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When Good Ideas In Investing Become Dominant They Become Destabilizinghttps://www.youtube.com/watch?v=lTVE9ixrzgA?start=3233 During his recent interview with Tobias, Chris Cole of Artemis provided a great anology of what happens when great ideas i…- Top 10 Carl Icahn 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 Dalio, Rogers, Greenblatt 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…
- As Markets Become More Passive, Volatility Amplifies, And Markets Become More Unstablehttps://www.youtube.com/watch?v=lTVE9ixrzgA?start=2264 During his recent interview with Tobias, Chris Cole of Artemis provides some great insights into the impact that passive i…
- John Rogers: ‘Cheap Orphan’ Stocks Appear During High Volatility MarketsHere’s a great interview with John Rogers of Ariel Investments speaking with Business Insider. During the interview Rogers shares some great insights into how ‘Cheap Orphan’ sto…
Capturing Crisis Alpha – Most Investors Are Not As Diversified As They Think They Arehttps://www.youtube.com/watch?v=lTVE9ixrzgA?start=196 During his recent interview with Tobias, Chris Cole explains how to capture crisis alpha and why most investors are not as …- (Ep.1) The Acquirers Podcast: Christopher Cole – Volatility and Crisis AlphaHere’s a great interview with Tobias speaking to Christopher Cole of Artemis Capital Management. Chris Cole is a 39-year-old hedge fund manager from Texas who uses volatility to…
Introducing The Acquirers PodcastWe’re launching a new podcast called The Acquirers Podcast. It’s about finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations. …- This Week’s Best Investing Reads 3/8/2019Here’s a list of this week’s best investing reads: The Stormtrooper Problem: Why Thought Diversity Makes Us Better (Farnam Street) How The Buffett Yardstick Shows Both ‘Sky-High…
- TAM Stock Screener – Stocks Appearing in Greenblatt, Grantham, O’Shaughnessy 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…
- Seth Klarman Protege David Abrams – 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…
- Aswath Damodaran: Do Not Invest In Companies That Try To Achieve Growth Through AcquisitionHere’s a great article by Aswath Damodaran in which he warns investors who are considering investing in companies that use acquisitions as part of their growth strategy, saying:…
- Joel Greenblatt – If You Do Good Valuation Work The Market Will Agree With You EventuallyHere’s a great recent interview with Joel Greenblatt at CNBC discussing value investing and the one promise that he makes to his new value investing students at Columbia Univers…
- Warren Buffett: Stocks – What Else In The World Don’t You Like To Buy Cheaper Than You’re Paying The Day Before?Here’s a great recent interview with Warren Buffett at CNBC discussing a number of topics including his value investing mindset. Here’s an excerpt from the interview: BECKY QUIC…
- This Week’s Best Investing Reads 3/1/2019Here’s a list of this week’s best investing reads: Cherish Your Exceptions (A Wealth of Common Sense) An Investment Approach That Works (Farnam Street) Don’t Dismiss The Dire Me…
- TAM Stock Screener – Stocks Appearing in Pabrai, Watsa, 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…
- Howard Marks: The Greatest Advantage In This Business Is Having Ten-Year MoneyHere’s a great excerpt from Howard Marks’ recent interview on Real Vision. During the interview Marks explains how the structure of the Oaktree Capital Funds protects investors …
- Berkshire Hathaway: 10 Books That Every Investor Should ReadWe 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…