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This Acquirers Multiple Stock Is Undervalued, According to Marks, Asness, CohenPart 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…
Is AI Worth the Environmental Cost?During their recent episode, Taylor, Carlisle, and Brewster discussed Is AI Worth the Environmental Cost?, here’s an excerpt from the episode: Bill: Got through unscathed. You k…
Francois Rochon: A Proven Strategy for Succeeding During Market DownturnsIn this interview with The Investor’s Podcast, Francois Rochon discusses the inevitability of significant stock market drops, noting that most stocks, including Berkshire Hathaw…
Ray Dalio: Immunize Your Finances and The Complete Diversification StrategyDuring this interview with WSJ, Ray Dalio emphasizes the importance of financial security and diversification. He advises first establishing financial immunity to unexpected job…
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…- The Case for a “Small-Cap Summer”During their recent episode, Taylor, Carlisle, and Brewster discussed The Case for a “Small-Cap Summer”, here’s an excerpt from the episode: Tobias: It took me a little bit of t…
Francis Chou: Key Strategies for Successful Value InvestingDuring this presentation at the Ivey Business School Value Investing Program 2024, Francis Chou emphasizes the principles of value investing, highlighting that success in both b…
Bill Nygren: How Value Investing Has Changed In Our Knowledge-Based EconomyDuring his recent interview with Morningstar Magazine, Bill Nygren discusses value investing, emphasizing paying prices significantly below a company’s business value. He critiq…
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…- Can Berkshire’s Investing Lieutenants Carry the Mantle?During their recent episode, Taylor, Carlisle, and Brewster discussed Can Berkshire’s Investing Lieutenants Carry the Mantle?, here’s an excerpt from the episode: Tobias: Let’s …
Seth Klarman: The Size Disadvantage For Large Institutional InvestorsIn his book – Margin of Safety, Seth Klarman explains why major money management firms focus on large-capitalization securities, as analyzing smaller companies isn’t justifiable…
Jim Chanos: The Best Investment Strategy For Speculative MarketsDuring his recent interview with Bloomberg, Jim Chanos observes that the current market is as speculative as early 2021, the most speculative period he’s seen in 45 years. He po…
Ray Dalio – 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 E24): Bill Brewster’s back on Roaring Kitty, $NVDA, $TSLA, Isotopes, Small CapsIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Bill Brewster discuss: Can Berkshire’s Investing Lieutenants Carry the Mantle? The C…
Netflix Inc (NFLX) 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 (06/14/2024)This week’s best investing news: Howard Marks Interview (In Good Company) Conversation with Bridgewater Associates’ Founder, Ray Dalio (Milken) A Changing Yield Curve Signal (Ve…
Why eBay Inc (EBAY) 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. …
Exploring Fishbone Diagrams: A Visual Tool for Root Cause AnalysisDuring their recent episode, Taylor, Carlisle, and Matt Sweeney discussed Exploring Fishbone Diagrams: A Visual Tool for Root Cause Analysis, here’s an excerpt from the episode:…