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Cybernetics as a Mental Model: Understanding Systems and Control MechanismsDuring their recent episode, Taylor, Carlisle, and Pieter Slegers discussed Cybernetics as a Mental Model: Understanding Systems and Control Mechanisms, here’s an excerpt from t…
Prem Watsa: Lean Years in Investing: A Reality for Even the BestIn his 2000 Fairfax Financial Shareholder Letter, Prem Watsa discusses Fairfax’s underperformance, noting that for the first time in two consecutive years, the company did not a…
Jim Rogers: Organic Investing: Intuition Over AnalysisIn the book – Inside The House of Money, Jim Rogers reflects on his personal investment philosophy, emphasizing a flexible and intuitive approach rather than a rigid or analytic…
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…- Adapting Your Investment Strategy: Evolving with Market ChangesDuring their recent episode, Taylor, Carlisle, and Pieter Slegers discussed Adapting Your Investment Strategy: Evolving with Market Changes, here’s an excerpt from the episode: …
Warren Buffett: The Investing Strategy For Finding Undervalued International StocksIn the book – The Snowball: Warren Buffett and the Business of Life, there’s a lengthy quote by Warren Buffett describing his investing strategy from finding opportunities in So…
Cliff Asness: How to Know When to Maintain or Alter Your Investing StrategyIn this interview with Carson Group, Cliff Asness discusses the challenge of deciding whether to stick with an investment strategy during a bad period or to make changes. He cau…
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…- How to Use Reverse DCF and EPS Growth Models in Quality InvestingDuring their recent episode, Taylor, Carlisle, and Pieter Slegers discussed How to Use Reverse DCF and EPS Growth Models in Quality Investing, here’s an excerpt from the episode…
Howard Marks: Buffett’s Hamburger Analogy: Investing When Markets Are DownIn this interview with Goldman Sachs, Howard Marks discusses the discrepancy between private and public asset valuations. He emphasizes the importance of making intelligent inve…
Mohnish Pabrai: Why Long-Only Portfolios Outperform Short Selling StrategiesIn this article titled – Steer Clear of the Short Side, Mohnish Pabrai argues against short positions as a hedge, suggesting a long-only unleveraged portfolio as a better altern…
Cliff Asness – 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 E27): Quality Compounding’s Pieter Slegers on The Art of Quality InvestingIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Pieter Slegers discuss: How to Use Reverse DCF and EPS Growth Models in Quality Inve…
McDonald’s Corp (MCD) 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 (08/02/2024)This week’s best investing news: Ray Dalio & Deepak Chopra on Life and Death (RD) Mohnish Pabrai’s Session with CFA Society, United Kingdom (MP) Warren Buffett’s Berkshire Hatha…
HCA Healthcare (HCA): 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. …
Unlocking Investment Intuition: Lessons from Chicken SexingDuring their recent episode, Taylor, Carlisle, and Adam Mead discussed Unlocking Investment Intuition: Lessons from Chicken Sexing, here’s an excerpt from the episode: Tobias: J…
Warren Buffett: The One Reason to Retain Earnings and Not Distribute to ShareholdersIn his 1984 Berkshire Hathaway Annual Letter, Warren Buffett argues that companies should only retain unrestricted earnings if there is a reasonable prospect that retaining the …