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How The Pricing Power Index Identifies Market LeadersDuring their recent episode, Taylor, Carlisle, and Steve Hou discussed How The Pricing Power Index Identifies Market Leaders. Here’s an excerpt from the episode: Tobias: You’re …
Howard Marks: Every Investor Needs To Choose Between Optimizing and MaximizingDuring his recent Behind The Memo Podcast with Morgan Housel, Howard Marks discusses his philosophy on investing, emphasizing prudence, risk management, and the importance of lo…
Cliff Asness: The 3 Reasons Markets Have Become Less EfficientIn his latest paper titled – The Less-Efficient Market Hypothesis, Cliff Asness explains why he believes markets have become less efficient over the past 34 years due to technol…
Howard Marks – 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 E31): Investor and Author Guy Spier On His Investment and Life PhilosophiesIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Guy Spier discuss: Why Warren Buffett’s $1 Trillion Success Wasn’t Just About the Mo…- VALUE: After Hours (S06 E30): Bloomberg’s Steve Hou on pricing power and analyst ratings turnaroundsIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Steve Hou discuss: How The Pricing Power Index Identifies Market Leaders How The Ana…
Costco Wholesale Corp (COST) 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 (08/30/2024)This week’s best investing news: Howard Marks Memo: Mr. Market Miscalculates (OakTree) Guy Spier – On his investment and life philosophies (VAH) Ray Dalio Creating An AI Version…
The Home Depot Inc (HD): 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. …
Georgism vs. The IRS: How Land Value Tax Could Replace Federal TaxesDuring their recent episode, Taylor, Carlisle, and Asif Suria discussed Georgism vs. The IRS: How Land Value Tax Could Replace Federal Taxes, here’s an excerpt from the episode:…
Howard Marks: Investing Success Lies in Doing the Opposite of the CrowdIn his book – The Most Important Thing, Howard Marks explains that markets fluctuate between extremes, driven by the behavior of the crowd. Bull markets occur when more people a…
Warren Buffett: Don’t Wait for a Price Drop to Buy a Great CompanyDuring the 1996 Berkshire Hathaway Annual Meeting, Warren Buffett discussed the value of investing in truly great companies that will remain strong for decades. He advises again…
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…- Why Cannabis is Overtaking Alcohol: A 20-Year Transformation in AmericaDuring their recent episode, Taylor, Carlisle, and Asif Suria discussed Why Cannabis is Overtaking Alcohol: A 20-Year Transformation in America. Here’s an excerpt from the episo…
Warren Buffett: The Irrationality of Stop-Loss Orders in InvestingDuring the 1994 Berkshire Hathaway Annual Meeting, Warren Buffett recounts a conversation with NYSE specialist Jimmy Maguire about stop-loss orders on Berkshire Hathaway stock. …
Dan Loeb: Finding Value in Overlooked Physical World Investments Amid Tech DisruptionIn his latest Q2 2024 Letter, Dan Loeb emphasizes the importance of balancing investments between the digital and physical worlds. While digital investments in areas like hypers…
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…