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The Unpopular Stands of Wilberforce and Volcker That Changed HistoryDuring their recent episode, Taylor, Carlisle, Daniel, and Collins discussed: The Unpopular Stands of Wilberforce and Volcker That Changed History. Here’s an excerpt from the ep…
Richard Pzena: Great Companies Rarely Come CheapIn this interview with Value Investor Insight, Richard Pzena explains that the companies he invests in are often viewed negatively, which is why they’re cheap. Critics frequentl…
Warren Buffett: Growing Tribalism in Society Is ConcerningDuring the 2022 Berkshire Hathaway Annual Meeting, Warren Buffett reflects on the growing tribalism in society, comparing it to the partisanship he observed during his youth whe…
Large-Cap Stocks In Trouble: Here Are The 10 Worst Performers Over The Past 12 MonthsOver the past twelve months ten Large-Cap stocks have underperformed all others. Here’s this week’s top 10 worst performing Large-Caps in the last twelve months: Name 1 Year Pri…
Which Superinvestors Hold Acquirer’s Multiple Stocks?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 th…- How the Shift to Short-Term Trading Impacts Value InvestorsDuring their recent episode, Taylor, Carlisle, Daniel, and Collins discussed: How the Shift to Short-Term Trading Impacts Value Investors. Here’s an excerpt from the episode: Po…
Terry Smith: In Investing, Simplicity Is Harder Than It LooksDuring this interview with Dubai Eye, Terry Smith discusses his simple and effective investment strategy: buy good companies, don’t overpay, and then do nothing. Drawing a paral…
Howard Marks: Smart Investors: Manage Portfolios with Life Insurance StrategiesIn Part 9 of his series on How To Think About Risk, Howard Marks compares risk management in investing to automobile and life insurance. Just as we buy car insurance for peace o…
The One Stock That Superinvestors Are Dumping: Is It Time to Sell?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 Sc…- Gold Is Acting More Like a Growth Stock Than a Value InvestmentDuring their recent episode, Taylor, Carlisle, Daniel, and Collins discussed: Gold Is Acting More Like a Growth Stock Than a Value Investment. Here’s an excerpt from the episode…
Warren Buffett: If I Had $10,000 To Invest TodayDuring the 1999 Berkshire Hathaway Annual Meeting, Warren Buffett discussed the importance of starting young in investing, comparing the process to rolling a snowball down a lon…
Bill Nygren: The Three-Step Investment Strategy To Avoid Value TrapsDuring his recent interview with the RIA Channel, Bill Nygren outlines his three key criteria for selecting companies. First, the stock must be priced cheaply relative to intrin…
The Undervalued Stock That Superinvestors Are Loading Up OnAs 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 S…- A Real-Life Paul Volcker Story and Its Impact on BankingDuring their recent episode, Taylor, Carlisle, Daniel, and Collins discussed: A Real-Life Paul Volcker Story and Its Impact on Banking. Here’s an excerpt from the episode: Tobia…
Rob Arnott: Unlock 20% Returns From Unloved UnderdogsDuring his recent interview on the Meb Faber Podcast, Rob Arnott discusses the inefficiencies in cap-weighted indexation, particularly around additions and deletions in indexes …
Howard Marks: How to Identify Skilled InvestorsIn Part 1 of his series – How To Think About Risk, Howard Marks discusses the importance of understanding risk in investing, highlighting that returns alone do not reflect an in…
Bill Ackman – Top 10 Holdings – Latest 13FOne 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…- VALUE: After Hours (S06 E33): Big Short’s Vincent Daniel and Porter Collins on Gold, Oil, and HousingIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, Vincent Daniel, and Porter Collins discuss: A Real-Life Paul Volcker Story and Its Impac…