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3 Book Recommendations From Carl IcahnCarl Icahn is an American investor and hedge fund manager. He is founder and controlling shareholder of Icahn Enterprises. He has recommended a number of books that have influen…- This Week’s Best Value Investing News, Podcasts, Interviews (8/11/2023)This week’s best investing news: What Ray Dalio got wrong (and what happens next) (AFR) The Top 5 (Verdad) Carl Icahn promises a ‘reset’ as his company’s shares plunge as much a…
Stock In Focus – TAM Stock Screener – Cal-Maine Foods Inc (CALM)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…
Investors Can Buy The Knicks And The Rangers At A DiscountDuring their latest episode of the VALUE: After Hours Podcast, Boyar, Taylor, and Carlisle discussed Investors Can Buy The Knicks And The Rangers At A Discount. Here’s an excerp…
Warren Buffett: How Berkshire Hathaway Has Adapted Over The YearsDuring the 2019 Berkshire Hathaway Annual Meeting, Warren Buffett discusses how Berkshire Hathaway has had to adapt over the years to keep up with the changing business landscap…
Mohnish Pabrai: One Example Of Why Micro Trumps MacroIn this presentation to the Indian School of Business, Mohnish Pabrai discusses one example of why micro trumps macro. Here’s an excerpt from the presentation: Pabrai: Yeah, so …
This Acquirers Multiple Stock Appearing In Greenblatt, Dalio, Gayner 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…- Ergodicity In InvestingDuring their latest episode of the VALUE: After Hours Podcast, Boyar, Taylor, and Carlisle discussed Ergodicity In Investing. Here’s an excerpt from the episode: Tobias: JT, do …
David Einhorn: “Animal Spirits” Have Returned To The Anti-Value Pockets Of The MarketDuring his recent Q2 2023 Earnings Call, David Einhorn discussed “Animal Spirits” returning to the anti-value pockets of the market. Here’s an excerpt from the call: The first h…
Warren Buffett: Don’t Risk What You Have And Need In Order To Pursue What You Don’t Have And Don’t NeedIn the Berkshire Hathaway Owner’s Manual, Warren Buffett explains why he is willing to reject interesting opportunities rather than over-leverage his balance sheet. Here’s an ex…
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…- Investing Alongside John MaloneDuring their latest episode of the VALUE: After Hours Podcast, Boyar, Taylor, and Carlisle discussed Investing Alongside John Malone. Here’s an excerpt from the episode: Jonatha…
Charles Munger: Sometimes ‘Zero’ Is The Right Number Of Security TransactionsIn his 2013 Daily Journal Corp Annual Meeting, Charles Munger explained why sometimes ‘zero’ is the right number of security transactions. Here’s an excerpt from the meeting: Sh…
Howard Marks: The Race To The Bottom Is Currently UnderwayIn this lecture on SYA, Howard Marks discusses the lower returns across all asset classes, that have increased risk-taking, and a “race to the bottom” in the investment world. H…
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…- Why Uber Is A Good InvestmentDuring their latest episode of the VALUE: After Hours Podcast, Boyar, Taylor, and Carlisle discussed Why Uber Is A Good Investment. Here’s an excerpt from the episode: Jonathan:…
- VALUE: After Hours (S05 E29): Jonathan Boyar on Special Situations, $UBER, $BATRK and Jake on ErgodicityIn their latest episode of the VALUE: After Hours Podcast, Jonathan Boyar, Jake Taylor, and Tobias Carlisle discuss: The current state of the market Opportunities in small-cap s…
Aswath Damodaran: You Have To Keep Investing Simple, But Not SimplisticIn this interview with Everything Money, Aswath Damodaran explains why investors should keep it simple when investing, but not simplistic. Arguing that investors should only add…