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Value Investing Will Turn Around But No-One Can Say Whenhttps://www.youtube.com/watch?v=93ZZx44J4So?start=2862 During his recent interview with Tobias, Justin Carbonneau, a Partner at Validea Capital discusses how value investing wil…- Charlie Munger: I’m Ashamed On Missing Out On Google and, Beware of IPO UnicornsHere’s a great recent interview with Charles Munger and Andy Serwer at Yahoo Finance – Influencers. There’s one passage in particular in which Munger admits to being ashamed tha…
- How Do You Generate A Performance Record Better Than Mohnish Pabraihttps://www.youtube.com/watch?v=93ZZx44J4So?start=1423 During his recent interview with Tobias, Justin Carbonneau, a Partner at Validea Capital discusses the performance of some…
- The Time When Your Strategy Is Really About To Start Working Is Right At The Time You’re Going To Fold Your Handhttps://www.youtube.com/watch?v=93ZZx44J4So?start=1686 During his recent interview with Tobias, Justin Carbonneau, a Partner at Validea Capital discusses how often the time when…
(Ep.10) The Acquirers Podcast: Justin Carbonneau – Guru Stocks, How To Replicate The Strategies Of Value GurusSummary In this episode of The Acquirer’s Podcast Tobias chats with Justin Carbonneau, a Partner at Validea Capital Management. Validea replicate guru strategies and track some …- TAM Stock Screener – Stocks Appearing in Greenblatt, Burry, 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 5/10/2019Here’s a list of this week’s best investing reads: How Compounding Works in the Stock Market (A Wealth of Common Sense) Charlie Munger on Commission-Based Brokers and Bankers (T…
- Joel Greenblatt: Q4 2018 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…
Breadth And Risk Appetites Provide Investors With Great Timing Toolshttps://www.youtube.com/watch?v=bxW1iASwzxQ?start=2995 During his recent interview with Tobias, Jesse Felder, hedge fund manager and Founder of The Felder Report Newsletter disc…- Walter Schloss: When You Find Great Stocks, Keep Them A SecretWe’ve just been reading through a great interview that Walter and Edwin Schloss did with OID back in 1989. During the interview Walter Schloss explains one of the reasons why he…
- There’s A Philosophical Problem With Passive Investing That A Lot Of Investors Don’t Appreciatehttps://www.youtube.com/watch?v=bxW1iASwzxQ?start=1371 During his recent interview with Tobias, Jesse Felder, hedge fund manager and Founder of The Felder Report Newsletter disc…
- The Most Important Thing For Investors To Focus On Right Now Is Not Earnings – It’s Marginshttps://www.youtube.com/watch?v=bxW1iASwzxQ?start=485 During his recent interview with Tobias, Jesse Felder, hedge fund manager and Founder of The Felder Report Newsletter discu…
- (Ep.9) The Acquirers Podcast: Jesse Felder – Bear Sh*tting, The Hidden Risks For U.S EquitiesSummary In this episode of The Acquirer’s Podcast Tobias chats with Jesse Felder, who is the Founder of the popular U.S newsletter – The Felder Report, and is the co-founder of …
- TAM Stock Screener – Stocks Appearing in Marks, 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 5/3/2019Here’s a list of this week’s best investing reads: Useful and Overlooked Skills (Collaborative Fund) Investors Aren’t Embracing Risk In The Way Equity Bulls Should Hope (The Fel…
- Tweedy Browne Co LLC – 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…
Why Is It So Difficult For Companies To Adopt A Value Investing Strategyhttps://www.youtube.com/watch?v=Ry_HO9V4xHI?start=1645 During his recent interview with Tobias. Joseph Calandro Jnr provides some great insights into the difficulty associated w…- Warren Buffett: Sometimes Buying A Basket Of Stocks In An Industry Is Better Than Picking Individual StocksDuring the 2002 Berkshire Hathaway Annual Meeting Warren Buffett provided some great insights into why buying a basket of stocks in an industry is better than picking individual…