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This Acquirers Multiple Stock Appearing In Dalio, Greenblatt, 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…
Fed Hikes Rates Until Something BreaksDuring their latest episode of the VALUE: After Hours Podcast, Travis, Taylor, and Carlisle discuss Fed Hikes Rates Until Something Breaks. Here’s an excerpt from the episode: T…
Cliff Asness: The ‘Two Newspaper’ Investing StrategyDuring his recent interview with Barry Ritholz, Cliff Asness discussed his ‘two newspaper’ investing strategy. Here’s an excerpt from the interview: Asness: About half our asset…
Bill Ackman: Why We Need To Guarantee All Bank DepositsDuring his recent interview with 20VC, Bill Ackman explained why we need to guarantee all bank deposits. Here’s an excerpt from the interview: Ackman: I woke up Saturday morning…
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…- We’re Heading For A Financial Ice AgeDuring their latest episode of the VALUE: After Hours Podcast, Travis, Taylor, and Carlisle discuss We’re Heading For A Financial Ice Age. Here’s an excerpt from the episode: Ja…
Warren Buffett: How To Identify Shareholder-Conscious ManagementsIn his 1984 Berkshire Hathaway Letter, Warren Buffett discussed how to identify shareholder-conscious managements. Here’s an excerpt from the letter: The key word is “demonstrat…
Jim Rogers: Before This Is Over We’re Going To Have Some Horrible Economic Problems EverywhereDuring his recent interview with Business Standard, Jim Rogers explained why before this is over we’re going to have some horrible economic problems everywhere. Here’s an excerp…
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…- SVB – A 1980s Style Bank Run With A Modern TwistDuring their latest episode of the VALUE: After Hours Podcast, Travis, Taylor, and Carlisle discuss SVB – A 1980s Style Bank Run With A Modern Twist. Here’s an excerpt from the …
Guy Spier: What Warren Buffett Taught To Me About Managing DebtDuring his recent interview on the RWH Podcast, Guy Spier discussed what Warren Buffett taught him about managing debt. Here’s an excerpt from the interview: Spier: The only rea…
Jim Chanos: There’s A Bigger Credit Event Coming For Regional BanksDuring his recent interview with RiskReversal Media, Jim Chanos discussed the bigger credit event that’s coming for regional banks. Here’s an excerpt from the interview: Chanos:…
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…- VALUE: After Hours (S05 E10): Special Silicon Valley Bank Run Edition; Gribbin’s Ice Age On MilankovitchIn their latest episode of the VALUE: After Hours Podcast, Tim Travis, Jake Taylor, and Tobias Carlisle discuss: What Caused The Run On Silicon Valley Bank? We’re Heading For A …
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…- This Week’s Best Value Investing News, Podcasts, Interviews (3/17/2023)This week’s best investing news: Jeremy Grantham’s Market Meat-Grinder (What Goes Up) Mohnish Pabrai – Founder & Managing Partner of Pabrai Investment Funds (TE Leadership Serie…
Stock In Focus – TAM Stock Screener – Meta Platforms Inc (META)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…