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Warren Buffett: The Hidden Costs of High Stock Market ActivityIn his 1983 Berkshire Hathaway Annual Letter, Warren Buffett criticizes the high activity in the stock market, which brokers promote using terms like “marketability” and “liquid…
Howard Marks: The Six Key Principles for Successful InvestingDuring his recent interview on the In Good Company Podcast, Howard Marks outlines his six key principles for successful investing. Here’s an excerpt from the interview: My philo…
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 Dalio, Greenblatt, AsnessPart 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…
Why Biologic Drugs Are the Future: A Look at Industry TrendsDuring their recent episode, Taylor, Carlisle, and Matt Sweeney discussed Why Biologic Drugs Are the Future: A Look at Industry Trends, here’s an excerpt from the episode: Tobia…
Mohnish Pabrai: How To Capitalize on Fear and Greed in the Stock MarketIn his book – The Dhandho Investor, Mohnish Pabrai explains how fear and greed are fundamental to human behavior and significantly influence stock market pricing. Extreme fear c…
Rob Vinall: Moats Are Becoming Less Relevant in a Fast-Changing EconomyDuring his recent presentation at the Value Investor Conference, Rob Vinall discusses the concept of economic moats in both static and dynamic economies. Historically, a wide mo…
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…- Why Pod Shops Are Gaining Popularity Among Large Capital PoolsDuring their recent episode, Taylor, Carlisle, and Matt Sweeney discussed Why Pod Shops Are Gaining Popularity Among Large Capital Pools, here’s an excerpt from the episode: Tob…
Howard Marks: Unveiling the Two Key Skills of Masterful InvestorsIn his book – Mastering the Market Cycle, Howard Marks argues that truly successful investors are neither overly aggressive nor defensive. They excel at both market timing and p…
Warren Buffett: The Futility of Following Public Opinion in StocksDuring the 1994 Berkshire Hathaway Annual Meeting, Warren Buffett advises against making investment decisions based on others’ opinions, highlighting the irrelevance of public o…
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…- Finding Value in Optically Expensive Stocks: A Deep DiveDuring their recent episode, Taylor, Carlisle, and Matt Sweeney discussed Finding Value in Optically Expensive Stocks: A Deep Dive, here’s an excerpt from the episode: Matthew: …
Warren Buffett: We All Make Mistakes: Not Everything Works Out As PlannedIn his 2013 Berkshire Hathaway Annual Letter, Warren Buffett discusses the diverse range of companies in Berkshire Hathaway, from those with exceptional profitability to those w…
Bob Robotti: Passive Fund Flows Have Created Many Stock Picking OpportunitiesDuring his recent presentation at the Value Investor Conference 2024, Bob Robotti explains why the passive flow of funds has created investment opportunities by diverting attent…
Stanley Druckenmiller – 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 E23): Matthew Sweeney on Laughing Water’s Boutique Concentrated Value StrategyIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Matt Sweeney discuss: Finding Value in Optically Expensive Stocks: A Deep Dive Why P…
Microsoft Corp (MSFT) 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…