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
Acquirer’s Multiple Stock $KGC Appearing In Ainslie, Greenblatt, Eveillard 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 (Q3 2020)
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
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 (Q3 2020)
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
The Fear & Greed Index
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Fear & Greed Index. Here’s an excerpt from the episode: Tobias: I don’t mind, I’ll take it away because I’ve got a show on here. Fear & Greed. Got to give a shoutout to … Read More
VALUE: After Hours (S02 E48): Fear And Greed, $SPR And Solitude And Leadership
In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: The Fear & Greed Index Solitude & Leadership $SPR & Investor Behavior Your Favorite Buffett Deal The Opportunity Cost Of Buying Bitcoin Mauboussin – Process vs Outcomes Inevitable Businesses Bill Miller’s Early Calls Fading FANMAG’s … Read More
Seth Klarman’s Top 10 Holdings (Q3 2020)
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
Best Of 2020 – The Acquirers Podcast: John Huber – Business Analyst, Concentrated High-Quality In A Modern Buffett Partnership
As part of our ‘Best of 2020 Acquirers Podcast Series’, earlier this year Tobias had a great interview with John Huber, Managing Partner at Saber Capital Management, an investment fund modeled after the original Buffett partnerships. Saber’s strategy is to make very carefully selected investments in undervalued stocks of great … Read More
VALUE: After Hours (S02 E47): Investors Be Thankful, Horsebetting, And Buffett’s Hitting Coach Munger
In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Horsebetting – Crist Is The GOAT On Value Investors Be Thankful Buffett’s Hitting Coach Munger U.S Lottery Ticket Winners Venetian Double-Entry Bookkeeping #neversell End Of Year Selling Chris Cole – The Endgame The Asset Shortage … 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
Einhorn’s $GLRE and Icahn’s $IEP
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Einhorn’s $GLRE and Icahn’s $IEP. Here’s an excerpt from the episode: Tobias: Einhorn genius for a decade. The GOAT for a decade, a GOAT for the last decade. I think it could be back to … Read More
VALUE: After Hours (S02 E46): Value: After Hours S02 E46 Buffett Sells $COST, Einhorn’s $GLRE And Icahn’s $IEP, Long-Lived Instos, Fundamentals Aren’t Dead!
In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Einhorn’s $GLRE and Icahn’s $IEP Buffett Sells $COST Long-Lived Instos Fundamentals Aren’t Dead! Einhorn – Capital Intensive Businesses Terry Smith & Buffett On ROE Burry Buying Qurate $CRWD And The History Of Cybersecurity Firms Tobacco … 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
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
Michael Burry’s Top 10 Holdings (Q3 2020) Calls On GOOG, FB, PFE, GS, CVS, WDC
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
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
Carl Icahn’s Top 10 Holdings (Q3 2020) Plus Top Buys & Sells
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
Acquirer’s Multiple Stock $FTI Appearing In Greenblatt, Pzena, Fisher 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