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Charles Munger – 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 E14): John Huber, State Of US Banking, John Von Neumann, Buffett 90% RuleIn their latest episode of the VALUE: After Hours Podcast, John Huber, Jake Taylor, and Tobias Carlisle discuss: Warren Buffett’s 90% Rule Build Your Stock Watchlist Like A Base…
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 Stock & Business Valuation (2023)Last week we provided a list of 10 of the best investing podcasts. You can find the link here: 10 Of The Best Investing Podcasts On The Planet (2023) This week’s list is 10 of t…
Stock In Focus – TAM Stock Screener – Alphabet Inc (GOOGL)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 (4/14/2023)This week’s best investing news: Howard Marks – We Are Undergoing A Historic Sea Change | Interest Rates, Fed, & Inflation (TIP) Warren Buffett on raising stake in Japanese trad…
Gamblers Led To How Insurance WorksDuring their latest episode of the VALUE: After Hours Podcast, Cochrane, Taylor, and Carlisle discuss Gamblers Led To How Insurance Works. Here’s an excerpt from the episode: To…
Guy Spier: Investors Can Take Out Stupidity Insurance To Protect Their PortfolioDuring his recent interview with Excess Returns, Guy Spier explained how investors can take out stupidity insurance to protect their portfolio. Here’s an excerpt from the interv…- Warren Buffett: Japanese Trading Houses Were Selling At Ridiculous PricesDuring his recent interview with CNBC, Warren Buffett discussed buying Japanese Trading Houses that were selling at ridiculous prices. Here’s an excerpt from the interview: Buff…
This Acquirers Multiple Stock Appearing In Pzena, Dalio, Greenblatt 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…
This Time Is Different And The SameDuring their latest episode of the VALUE: After Hours Podcast, Cochrane, Taylor, and Carlisle discuss This Time Is Different And The Same. Here’s an excerpt from the episode: To…
Mohnish Pabrai: The Investing Concept Of ‘Circling Your Wagons’During his recent interview with students at the Rotman School of Management, Mohnish Pabrai discussed the investing concept of ‘circling your wagons’. Here’s an excerpt from th…
Aswath Damodaran: There’s A Lack Of Rationality In InvestingDuring his recent interview with The Big Picture, Aswath Damodaran discussed the lack of rationality in investing. Here’s an excerpt from the interview: Damodaran: Behavioral an…
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…- Can Amazon Be Beaten?During their latest episode of the VALUE: After Hours Podcast, Cochrane, Taylor, and Carlisle discuss Can Amazon Be Beaten?. Here’s an excerpt from the episode: Tobias: Let me a…
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…
Bill Nygren: Which Bank Stocks Are Safer InvestmentsIn his recent Q1 2023 Market Commentary, Bill Nygren discussed which Bank stocks are safer investments. Here’s an excerpt from the commentary: Nygren: The failed banks were most…