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VALUE: After Hours (S05 E36): Zach Abraham on Markets in Turmoil, Recessions, Crashes and Yield CurvesIn their latest episode of the VALUE: After Hours Podcast Jake Taylor and Tobias Carlisle are joined by special guest Zach Abraham to discuss: Stocks Have Become Pokémon Cards M…
NVIDIA Corp (NVDA) 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…
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…
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…
10 Of The Best Books On Bond Investing (2023)This week we’ve provided ten of the best books on bond investing that will assist investors. This list is by no means complete and is certainly not in any particular order. If y…- This Week’s Best Value Investing News, Podcasts, Interviews (10/6/2023)This week’s best investing news: Jeremy Grantham presentation to LiveWire Markets (LiveWire) PIPE-Works and PIPE-Dreams (Part I) (Verdad) Terry Smith – medirectalk 12 July 2023 …
Why Pfizer Inc 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. …
Reducing Type 1 Errors Significantly Improves Your Investment PerformanceDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and special guest Juan Torres discussed Reducing Type 1 Errors Significantly Improves Your Inves…
Warren Buffett: The Folly Of Focusing On Short-Term EarningsIn his 1977 Berkshire Hathaway Annual Letter, Warren Buffett explains why single year snapshots are not adequate portrayals of a business. Investors should focus on the long-ter…
Ray Dalio: Why Cash Is No Longer TrashIn this interview with Bloomberg, Ray Dalio explains why cash is now a relatively attractive asset class. Here’s an excerpt from the interview: Dalio: So number one is respect w…
This Acquirers Multiple Stock Is Undervalued, According to Burry, Greenblatt, And DalioPart 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…- Why Is It Difficult To Recreate A Successful Business In Another Country?During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and special guest Juan Torres discussed Why is it difficult to recreate a successful business in…
Howard Marks: The Psychological Factors That Affect Security PricesIn this interview with David Rubenstein, Howard Marks argues that the impact of a company event on its security prices is not direct or mechanical. Rather, it is mediated by peo…
Terry Smith: Portfolio Concentration Rules: Why Fund Managers Have to Sell Stocks They LikeIn this interview with medirectalk, Terry Smith discusses the portfolio concentration rules that fund managers have to follow. These rules limit the amount of money that can be …
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…- How to Invest in China Despite Political RisksDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and special guest Juan Torres discussed How to Invest in China Despite Political Risks. Here’s a…
Warren Buffett: The Investing World Really Has Changed: More Than People AppreciateDuring the 2017 Berkshire Hathaway Annual Meeting, Warren Buffett discussed how the investing world has changed from the days of Rockefeller and Carnegie. Here’s an excerpt from…
Steven Romick: Finding Opportunities Investing In The Gap Between Perception and RealityIn this interview with Excess Returns, Steven Romick discusses how he finds opportunities investing in the gap between perception and reality. Here’s an excerpt from the intervi…