Blog
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Jim Chanos: FOMO or Fundamentals: Bull vs. Bear Traps & How to Avoid ThemIn this interview with CNBC, James Chanos explains that regardless of the economic cycle, people’s susceptibility to believing narratives over facts increases the longer the cyc…
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…
Diversification Explained: The Farmers Fable and the Math Behind Risk & RewardDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Brewster discussed Diversification Explained: The Farmers Fable and the Math Behind Risk & R…
Warren Buffett: Berkshire’s 4 Time-Tested Strategies for SuccessIn his 2008 Berkshire Hathaway Shareholder Letter, Warren Buffett explains that while the stock market has been positive in 75% of the past 44 years, it is impossible to predict…
Bill Ackman: Invest with Peace of Mind: Strategies for Emotional ResilienceIn this interview with Lex Fridman, Bill Ackman explains that knowledge and confidence in investing take time. Accept that volatility is natural and learn to develop a “callouse…
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…- Higher Rates & Value Investing: Examining the Complex RelationshipDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Brewster discussed Higher Rates & Value Investing: Examining the Complex Relationship. Here’…
Michael Mauboussin: Trusting Your Hunches: Beware the Hidden Traps of Pattern RecognitionIn this interview with Capital Allocators, Michael Mauboussin explains that while pattern recognition is natural, it’s crucial to be aware of our biases and apply it cautiously …
Terry Smith: Long-Term Investing vs. Chasing Hot Sectors: A Data-Driven ComparisonDuring this interview with Killik & Co, Terry Smith discusses the difficulty of being able to consistently time the market based on short-term trends, highlighting the challenge…
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…- Einhorn vs. Passive Investing: Is the Market Broken or Just Evolving?During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Brewster discussed Einhorn vs. Passive Investing: Is the Market Broken or Just Evolving?. He…
Mohnish Pabrai: Japanese Bets: How Buffett’s Genius Has Yielded Infinite ReturnsDuring this discussion, Mohnish Pabrai explains how Warren Buffett’s Japanese bets have yielded infinite returns based on the way he structured the deal. Buffett didn’t use any …
Bruce Berkowitz: The FOMO Fallacy: Making Rational Decisions in a Hyped MarketIn this interview with Richer, Wiser, Happier, Bruce Berkowitz explains how rampant market fervor, driven by envy and selective information, can be detrimental to rational inves…- VALUE: After Hours (S06 E06): 200th Episode, Bill’s Back, Value on Macro, Value and ZIRP, Farmer’s FableIn their latest episode of the VALUE: After Hours Podcast Jake Taylor, Tobias Carlisle, and Bill Brewster discuss: Einhorn vs. Passive Investing: Is the Market Broken or Just Ev…
Cliff Asness – 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…
Procter & Gamble Co (PG) 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 currentl…- This Week’s Best Value Investing News, Podcasts, Interviews (16/02/2024)This week’s best investing news: MiB: David Einhorn, Greenlight Capital (MiB) Mohnish Pabrai’s Interview at Morningstar (MP) Cliff Asness – Why Not 100% Equities (AQR) Yield Is …
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…