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Charles Munger: There’s A Lot Of Agony Out ThereDuring his recent interview with FT, Charles Munger discussed a number of issues including the trouble with banking, commercial property loans, great returns are a thing of the …
Steve Romick: Banks Are Incredibly Vulnerable Due To Duration MismatchDuring his recent Q1 2023 Earnings Call, Steve Romick explained why Banks are incredibly vulnerable due to duration mismatch. Here’s an excerpt from the call: Romick: So, I gues…
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…
The Fed’s Strategy Is An Own GoalDuring their latest episode of the VALUE: After Hours Podcast, Harvey, Taylor, and Carlisle discuss The Fed’s Strategy Is An Own Goal. Here’s an excerpt from the episode: Campbe…
Ray Dalio: The 4 Quadrant Portfolio For All EnvironmentsDuring his recent interview with Chris Williamson, Ray Dalio discussed his four quadrant portfolio for all environments. Here’s an excerpt from the interview: Dalio: There are b…
Howard Marks: There’ll Be Significant Losses Throughout The EconomyDuring his recent interview at Real Estate Luminaries 2023, Howard Marks explained why there will be significant losses throughout the economy. Here’s an excerpt from the interv…
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…- How Cam Harvey Invented The Yield Curve InversionDuring their latest episode of the VALUE: After Hours Podcast, Harvey, Taylor, and Carlisle discuss How Cam Harvey Invented The Yield Curve Inversion. Here’s an excerpt from the…
David Einhorn: Economic Outlook Unusually Difficult To ProjectIn his Q1 2023 Letter, David Einhorn explained why the economic outlook is unusually difficult to project. Here’s an excerpt from the letter: Einhorn: Macro was a small detracto…
Stanley Druckenmiller: Buy First, Analyze LaterDuring his recent interview with Norges Bank, Stanley Druckenmiller explains why he buys first, and conducts thorough analysis later. Here’s an excerpt from the interview: Druck…
George Soros – 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 E16): Cam Harvey On 10-3 Inversions, Recession Risk, False Signals And The FedIn their latest episode of the VALUE: After Hours Podcast, Cam Harvey, Jake Taylor, and Tobias Carlisle discuss: How Cam Harvey Invented The Yield Curve Inversion The Fed’s Stra…
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…
10 Of The Best Books On Financial Fraud (2023)Over the past couple of weeks we’ve been compiling our ’10 Of The Best’ lists, including: 10 Of The Best Stock Market Investing Books For Beginners (2023) 10 Of The Best Investi…
Stock In Focus – TAM Stock Screener – eBay Inc (EBAY)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…- This Week’s Best Value Investing News, Podcasts, Interviews (4/28/2023)This week’s best investing news: Ray Dalio’s five megatrends help explain what comes next (AFR) Legendary investor Peter Lynch on stock picking (CNBC) Wise Words from Howard Mar…
Obesity Pills & Junk FoodDuring their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Obesity Pills & Junk Food. Here’s an excerpt from the episode: Bill: How I …