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One Stock Superinvestors Are SellingAs 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…
Timing Luck In Investment StrategiesDuring their latest episode of the VALUE: After Hours Podcast, Hoffstein, Taylor, and Carlisle discussed Timing Luck In Investment Strategies. Here’s an excerpt from the episode…
Bill Nygren: Growth In Passive Investing Creates Opportunities For Value InvestorsDuring his recent presentation at Natixis, Bill Nygren explained how the growth of passive investing and popularity of low-beta stocks have created attractive value opportunitie…
Joel Greenblatt: Turn Over A Lot Of Rocks To Find The ‘Easy’ InvestmentsDuring this interview with Investors’ Chronicle, Joel Greenblatt explained why investors need to turn over a lot of rocks to find the ‘easy’ investments. Here’s an excerpt from …
One Stock Superinvestors Are BuyingAs 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…- Free Lunch – The Government Has Removed Left Tail RiskDuring their latest episode of the VALUE: After Hours Podcast, Hoffstein, Taylor, and Carlisle discussed Free Lunch – The Government Has Removed Left Tail Risk. Here’s an excerp…
Li Lu: Do You Have The Insight & Temperament To Be A Great Investor?During his 2010 Columbia University Lecture, Li Lu discussed the insight and temperament required to be a great investor. Here’s an excerpt from the lecture: When I started in t…
Steven Romick: The Evolution Of A Value InvestorDuring this interview with WealthTrack, Steven Romick discusses his evolution as a value investor. Here’s an excerpt from the interview: Host: Steven, for the seventh edition of…
Warren Buffett – 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 E31): Corey Hoffstein on Value, Return Stacking, 60/40 Stocks and BondsIn their latest episode of the VALUE: After Hours Podcast, Corey Hoffstein, Jake Taylor, and Tobias Carlisle discuss: Free Lunch – The Government Has Removed Left Tail Risk Timi…
What Is The Real Value Of Exxon Mobil Corp (XOM) Using A Simple DCFAs part of a new series, each week we typically conduct a DCF on one of the companies in our screens. However, this week we thought we’d take a look at one of the stocks that is…
This Week’s 10 Big Named Companies Near 52 Week LowsOver 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…
This Week’s 10 Worst Performing Mega-Cap Stocks Last 12 MonthsOver the past twelve months ten Mega-Cap stocks have underperformed all others. Mega-Caps are defined by $200 Billion Market Cap or more. Here’s this week’s top 10 worst perform…
5 Must Read Books – Bruce GreenwaldBruce Greenwald is a value investor, lecturer, and economist known for his work on value investing and competitive strategy. He’s authored a number of books that are highly rega…- This Week’s Best Value Investing News, Podcasts, Interviews (8/25/2023)This week’s best investing news: Bill Ackman – Pershing Square Annual Letter (PS) The Opportunity in Emerging Markets with AQR’s Dan Villalon (Validea) Warren Buffett’s Berkshir…
Stock In Focus – TAM Stock Screener – Stellantis NV (STLA)As part of our ongoing series here at The Acquirer’s Multiple, we provide this feature article titled ‘Stock in Focus‘ where we focus on one of the stocks from our Stock Screene…
Warren Buffett: Why IPOs Can Be Painful for InvestorsDuring their latest episode of the VALUE: After Hours Podcast, Hasson, Taylor, and Carlisle discussed Warren Buffett: Why IPOs Can Be Painful for Investors. Here’s an excerpt fr…
Warren Buffett: A Public Opinion Poll Is No Substitute For ThoughtIn his 1965 Buffett Partnership Letter, Warren Buffett explains why he derives no comfort because important people, vocal people, or great numbers of people agree with him. Nor …