Blog
Page 111
Mohnish Pabrai: Avoid Investment Pitfalls: Create An Aviation Safety Style ChecklistIn this session with the CFA in the U.K, Mohnish Pabrai discusses the importance of learning from investment mistakes, both personal and those of renowned investors like Warren …
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…
Regular Portfolio Cleaning Enhances Investment FocusDuring their recent episode, Taylor, Carlisle, and Adam Mead discussed Regular Portfolio Cleaning Enhances Investment Focus, here’s an excerpt from the episode: Jake: I was just…
Warren Buffett: Prosperity Makes It Hard for Companies to Stay DisciplinedIn the book – The Snowball, Warren Buffett discussed Coca-Cola’s costly “Project Infinity,” criticized by Herbert Allen for excessive spending with unclear benefits. Buffett, a …
Stanley Druckenmiller: Take Big Swings Especially When You’re UpIn the book – The New Market Wizards there’s an interview with Stanley Druckenmiller in which he discusses George Soros’s investment philosophy, which emphasizes preserving capi…
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…- Watchlist Investing And The Neighbor’s House AnalogyDuring their recent episode, Taylor, Carlisle, and Adam Mead discussed Watchlist Investing And The Neighbor’s House Analogy, here’s an excerpt from the episode: Tobias: [crossta…
Howard Marks: The Best Investment Opportunities Arise from UnpopularityIn this Addendum titled – Random Thoughts on the Identification of Investment Opportunities, Howard Marks explains why psychology is more crucial in investing than accounting or…
Ian Cassel: Finding Companies That Can Double Your Money In 3 YearsDuring his recent interview on The Investor’s Podcast, Ian Cassel discusses his investment approach, emphasizing the importance of assessing potential downsides before consideri…
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…- Buffett’s Willingness To Be WrongDuring their recent episode, Taylor, Carlisle, and Adam Mead discussed Buffett’s Willingness To Be Wrong, here’s an excerpt from the episode: Jake: Anything appreciable on somet…
Joel Greenblatt: Is Stock Market Investing Right for Your Personality Type?In his book – You Can Be A Stock Market Genius, Joel Greenblatt draws a parallel between sailing as a hobby and successful long-term investing. He emphasizes that both activitie…
Warren Buffett: How Ted and Todd Complement My Investment StrategyDuring the 2016 Berkshire Hathaway Annual Meeting, Warren Buffett explains that he seeks very large deals in investments or operating businesses, while his associates, Ted Wesch…
Bruce Berkowitz – 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 E26): Adam Mead on The Financial History of Berkshire and Warren BuffettIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Adam Mead discuss: Buffett’s Willingness To Be Wrong Watchlist Investing And The Nei…
PepsiCo Inc (PEP) 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 (07/26/2024)This week’s best investing news: Howard Marks – Getting The Odds On Your Side (3 Takeaways) The Rise of Alternatives (Verdad) Pzena Investment Management Q2 2024 Commentary: US …