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Gaining an Edge in Investing: Information, Analysis, and Behavioral InsightDuring their recent episode, Taylor, Carlisle, and Bares discussed Gaining an Edge in Investing: Information, Analysis, and Behavioral Insight, here’s an excerpt from the episod…
Ray Dalio: The Best Investment Hedge Right Now Is…During his recent interview with WSJ, Ray Dalio explains why he sees gold as a great hedge right now. Gold is a reliable store of wealth when inflation erodes the purchasing pow…
Mohnish Pabrai: What Happened When Charlie Munger Reviewed My Entire Portfolio?During this Q&A session with Guy Spier at VALUEx BRK 2024, Mohnish Pabrai shared an anecdote about an intimidating experience with Charlie Munger. During their first meeting, se…
Joel Greenblatt – 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 E21): Brian Bares on Moats, Analytical Edges, and the Importance of GrowthIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Brian Bares discuss: Gaining an Edge in Investing: Information, Analysis, and Behavi…
Tesla, Inc. (TSLA) 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 (05/24/2024)This week’s best investing news: Terry Smith – Valuation Is Not as Important as Quality (The Market) The Gold Rally (Verdad) Stanley Druckenmiller Interview CNBC (CNBC) Quantita…
Why Comcast Corp (CMCSA) 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. …
Finding Your Tribe Online: Navigating Digital Connection in a Disconnected WorldDuring their recent episode, Taylor, Carlisle, and Morgan discussed Exploring Finding Your Tribe Online: Navigating Digital Connection in a Disconnected World, here’s an excerpt…
Warren Buffett: Proven Techniques to Minimize Investment RiskDuring the 1994 Berkshire Hathaway Annual Meeting, Warren Buffett discusses risk as the possibility of harm, which is tied to the time horizon for holding an asset. Short-term t…
Terry Smith: Stocks: The Only Asset Class That Truly Compounds ReturnsIn this interview with Algy’s Investment Podcast, Terry Smith discusses his investment philosophy which revolves around the power of compounding returns through investing in hig…
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, Pzena, GreenblattPart 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…- Beyond Logic: Exploring the Limits of Left-Brain ThinkingDuring their recent episode, Taylor, Carlisle, and Morgan discussed Beyond Logic: Exploring the Limits of Left-Brain Thinking, here’s an excerpt from the episode: Tom: It’s a co…
Guy Spier: The Importance of Process Over Outcomes in InvestingIn this interview, Guy Spier discusses the importance of having a robust decision-making process when investing, as good processes can lead to bad results and vice versa due to …
Stanley Druckenmiller: Using AI in Investing: A Game-ChangerDuring his recent interview with CNBC, Druckenmiller discusses his investment in Argentina, inspired by a Davos speech. He used Perplexity to identify the top five liquid Argent…
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 Power of Weirdness: Embracing Your Unique PathDuring their recent episode, Taylor, Carlisle, and Morgan discussed The Power of Weirdness: Embracing Your Unique Path, here’s an excerpt from the episode: Tom: A tropism is a d…