Blog
Page 168
Howard Marks: How To Take The Market’s TemperatureIn his book, The Most Important Thing, Howard Marks explains why being alert to what’s going on and taking the market’s temperature, can help us gain a better understanding of t…
This Acquirers Multiple Stock Appearing In Buffett, Dalio, Simons PortfoliosPart 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…
Timing The Bottom Can’t Be DoneDuring their latest episode of the VALUE: After Hours Podcast, Hasson, Taylor, and Carlisle discussed Timing The Bottom Can’t Be Done. Here’s an excerpt from the episode: Tobias…
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…
Guy Spier: Listen To Charles Munger When It Comes To Trimming PositionsIn this interview with William Green, Guy Spier discusses the challenge of deciding whether to trim investments when the valuation of a position has greatly appreciated. Here’s …
Lee Ainslie: How To Incrementally Improve Your Investing OddsDuring this interview with Invest Like The Best, ‘Tiger Cub’ Lee Ainslie explains why successful investing is not about finding a magic formula, but about incrementally improvin…- Factors Influencing The Success And Longevity Of Public CompaniesDuring their latest episode of the VALUE: After Hours Podcast, Hasson, Taylor, and Carlisle discussed Factors Influencing The Success And Longevity Of Public Companies. Here’s a…
Charles Munger: Value Investing Will Never Go Out Of StyleDuring the 2021 Daily Journal Annual Meeting, Charles Munger explained why value investing will never go out of style. Here’s an excerpt from the meeting: Charlie Munger: Well, …
Warren Buffett: Ignore Original Costs When Reviewing Your PortfolioDuring the 2009 Berkshire Hathaway Annual Meeting, Warren Buffett explained why you should ignore your original costs when reviewing your portfolio. Here’s an excerpt from the m…
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…- Michael Burry’s Market CallsDuring their latest episode of the VALUE: After Hours Podcast, Hasson, Taylor, and Carlisle discussed Michael Burry’s Market Calls. Here’s an excerpt from the episode: Tobias: I…
Jeremy Grantham: Recession Coming & Running Deep Into Next YearDuring his recent interview with Bloomberg, Jeremy Grantham is predicting the likelihood of a recession running deep into next year, accompanied by a drop in stock prices. Here’…
Mohnish Pabrai: When ‘Never-Sell’ Is The Best Investing StrategyDuring this interview with Weekly On Stocks, Mohnish Pabrai discusses when ‘never-sell’ is the best investing strategy. Here’s an excerpt from the interview: Pabrai: One of the …- VALUE: After Hours (S05 E30): Kyler Hasson on Quality, Value, $AMZN, and Mauboussin’s WhitepaperIn their latest episode of the VALUE: After Hours Podcast, Kyler Hasson, Jake Taylor, and Tobias Carlisle discuss: Michael Burry’s Market Calls Factors Influencing The Success A…
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…
What Is The Real Value Of Meta Platforms Inc (META) Using A Simple DCFAs part of a new series, each week we’re going to conduct a DCF on one of the companies in our screens. This week the stock is Meta Platforms Inc (META). We currently have the s…
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…