As part of the weekly research here at The Acquirer’s Multiple we’re always interested in superinvestors who hold the same stocks that appear in our Acquirer’s Multiple Stock Screeners, based on their latest 13F’s. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth … Read More
(Ep.119) The Acquirers Podcast: Bernard Horn – Global Master: International And Global Deep Value Investing
In this episode of The Acquirers Podcast, Tobias chats with Bernard Horn, founder and principal at Polaris Capital Management. During the interview Bernard provided some great insights into: When Value Investing Was Like Shooting Fish In A Barrel Building A Low-Correlation Global Portfolio Knowing When To Sell Made Easy Value … Read More
VALUE: After Hours (S03 E24): Option Pricing, $AMC, Lumber, Gravity and Real Estate
In this episode of the VALUE: After Hours Podcast, Jake Taylor, Mike Mitchell, Bill Brewster, and Tobias Carlisle chat about: Option Pricing Real Estate Gravity Jeff Moore – Distressed Real Estate Investor LEAPS, Rodman & MJ The Best Time To Write Put Options Using “Greeks” To Understand Options Unique Information … Read More
One Stock Superinvestors Are Buying Or Holding
As part of the weekly research here at The Acquirer’s Multiple we’re always interested in investing gurus who hold the same stocks that appear in our Acquirer’s Multiple Stock Screeners, based on their latest 13F’s. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, … Read More
Joel Greenblatt’s Top 10 Holdings (Q1 2021)
One 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 their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More
(Ep.118) The Acquirers Podcast: Vincent Deluard – Impossible Growth: Gold, Inflation, Value And Hypergrowth “MAGA” Stocks With A Global Macro
In this episode of The Acquirers Podcast, Tobias chats with Vincent Deluard, Director – Global Macro Strategy at StoneX Group Inc. During the interview Vincent provided some great insights into: Nuclear Winter Of The 60/40 Portfolio Inflation Is Good News For Value Investors Value Is Becoming Momentum Impossible Hypergrowth Healthcare Will Be The … Read More
Lee Ainslie’s Top 10 Holdings (Q1 2021) – Big Bet On Coupang Inc
One 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 their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More
VALUE: After Hours (S03 E22): Lumber, Houses and Inflation; Healthcare Tapeworm; Value, Size and Quality
In this episode of the VALUE: After Hours Podcast, Jake Taylor, Mike Mitchell, and Tobias Carlisle chat about: Lumber & The White-Hot Housing Market Value, Size & Quality The Healthcare Tapeworm High Yields In Small & Micro-Caps Druckenmiller, Service Models & Infrastructure Opportunities In Special Situations Size Beaten Up As … Read More
Jim Simons’ Top 10 Holdings (Q1 2021)
One 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 their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More
This Acquirers Multiple Stock Is Appearing In Grantham, Greenblatt, Ainslie Portfolios
Part 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 their portfolios. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, … Read More
David Einhorn’s Top 10 Holdings (Q1 2021)
One 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 their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More
(Ep.117) The Acquirers Podcast: Gary Mishuris – Methodical Value, Process And Philosophy With An MIT-Educated Discretionary Value Investor
In this episode of The Acquirers Podcast, Tobias chats with Gary Mishuris, the Managing Partner of Silver Ring Value Partners. During the interview Gary provided some great insights into: Methodical Value Investing Lessons From Joel Tillinghast You Don’t Need To Be A Good Stock-Picker Invest In Predictability The Thesis Tracker Four … Read More
VALUE: After Hours (S03 E21): LEAPs And Cash Hedges, Crypto And The Gold Rush, Growth Back On
In this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: LEAPs And Cash Hedges Crypto And Lessons From The Gold Rush Growth Back-On Is The Shiller PE Still Relevant? GDP Growth Collapsed Buffett Dumps Stakes In $WFC & $CVX FAANGs Closer To … Read More
Bill Ackman’s Top 10 Holdings (Q1 2021)
One 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 their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More
This Acquirers Multiple Stock Is Appearing In Gabelli, Simons, And Greenblatt Portfolios
Part 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 their portfolios. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, … Read More
One Stock Superinvestors Are Buying Or Holding
As part of the weekly research here at The Acquirer’s Multiple we’re always interested in investing gurus who hold the same stocks that appear in our Acquirer’s Multiple Stock Screeners, based on their latest 13F’s. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, … Read More
Seth Klarman’s Top 10 Holdings (Q1 2021)
One 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 their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More
(Ep.114) The Acquirers Podcast: Sean Fieler – Gold Value – Gold, Gold Mining, Activism, And Inflation
In this episode of The Acquirers Podcast, Tobias chats with Sean Fieler, CIO of Equinox Partners. During the interview Sean provided some great insights into: Value Investing In Gold Miners Is It Better To Buy Gold Or Gold Miners? The Impact Of Crypto On Gold The Inflation Effect On Gold … Read More
Acquirer’s Multiple Stock $TGNA Appearing In Dalio, Greenblatt, Rogers Portfolios
Part 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 their portfolios. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, … Read More
One Stock Superinvestors Are Selling
As part of the weekly research here at The Acquirer’s Multiple we’re always interested in superinvestors who hold the same stocks that appear in our Acquirer’s Multiple Stock Screeners, based on their latest 13F’s. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth … Read More