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What Are The Steps Investors Can Take To Discover A Company’s Hidden Assetshttps://www.youtube.com/watch?v=Ry_HO9V4xHI?start=621 During his recent interview with Tobias. Joseph Calandro Jnr discusses the steps that investors can take to uncover a compa…- Hidden Assets: Just How Did Disney Unlock $17 Billion+ From A $4 Billion Acquisition Of Marvel?https://www.youtube.com/watch?v=Ry_HO9V4xHI?start=328 During his recent interview with Tobias. Joseph Calandro Jnr discusses how investors can find value in companies with hidde…
- (Ep.8) The Acquirer’s Podcast: Joseph Calandro Jr – Hidden Assets, M&A Dealmaking: Disney And Marvel’s MoviesSummary In this episode of The Acquirer’s Podcast Tobias chats with Joseph Calandro, Jr. During the interview Joseph, who is the author of Applied Value Investing and 50 researc…
- TAM Stock Screener – Stocks Appearing in Marks, Griffin, 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 4/26/2019Here’s a list of this week’s best investing reads: The Anatomy of a Great Decision (Farnam Street) The Problem With Most Financial Advice (Of Dollars and Data) What a Strange Ro…
- Rich Pzena – 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 Buying Options Is A Very Difficult Investment To Managehttps://www.youtube.com/watch?v=g45heRGKrpE?start=1637 During his recent interview with Tobias. Tim Travis of T&T Capital Management discusses why buying ‘options’ is a very dif…- Charlie Munger: Focus Investing – One Way To Beat The MarketOne of our favorite investing books is Poor Charlie’s Almanack by Peter Kaufman, and there’s one passage in the book in which Charlie Munger explains how he and Buffett use ‘foc…
- Why ‘Covered Calls’ Are A Great Strategy For Enhancing Yieldhttps://www.youtube.com/watch?v=g45heRGKrpE?start=1492 During his recent interview with Tobias. Tim Travis of T&T Capital Management discusses why ‘covered calls’ are a great st…
- How ‘Cash Secured Puts’ Can Provide Investors With Downside Price Protectionhttps://www.youtube.com/watch?v=g45heRGKrpE?start=1294 During his recent interview with Tobias. Tim Travis of T&T Capital Management discusses how ‘cash secured puts’ provide in…
(Ep.7) The Acquirer’s Podcast: Tim Travis – True Value, Value In Options And InsuranceSummary In this episode of The Acquirer’s Podcast Tobias chats with Tim Travis of T&T Capital Management. During the interview Tim, who is one of the top ranked investors in the…- TAM Stock Screener – Stocks Appearing in Greenblatt, Simons, Griffin 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…
- Bruce Berkowitz – 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…
- This Week’s Best Investing Reads 4/19/2019Here’s a list of this week’s best investing reads: Warren Buffett: The Greatest Factor Investor of All Time? (CFA Institute) How to Improve Your Risk-Adjusted Returns (The Irrel…
Investors Need A Set Of Written Rules To Follow – Dumb Rules Are Better Than No Ruleshttps://www.youtube.com/watch?v=zL0oaAO9DD0?start=935 During his recent interview with Tobias, Michael Batnick of Ritholz Weath Management discusses the importance of having wri…- Prem Watsa: Shorting Cost Us $2 Billion and Why Value Investing Is So ToughWe’ve just been reading through the latest Fairfax Financial Annual Report 2018 in which Prem Watsa discusses his failed attempt to short indices (mainly the S&P500 and Russell …
Value portfolios formed on P/CF are underperforming glamour by the widest margin *EVER* going back to 1951 — 59%The chart below shows the relative performance (blue, left-hand side) and underperformance from the nearest peak (orange, right-hand side) of value-weighted decile portfolios fo…- Warren Buffett: You Don’t Want To Buy Stock In The Company That Has To Do Everything RightHere’s a great recent interview with Warren Buffett speaking to Becky Quick at CNBC. During the interview Buffett, while speaking about Apple, provides some great insights into …