How To Identify Great Capital Allocators

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During his recent interview with Tobias, Jake Taylor of Farnam Street discusses how investors can spot great capital allocators, saying: – But having said all that yeah there’s so many great cap allocators out there. You know obviously Buffett and Munger are the gold standard at Berkshire. But you have so many really smart people who are doing this right … Read More

Jake Taylor of Farnam Street on The Acquirers Podcast Episode 2: Charlie Munger and The Rebel Allocator

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In 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 Allocator, and discusses the secret sauce of business success and investment returns – good capital allocation. He also provides some great insights into: What to do when you get a … Read More

As Markets Become More Passive, Volatility Amplifies, And Markets Become More Unstable

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During his recent interview with Tobias, Chris Cole of Artemis provides some great insights into the impact that passive investing has on market volatility and market instability, saying: Let’s imagine that we go out and I get incredibly drunk. I get crazy drunk, and I am a passive investor. I’m wandering around aimlessly in whatever direction. But you are my … Read More

Capturing Crisis Alpha – Most Investors Are Not As Diversified As They Think They Are

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During his recent interview with Tobias, Chris Cole explains how to capture crisis alpha and why most investors are not as diversified as they think they are, saying: I have a different philosophy on the world than what is taught in most mainstream finance books which are taught in business school. For example, that you want a nice diversified portfolio … Read More

Christopher Cole of Artemis on The Acquirers Podcast Episode 1: Volatility and Crisis Alpha

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Here’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 provide “crisis alpha.” Cole runs Artemis Capital, a hedge fund that seeks to outperform in a stock market crash–to “generate opportunity from chaos,” as Chris describes it. Cole launched Artemis Vega fund … Read More

Introducing The Acquirers Podcast

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We’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. We’re going to uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success. We’ll be publishing the first episode to the site Monday, but it’s available now as … Read More

In case you missed it: Interview with Eric Schleien on The Intelligent Investing Podcast

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Earlier this week I did a fun interview with Eric Schleien on The Intelligent Investing Podcast. Click on the play button below to listen to the interview: We talk about value investing and the acquirer’s multiple, including my new book, The Acquirer’s Multiple: How the Billionaire Contrarians of Deep Value Beat the Market out now on Kindle and paperback.

How Can We Learn To Follow In The Footsteps of Buffett and Munger? – Mohnish Pabrai

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One of our favorite investors here at The Acquirer’s Multiple is Mohnish Pabrai. Pabrai is the Founder and Managing Partner of the Pabrai Investments Funds, the Founder and CEO of Dhandho Funds, and the author of The Dhandho Investor and Mosaic: Perspectives on Investing​. One of the best Pabrai interviews was one he did with our good friends Preston and … Read More

Lessons From One of Charlie Munger’s Favorite Authors – Robert Cialdini (Podcast)

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One of the best resources for investors are podcasts. One of the best investing podcasts on the planet belongs to our friends Preston and Stig at The Investors Podcast. These guys have compiled over 100 podcasts interviewing some of the best investors, authors and CEO’s, including our Founder Tobias Carlisle. Recently the guys did a great interview with one of Charlie Munger’s … Read More