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Terry Smith: The Myth of “Cheap” Shares: Why Owning Good Companies Matters MostIn his book Investing For Growth. Terry Smith criticizes the obsession with “cheap” shares, arguing that owning shares in a good company is a much larger determinant of investme…
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 (S05 E42): Daily Dirt Nap’s Jared Dillian on Small Value and his book No WorriesIn their latest episode of the VALUE: After Hours Podcast Jake Taylor, Tobias Carlisle, and Jared Dillian discuss: The Sentiment Analysis Investing Strategy The Culture At Lehma…
Coca-Cola Co (KO) 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 (11/17/2023)This week’s best investing news: David Einhorn – Greenlight Q3 2023 Letter (Greenlight) Charlie Munger on Warren Buffett: He cares more about what happens to Berkshire than his …
Why Lowe’s Companies 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. …
The Fairfax Stock Price Has Tripled in Three YearsDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Weber discussed The Fairfax Stock Price Has Tripled in Three Years. Here’s an excerpt from t…
Warren Buffett: Investment Risks: Beyond Numbers – Assessing Long-Term Purchasing PowerIn his 1993 Berkshire Hathaway Annual Letter, Warren Buffett explained why an investor’s primary concern should be whether their investment will provide enough purchasing power …
Dan Loeb: Investors Can Find Great Opportunities In ‘Bulletproof’ SecuritiesIn his latest Q3 2023 Third Point Letter, Dan Loeb discussed how he’s finding many opportunities in improving credits with ‘bulletproof’ securities, boasting yields of 10%-13%, …
This Acquirers Multiple Stock Is Undervalued, According to Dalio, Greenblatt, And SimonsPart 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…- The Magnificent 7: How Digital Ads Have Destroyed Other Forms of AdvertisingDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Weber discussed The Magnificent 7: How Digital Ads Have Destroyed Other Forms of Advertising…
Joel Greenblatt: Seeking Value, Minimizing Risk, A Strategic Approach to Stock SelectionIn this interview with Satovsky Asset Management, Joel Greenblatt discusses how to find value, minimizing risk, and his strategic approach to stock selection. Here’s an excerpt …
Mohnish Pabrai: Don’t Sell Overvalued Businesses: Give Them the Benefit of the DoubtDuring this Q&A session at the University of Notre Dame, Mohnish Pabrai recommends selling a business only when it is obviously overvalued. Even if a business looks to be overva…
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…
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 Druckenmiller AlgorithmDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Weber discussed The Druckenmiller Algorithm. Here’s an excerpt from the episode: Tobias: Sco…
Warren Buffett: In Markets Wild Things Create Their Own Truth For A WhileDuring the 2000 Berkshire Hathaway Annual Meeting, Warren Buffett says that he has seen everything in the markets, including companies selling for tens of billions of dollars th…
Rich Pzena: Value Investing: Finding Undervalued Stocks While Side-Stepping Value TrapsDuring his recent interview with The Inside Adviser, Richard Pzena discusses his way of assessing a company’s intrinsic value by estimating its ‘normalized earnings’, which is w…