’s Podcast Tobias chats with Ben Claremon, a Principal and Portfolio Manager at Cove Street Capital. Ben’s focus is on the SMID-Cap Univer…- TAM Stock Screener – Stocks Appearing in Marks, Greenblatt, 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…
KEYNOTE: Deep Value and the Acquirer’s Multiple with Tobias Carlisle | SNN NetworkHere’s a recent keynote presentation by Tobias Carlisle at the Planet MicroCap Showcase 2019 in Las Vegas, NV. The topic for his speech: “Deep Value and the Acquirers Multiple”.…- This Week’s Best Investing Reads 5/24/2019Here’s a list of this week’s best investing reads: Is the paradigm that has defined investment returns for a decade coming to an end? (13D Research) The Three Phases of an Inves…
Happy Hour, Manhattan, NY: The Churchill Tavern on June 5th at 6pmI’ll be in Manhattan in early June. If you’d like to grab a casual cocktail with me and some of FinTwit’s best and brightest, come to The Churchill Tavern on June 5th at 6pm. Cl…- Howard Marks: The Great Investors Are Unemotional PeopleHere’s a great excerpt from an interview that Howard Marks recently did with themarket.ch. During the interview Marks talks about the psychological aspects that make successful …
- Seth Klarman Protege David Abrams – 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 Smart Investors Use ‘Good’ Leverage To Magnify Returnshttps://www.youtube.com/watch?v=CT5DXNB3KKY?start=243 In his recent interview with Tobias, Dan Rasmussen, who is the Founder and Portfolio Manager of Verdad Advisors provides so…
Orange County, CA Event June 13th: Hidden Risks for the Stock Market (And Opportunities For Value Investors)Grab a complimentary cocktail and hear from two local investors on the hidden risks for the stock market and opportunities for investors. Click here to register About this Event…- Investing Decisions Should Be Based On Empirical Data – Not Stories And Emotionshttps://www.youtube.com/watch?v=CT5DXNB3KKY?start=3120 In his recent interview with Tobias, Dan Rasmussen, who is the Founder and Portfolio Manager of Verdad Advisors provides s…
- How Can Investors Implement A Successful Private Equity Strategy Into The Public Marketshttps://www.youtube.com/watch?v=CT5DXNB3KKY?start=70 In his recent interview with Tobias, Dan Rasmussen, who is the Founder and Portfolio Manager of Verdad Advisors provides som…
(Ep.11) The Acquirers Podcast: Dan Rasmussen – Private Equity, Replicating PE In Public MarketsSummary In this episode of The Acquirer’s Podcast Tobias chats with Dan Rasmussen, who is the Founder and Portfolio Manager of Verdad Advisors. During the interview Dan talks ab…- TAM Stock Screener – Stocks Appearing in Dalio, Greenblatt, 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 5/17/2019Here’s a list of this week’s best investing reads: Value Investing: Bruised By 1000 Cuts (GMO) Financial Superpowers (A Wealth of Common Sense) An Ode to the Ten Commandments of…
Introducing Acquirers Funds®We’ve launched a new investment firm called Acquirers Funds® to help you put the acquirer’s multiple into action. Acquirers Funds® Our investment process begins with The Acquire…
Graham & Doddsville Spring 2019 NewsletterWe’ve just been reading through the latest Graham & Doddsville Spring 2019 Newsletter which features interviews with: Yen Liow, Founder and Managing Partner of Aravt Capital The…- Howard Marks: 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…