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Aswath Damodaran: Election Volatility and Hidden Dangers: A Look at Potential Market Pitfalls in 2024In his recent interview with CNBC, Aswath Damodaran discusses why he believes the current market is overvalued by about 9/10 percent. He attributes this to a shift in the expect…
John Rogers: How Patient Investors Can Outperform in 2024 and BeyondIn his latest Q42023 Letter, John Rogers anticipates a narrowing gap between mega-cap and small to mid-cap stocks as interest rates decrease in 2024 and beyond. His belief is su…
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 Greenblatt, Dalio, AsnessPart 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…
Ron Baron’s Wisdom: Risking Assets for Tomorrow’s Cash FlowDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Tsai discussed Ron Baron’s Wisdom: Risking Assets for Tomorrow’s Cash Flow. Here’s an excerp…
Warren Buffett: Why Berkshire Aims To Be The Anti-ConglomerateIn his 2020 Berkshire Hathaway Annual Letter, Warren Buffett discussed his criticism of traditional conglomerates, and why Berkshire differs from the prototype conglomerate. His…
Ray Dalio: Beyond the Hype: A Realistic View of 2024 Growth, Inflation, and Interest RatesIn his latest post on Linkedin, Ray Dalio is cautioning against being too optimistic about the economy in 2024. He believes that there are some risks that could lead to a more n…
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 “3 U’s” to Tesla’s Big Future: Unknowns, Uniqueness, and Unbelievable GrowthDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Tsai discussed The “3 U’s” to Tesla’s Big Future: Unknowns, Uniqueness, and Unbelievable Gro…
Christopher Tsai: Market Agnostic Mastery: Swing Hard for SuccessOne of the best Annual Letter’s we like to read is from Christopher Tsai at Tsai Capital. In his latest 2023 Annual Letter, Chris includes what he calls Exhibit II, Core Discipl…
Mohnish Pabrai: From Furniture to Finance: How Buffett’s Insights Led to Billion-Dollar WinsIn this interview with Guy Spier, Mohnish Pabrai talks about the importance of developing unique insights in investing to gain an edge. He uses Warren Buffett’s investments as e…
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…- Why Tesla Is Misunderstood By Wall StreetDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Tsai discussed Why Tesla Is Misunderstood By Wall Street. Here’s an excerpt from the episode…
Howard Marks: How To Generate Consistently Good ReturnsDuring this Q&A session with KKP Wealth Management, Howard Marks talks about the consistency of good returns rather than chasing ‘elephants’ (exceptional single investments). He…
Cliff Asness: One of the Biggest Mistakes That Investors MakeDuring this interview with Bloomberg, Cliff Asness discusses the mistake that investors make of overanalysing individual components within a portfolio, rather than focusing on t…
Stanley Druckenmiller – 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 E01): Christopher Tsai on $TSLA, Growth Investing, And His Mentor Ron BaronIn their latest episode of the VALUE: After Hours Podcast Jake Taylor, Tobias Carlisle, and Christopher Tsai discuss: Why Tesla Is Misunderstood By Wall Street The “3 U’s” to Te…
The UnitedHealth Group Inc (UNH) 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…