Blog
Page 108
Ray Dalio: Investors Need To Learn The ‘Math’ Of InvestingIn the book Hedge Fund Market Wizards: How Winning Traders Win, there’s an interview with Ray Dalio in which he describes how trading offers continual tactile learning experienc…
Bill Ackman: How Index Funds Create Opportunities for Long-Term InvestorsIn his Pershing Square 2024 Interim Report, Bill Ackman highlights the increasing dominance of index funds, which act as permanent owners, in stock market capitalization. This s…
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…
Corporate Spinoffs: Should You Invest in RemainCo or BadCo?During their recent episode, Taylor, Carlisle, and Asif Suria discussed Corporate Spinoffs: Should You Invest in RemainCo or BadCo?, here’s an excerpt from the episode: Tobias: …
Warren Buffett: The Hidden Benefits of Falling Stock PricesIn his 1997 Berkshire Hathaway Annual Letter, Warren Buffett advises that if you are a net saver, you should prefer lower stock prices, as this benefits future investments. Many…
Guy Spier: Why It’s Risky Not To Take RisksDuring his recent episode with The Investor’s Podcast, Guy Spier reflects on taking risks, particularly for young people in their twenties. He believes that this is the ideal ti…
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…- Mastering Event-Driven InvestingDuring their recent episode, Taylor, Carlisle, and Asif Suria discussed Mastering Event-Driven Investing, here’s an excerpt from the episode: Asif: Yes. Event driven investing o…
Joel Greenblatt: Statistical Investing – The Effortless Market-Beating StrategyIn his book – You Can Be A Stock Market Genius, Joel Greenblatt discusses an investment approach where you can diversify your portfolio with stocks that trade at low prices rela…
Howard Marks: The Easy-Money Period Is Over!At the opening of the Oaktree Conference 2024, Howard Marks argued that the economic environment is shifting from an unusually easy period for business, finance, and investing t…
Jeremy Grantham – 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 E28): Asif Suria on The Event-Driven Edge in Investing and Special SituationsIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Asif Suria discuss: Mastering Event-Driven Investing Corporate Spinoffs: Should You …
Nike Inc (NKE) 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 (08/16/2024)This week’s best investing news: Navigating the Sea Change with Howard Marks (Oaktree Conference 2024) Mohnish Pabrai’s Session with YPO Delhi (MP) Bill Nygren – Where to find v…
AT&T Inc (T): 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. …
Warren Buffett: Pinpointing Secure Investment OpportunitiesDuring the 1997 Berkshire Hathaway Annual Meeting, Warren Buffett discusses using filters to identify businesses where future value can be reasonably estimated. Buffett advocate…
Jeremy Grantham: Most Of The Market Decline Will Occur After The First Interest Rate CutDuring his recent interview on The Investor’s Podcast, Jeremy Grantham discussed how rising debt has failed to stimulate the U.S. economy, pointing out that the debt-to-GDP rati…
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…