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Adam Smith: Beyond Profits: Understanding the Emotional Drivers of Investor BehaviorIn his book The Money Game, Adam Smith explains how investors, regardless of size, are primarily motivated by the desire to be engaged and informed about their investments. They…
Warren Buffett: Chasing Illusions: The Truth Behind Chain-Letter Stock PromotionsIn his 1968 Buffett Partnership Letter, Warren Buffett discusses the widespread financial phenomenon of chain-letter type stock promotions, where substantial amounts of money ar…
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…
Wall Street’s Love Affair with Roll-Ups: Profit or Pitfall?During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Trainer discussed Wall Street’s Love Affair with Roll-Ups: Profit or Pitfall?. Here’s an exc…
Tom Gayner: Buybacks or Issuance? Markel Group’s Investment Strategy DecodedIn his latest 2023 Annual Shareholder Letter, Tom Gayner explains how he calculates the intrinsic value of his company’s shares. The Markel Group believes their company has two …
Bill Ackman: From Penny Stock to $31: An Unconventional Turnaround StrategyIn this interview with Lex Fridman, Bill Ackman describes his experience turning around General Growth Properties through bankruptcy. He emphasizes the importance of independent…
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…- Discernment and Propaganda on Wall StreetDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Trainer discussed Discernment and Propaganda on Wall Street. Here’s an excerpt from the epis…
Mohnish Pabrai: 2-Step Investment Strategy to Spot Major Value GapsIn this Q&A session with the London School of Economics, Mohnish Pabrai discusses his two step investment process for finding opportunities with significant upside potential. He…
Warren Buffett: Beyond Logic: Why Markets Still Panic in the Digital AgeIn a section titled Our Not-So-Secret Weapon in his latest Berkshire Hathaway Annual Letter, Warren Buffett explains how the stock market can still be irrational and prone to pa…
Jeremy Grantham – 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 E07): New Constructs’ David Trainer on Forensic Accounting Analysis, AI and MLIn their latest episode of the VALUE: After Hours Podcast Jake Taylor, Tobias Carlisle, and David Trainer discuss: Discernment and Propaganda on Wall Street Wall Street’s Love A…
Meta Platforms Inc (META) 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 (23/02/2024)This week’s best investing news: Howard Marks: This Investor Raised Billions by Making Complicated Ideas Simple (David Perell) Terry Smith: my future as manager of Fundsmith Equ…
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 Cisco Systems Inc 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. …
First-Gen Riches, Third-Gen Bust? Investing in Google’s FutureDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Brewster discussed First-Gen Riches, Third-Gen Bust? Investing in Google’s Future. Here’s an…
Howard Marks: Memos: Most Investors Will Not Implement My Investing SecretsIn this interview with David Perrel, Howard Marks explains that while he gives away a lot of investing secrets in his memos, most investors still won’t be able to successfully i…