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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…
Burgelman’s Trap: Identifying Flywheel Businesses for Sustainable GrowthDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Carroll discussed Burgelman’s Trap: Identifying Flywheel Businesses for Sustainable Growth. …
Ray Dalio: Are We In A Bubble? 6 Warning Signs Every Investor Should KnowIn his recent article titled Are We In A Stock Market Bubble?, Ray Dalio has developed a set of criteria to identify bubbles in various markets, including stocks, real estate, a…
Jim Chanos: Investors Flock to Fraudulent Companies Despite RisksDuring his recent interview with Capitalisn’t, Jim Chanos describes a phenomenon observed in bull markets where investors, despite knowing the risks, are drawn to fraudulent, ag…
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…
VIX Explained: Demystifying the Stock Market’s “Fear Index”During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Carroll discussed VIX Explained: Demystifying the Stock Market’s “Fear Index”. Here’s an exc…
VALUE: After Hours (S06 E08): Vixologist Jim Carroll on the VIX, Vol, 0DTE Options and Burgelman’s TrapIn their latest episode of the VALUE: After Hours Podcast Jake Taylor, Tobias Carlisle, and Jim Carroll discuss: VIX Explained: Demystifying the Stock Market’s “Fear Index” Burg…
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…
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 (02/03/2024)This week’s best investing news: Berkshire Hathaway 2023 Annual Report (BH) Tom Gayner 2023 Annual Shareholder Letter (Markel) Breaking the Ice: Frederic Tudor’s Frozen Empire (…
10 Big-Name Stocks Near 52-Week Lows: Are They A Buy?Over the past twelve months a number of big named companies have been near or below their 52 week low price. Each week we’ll take a look at some of the biggest names currently c…
Why Bristol-Myers Squibb 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. …
Beyond the Rockets and Robots: Unveiling Potential Flaws in Tesla’s AccountingDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Trainer discussed Beyond the Rockets and Robots: Unveiling Potential Flaws in Tesla’s Accoun…
Jeff Bezos: Future: Real Estate Doesn’t Obey Moore’s LawIn his 2000 Annual Shareholder Letter, in a paragraph titled Future: Real Estate Doesn’t Obey Moore’s Law, Jeff Bezos discussed Amazon’s optimism about the future of e-commerce …
Howard Marks: The Biggest Mistake Investors MakeIn this interview with Infomoney, Howard Marks highlights the importance of emotional control and risk tolerance in investing. The biggest mistake, according to Marks, is taking…
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. Large-Caps are defined by $10 Billion Market Cap or more. Here’s this week’s top 10 worst perfor…
This Acquirers Multiple Stock Is Undervalued, According to Gayner, Asness, 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…
Understanding the “Kitchen Sink” Effect: When Companies Underreport Cash FlowDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Trainer discussed Understanding the “Kitchen Sink” Effect: When Companies Underreport Cash F…