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VALUE: After Hours (S06 E25): Luca Dellanna on his books Winning Long-Term Games and ErgodicityIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Luca Dellanna discuss: Ergodicity in Action: A Story of Ski Racing and Investment Va…
Merck & Co Inc (MRK) 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 (07/19/2024)This week’s best investing news: Memo from Howard Marks: The Folly of Certainty (Oaktree) Todd Combs on Charlie Munger’s Legacy || Q&A Transcript (2024) (Kingswell) Neglecting E…
Why Stellantis NV (STLA) Stock Is 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. …
Seth Klarman: The Paradox of Responsible Living and Reckless Investing ExplainedIn his book – Margin of Safety, Seth Klarman highlights the irrational behavior of some investors who, despite being responsible and deliberate in most aspects of their lives, a…
Howard Marks: Why Successful Investors Aren’t Always IntelligentIn his latest memo – The Folly of Certainty, Howard Marks critiques the diverse and often conflicting predictions about the upcoming presidential election, noting that intellige…
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…
This Acquirers Multiple Stock Is Undervalued, According to Marks, Dalio, PzenaPart 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…
Ray Dalio: How To Spot Impending Market BubblesIn his book – Principles for Navigating Big Debt Crises, Ray Dalio discusses the recurring nature of bubbles in various markets, emphasizing their commonalities despite differin…
Joel Greenblatt: Playing It Safe Could Mean Missing the Next Big ThingIn his book – You Can Be A Stock Market Genius, Joel Greenblatt discusses his cautious investment strategy, emphasizing skepticism toward high-growth, high-multiple stocks. Desp…
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…
Warren Buffett: Why Quality Businesses Can Still Be OverpricedDuring the 1997 Berkshire Hathaway Annual Meeting, Warren Buffett discussed his annual report, in which he described Coke and Gillette as “The Inevitables,” noting their excepti…
Howard Marks: When to Be Cautious and When to Be AggressiveIn his book – Mastering The Market Cycle, Howard Marks explains why in order to make sound investment decisions, we must be alert and perceptive, using inference to understand m…
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…
Warren Buffett: Choosing the Right Discount Rate for ValuationsDuring the 1996 Berkshire Hathaway Annual Meeting, Warren Buffett explained that when determining a discount rate for valuing future cash flows, he prefers using the long-term g…
Mohnish Pabrai: Wait Patiently For That Super-Fast Pitch Down The CenterIn his book – The Dhandho Investor, Mohnish Pabrai discusses why Ben Graham’s emphasis on a margin of safety is vital, aiming to minimize risk while maximizing returns, a strate…
Prem Watsa – 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…- This Week’s Best Value Investing News, Podcasts, Interviews (07/12/2024)This week’s best investing news: Oaktree’s Howard Marks Weighs In on Market Risks, PE and Credit (Bloomberg) Bill Nygren Q2 2024 Commentary: What goes up… keeps going up. But we…