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China’s Investment Landscape: A Risk Worth Ignoring or Embracing?During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Travis discussed China’s Investment Landscape: A Risk Worth Ignoring or Embracing?. Here’s a…
Mohnish Pabrai: Zeroes Happen: The Surprisingly Forgiving Math of Successful InvestingIn this Q&A session with Oxford University, Mohnish Pabrai discusses the forgiving nature of the investment business despite frequent mistakes. His key points include: High Erro…
Tom Gayner: When To (and Not To) Sell Your High-Flying InvestmentsIn this interview with The Knowledge Project, Tom Gayner explains why you shouldn’t sell a winning investment. The two main reasons include: 1. The high opportunity cost of rein…
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…- Think Smarter, Not Harder: How “Obvious Adams” Can Boost Your InvestingDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Travis discussed Think Smarter, Not Harder: How “Obvious Adams” Can Boost Your Investing. He…
Prem Watsa: Navigating Investment Pitfalls: Insights on Regrets and SuccessIn this interview with Bloomberg, Prem Watsa admits to making numerous mistakes during his investing career. He acknowledges John Templeton’s point that even the best investors …
Joel Greenblatt: Picasso at a Yard Sale: Investing in Unexpected PlacesIn this interview with The Knowledge Project, Joel Greenblatt discusses the importance of finding investment opportunities in unexpected places, drawing inspiration from his in-…
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…- AIG, Fairfax, Berkshire Hathaway: Favorite Insurance Plays for Long-Term ReturnsDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Travis discussed discussed AIG, Fairfax, Berkshire Hathaway: Favorite Insurance Plays for Lo…
Warren Buffett: Beyond the Numbers: Unveiling the True Value of Businesses with Intangible AssetsIn his 1983 Berkshire Hathaway Annual Letter, Warren Buffett explained why a profitable business might not be a wise acquisition. While good businesses are good places to seek a…
Howard Marks: The Moving Walkway Analogy: Understanding the Power of Low Rates for InvestorsDuring his recent interview with Merryn Talks Money, Howard Marks explains how low and declining interest rates have been a major advantage for investors, especially private equ…
Seth Klarman – 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 E02): Tim Travis on Options, Energy, Financials, Including $C, $BRK, and $FFHIn their latest episode of the VALUE: After Hours Podcast Jake Taylor, Tobias Carlisle, and Tim Travis discuss: AIG, Fairfax, Berkshire Hathaway: Favorite Insurance Plays for Lo…
The Walmart Inc (WMT) 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 are not cur…- This Week’s Best Value Investing News, Podcasts, Interviews (01/19/2024)This week’s best investing news: Ray Dalio – 2024: A Pivotal Year on the Brink (LinkedIn) Warren Buffett’s company now fully owns a truck-stop chain that was the 5th-largest pri…
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 Meta Platforms Inc 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. …
Musk Borrows From History: How Tesla is Channeling Henry Ford to Dominate EVsDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Tsai discussed Musk Borrows From History: How Tesla is Channeling Henry Ford to Dominate EVs…