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Adobe Inc (ADBE) DCF Valuation: Is The Stock Undervalued?As part of a new series, each week we typically conduct a DCF on one of the companies in our screens. This week we thought we’d take a look at one of the stocks that is not curr…- This Week’s Best Value Investing News, Podcasts, Interviews (09/13/2024)This week’s best investing news: Howard Marks: How to Think About Risk (OakTree) Ray Dalio – Great Powers Index 2024: The Most Important Facts and Charts (LinkIn) Diversifying E…
Comcast Corp Class (CMCSA): Is It a Buy? – Acquirer’s Multiple Stock Screener AnalysisAs part of our ongoing series here at The Acquirer’s Multiple, each week we focus on one of the stocks from our Stock Screeners, and why it’s a ‘buy’ based on key fundamentals. …
Mitigating Take-Under Risk When Stocks Drop 50% or MoreDuring their recent episode, Taylor, Carlisle, and Whit Huguley discussed Mitigating Take-Under Risk When Stocks Drop 50% or More. Here’s an excerpt from the episode: Jake: Whit…
Jeremy Grantham: The Biggest Inefficiency in the Stock Market Is…During this keynote address at Columbia University, Jeremy Grantham discussed the inefficiency of momentum in stock markets, emphasizing that while there are many inefficiencies…
Warren Buffett: Our Reward Program Bet That Went SouthIn his 2006 Berkshire Hathaway Annual Letter, Warren Buffett reflects on his and Charlie Munger’s early venture into the rewards business by purchasing Blue Chip Stamps in 1970.…
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…- How to Stay a Value Investor When It’s Time to SellDuring their recent episode, Taylor, Carlisle, and Whit Huguley discussed How to Stay a Value Investor When It’s Time to Sell. Here’s an excerpt from the episode: Whit: Yeah, we…
Michael Mauboussin: It’s The Size Of Your Winners, Not The NumberIn his book – More Than You Know, Michael Mauboussin explains that in probabilistic endeavors, such as investing, the frequency of being right is less important than the magnitu…
Warren Buffett: The Key to Great Investing: Insulating Thoughts and EmotionsIn his 1987 Berkshire Hathaway Annual Letter, Warren Buffett emphasizes that investment success comes from sound business judgment and resisting emotional market influences. He …
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…- Uncovering Hidden Value in Overlooked Small-Cap CompaniesDuring their recent episode, Taylor, Carlisle, and Whit Huguley discussed Uncovering Hidden Value in Overlooked Small-Cap Companies. Here’s an excerpt from the episode: Jake: Wh…
Bill Nygren: Value Investors Shouldn’t Turn Into Momentum Investors When SellingIn this interview with Value Investor Insight, Bill Nygren discussed the importance of discipline in selling investments when they reach around 90% of their estimated business v…
Howard Marks: The ‘Sitting On Your Hands’ Investing StrategyIn his memo titled – What Really Matters, Howard Marks discusses the value of long-term investing over short-term market timing. He encourages investors to focus on holding qual…- VALUE: After Hours (S06 E32): Microcap Investor Whit Huguley on Citizens Bank, FitLife, and GreenfirstIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Asif Suria discuss: Uncovering Hidden Value in Overlooked Small-Cap Companies How to…
Stanley Druckenmiller – 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…
Walmart Inc (WMT) DCF Valuation: Is The Stock Undervalued?As part of a new series, each week we typically conduct a DCF on one of the companies in our screens. This week we thought we’d take a look at one of the stocks that is not curr…- This Week’s Best Value Investing News, Podcasts, Interviews (09/06/2024)This week’s best investing news: Five David Einhorn Holdings That Pass the Fundamental Tests of Great Investors (Validea) Bill Ackman Says X Ban Will Make Brazil an ‘Uninvestabl…