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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…
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…
How to Build a Diversified Portfolio with Factor InvestingDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Weber discussed How to Build a Diversified Portfolio with Factor Investing. Here’s an excerp…
David Einhorn: We’re On A ‘Buyers Strike’ Amid Geopolitical TensionIn his latest Greenlight Q3 2023 Letter, David Einhorn says he’s on a ‘buyers strike’ amid the current extreme levels of geopolitical tension which will lead to lower stock pric…
John Malone: Serious Distress For Companies Ignoring Prudent LeverageDuring his recent interview with Squawk on the Street, John Malone discusses the impact of interest rates on companies that have used debt leverage to boost up equity returns. H…
Howard Marks – 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 E41): Vaughan Nelson’s Scott Weber On Concentrated Large Cap Value InvestingIn their latest episode of the VALUE: After Hours Podcast Jake Taylor, Tobias Carlisle, and Scott Weber discuss: How to Build a Diversified Portfolio with Factor Investing The D…
Berkshire Hathaway Inc (BRK.B) 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 (11/10/2023)This week’s best investing news: Oaktree: Full Return World with Howard Marks (OakTree) Bruce Berkowitz – Value Investing: Lessons Learned (WealthTrack) Ray Dalio – Investigatin…
Why Comcast Corp 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. …
Self-Serving Bias and Ant Mills: Are We Trapped in Mental Death Spirals?During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Pavese discussed Self-Serving Bias and Ant Mills: Are We Trapped in Mental Death Spirals?. H…
Warren Buffett: Don’t Wait For Market Panics To Buy Great CompaniesDuring the 1996 Berkshire Hathaway Annual Meeting, Warren Buffett discourages the strategy of waiting for market panics to buy great companies, comparing it to a mortician waiti…
Jeremy Grantham: Real Estate Is In An Unsustainable Global BubbleIn this interview with The Compound, Jeremy Grantham explains why the real estate market has created a global bubble, causing house prices to skyrocket. Explore the best mini ex…
This Acquirers Multiple Stock Is Undervalued, According to Simons, Marks, And GreenblattPart 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…- Tech Cycles Through the Ages: From Telegraphs to EVsDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Pavese discussed Tech Cycles Through the Ages: From Telegraphs to EVs. Here’s an excerpt fro…
Ray Dalio: Learning From Financial Loss, Humility, And The JungleIn this interview with Money Maze, Ray Dalio discusses the painful mistake that taught him the importance of not always assuming one is right and highlighted the greatest traged…
Howard Marks: Maximizing Investment Returns: A Balance of Equities and CreditDuring his recent interview with Bloomberg, Howard Marks discussed the recent increase in high yield bond yields and how they can be competitive with equities when their yields …
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…