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Mohnish Pabrai: Another Valuable Lesson I Learned From Warren And CharlieDuring this Q&A session with the students at JNV Lucknow, Mohnish Pabrai discussed another valuable lesson he learned from Warren Buffett and Charlie Munger. Here’s an excerpt f…
Howard Marks: There’s Only One Way To ForecastDuring this interview at the 2023 Value Investing Conference, Howard Marks discussed the one way to forecast. Here’s an excerpt from the interview: Marks: One of the most insigh…
Michael Burry – 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 E21): Justin Carbonneau And Jack Forehand On What Factors Work In The MarketIn their latest episode of the VALUE: After Hours Podcast, Justin Carbonneau, Jack Forehand, Jake Taylor, and Tobias Carlisle discuss: What Impact Will AI Have On Investing? Why…
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 Book Recommendations From Ray DalioRay Dalio, the billionaire investor and founder of Bridgewater Associates, has written a number of books including “Principles: Life and Work” which outlines his principles for …- This Week’s Best Value Investing News, Podcasts, Interviews (6/2/2023)This week’s best investing news: Howard Marks – 2023 Value Investing Conference | Keynote Speaker (Ivey) A History of Debt Limits & Defaults (Jamie Catherwood) Charlie Munger on…
Stock In Focus – TAM Stock Screener – Synchrony Financial (SYF)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…
The Past Prosperity of Profit MarginsDuring their latest episode of the VALUE: After Hours Podcast, Weniger, Taylor, and Carlisle discuss The Past Prosperity of Profit Margins. Here’s an excerpt from the episode: T…
Guy Spier: Warren Buffett’s Instincts Keep Him Out Of TroubleDuring his recent interview with Julia La Roche, Guy Spier explained how Warren Buffett’s instincts keep him out of trouble. Here’s an excerpt from the interview: Spier: It was …
Cliff Asness: Equities Are A Scary Place For InvestorsDuring his recent interview with Bloomberg Wealth, Cliff Asness explained why equities are a scary place for investors. Here’s an excerpt from the interview: Asness: OK, first I…
This Acquirers Multiple Stock Appearing In Buffett, Burry, Pzena 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…- Here’s Why Japan Provides Great Value OptionsDuring their latest episode of the VALUE: After Hours Podcast, Weniger, Taylor, and Carlisle discuss Here’s Why Japan Provides Great Value Options. Here’s an excerpt from the ep…
Terry Smith: One Of The Biggest Problems With Bank Stocks Is Systemic RiskEarlier this year, Terry Smith wrote an article for the Financial Times outlining his reasons for not investing in bank stocks, one of which included systemic risk. Here’s an ex…
Tom Gayner: What Discount Rate To Use On Potential InvestmentsDuring his recent Omaha Brunch, Tom Gayner was asked about what discount rate he uses when assessing potential investments. Here’s his response: Gayner: So first, about interest…
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…- Laptop Warriors Changed The U.S Housing MarketDuring their latest episode of the VALUE: After Hours Podcast, Weniger, Taylor, and Carlisle discuss Laptop Warriors Changed The U.S Housing Market. Here’s an excerpt from the e…