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(Ep.4) The Acquirers Podcast: Mark Jones of Pragmatic Capital – How To Find Contrarian StocksIn Episode 4 of the The Acquirers Podcast, Tobias chats with Mark Jones of Pragmatic Capital. Mark has an unusual approach to picking stocks and it works. It’s made him the top-…- George Soros – Top 10 Holdings Q4 2018One 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 3/29/2019Here’s a list of this week’s best investing reads: In the face of adversity, are you a Guernsey or a Brahman? (Farnam Street) ROCE-Growth Matrix, and Few Potential Wealth Creato…
- TAM Stock Screener – Stocks Appearing in Greenblatt, Dalio, 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…
In Investing The Counter To Fooled By Randomness Is Fooled By Narrativehttps://www.youtube.com/watch?v=IwkEbI1gKmk?start=3044 During his recent interview with Tobias, Corey Hoffsten provides some great insights into how investors can be fooling the…- Seth Klarman – Unsuccessful Investors Are Dominated By EmotionOne of the best books ever written on investing is Margin of Safety, by Seth Klarman. There’s one passage in particular in which Klarman discusses behaviors to avoid in order to…
- How And When You Rebalance Your Portfolio Can Significantly Impact Performancehttps://www.youtube.com/watch?v=IwkEbI1gKmk?start=402 During his recent interview with Tobias, Corey Hoffstein was asked about the how and when of rebalancing a portfolio and th…
- When There’s No Pain, There’s No Premium In Investinghttps://www.youtube.com/watch?v=IwkEbI1gKmk?start=3529 In his recent interview with Tobias, Corey Hoffstein discusses his no pain, no premium investing strategy, saying: Corey: …
(Ep.3) The Acquirers Podcast: Corey Hoffstein – No Pain. No PremiumIn Episode 3 of the The Acquirers Podcast, Tobias chats with Corey Hoffstein of Newfound Research. The thing that really stands out about Corey is his risk forward approach to i…- This Week’s Best Investing Reads 3/22/2019Here’s a list of this week’s best investing reads: Yes, It’s All Your Fault: Active vs. Passive Mindsets (Farnam Street) The Market Won’t Provide High Returns Just Because You N…
- Prem Watsa – Top 10 Holdings Q4 2018One 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…
- TAM Stock Screener – Stocks Appearing in Greenblatt, Pzena, 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…
Why Has Value Investing Underperformed?https://www.youtube.com/watch?v=H7_QJyxr2W0?start=2331 During his recent interview with Tobias, Jake Taylor of Farnam Street provides some great insights into why he thinks valu…- 11 Of The Best Books On Stock & Business ValuationWe recently started a series called – Superinvestors: Books That Every Investor Should Read. So far we’ve provided the book recommendations from: Charles Munger: 32 Books That E…
- Dispersion In Investing – The Gap Between The Best and Worst Stocks Is Closinghttps://www.youtube.com/watch?v=H7_QJyxr2W0?start=2477 During his recent interview with Tobias, Jake Taylor of Farnam Street discusses how the dispersion (gap) between the best …
How To Identify Great Capital Allocatorshttps://www.youtube.com/watch?v=H7_QJyxr2W0?start=777 During his recent interview with Tobias, Jake Taylor of Farnam Street discusses how investors can spot great capital alloca…
(Ep.2) The Acquirers Podcast: Jake Taylor – Charlie Munger and The Rebel AllocatorIn Episode 2 of the The Acquirers Podcast, Tobias chats with Jacob “Jake” Taylor of Farnam Street Investments. During the interview Jake talks about his new book – The Rebel All…- This Week’s Best Investing Reads 3/15/2019Here’s a list of this week’s best investing reads: The Twenty Craziest Investing Facts Ever (The Irrelevant Investor) To Find Moats Look for Monopolies and Consolidating Industr…