Blog
Page 195
What Drives Investment ReturnsDuring their latest episode of the VALUE: After Hours Podcast, Porter, Vinny, Taylor, and Carlisle discuss What Drives Investment Returns. Here’s an excerpt from the episode: Ja…
Carl Icahn: Leadership In U.S Corporations Is Worse Than MediocreDuring his recent interview with CNBC, Carl Icahn explains why leadership in U.S corporations is worse than mediocre. Here’s an excerpt from the interview: Icahn: I don’t think …
Howard Marks: When The Tide Goes Out We’ll Find Out Who Made Good Credit DecisionsDuring the CFA’s Distinguished Speaker Series 2023, Howard Marks explained why when the tide goes out we’ll find out who made good credit decisions. Here’s an excerpt from the i…
This Acquirers Multiple Stock Appearing In Dalio, Pzena, Watsa 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…- Just Buy The 2-Year At 5%During their latest episode of the VALUE: After Hours Podcast, Porter, Vinny, Taylor, and Carlisle discuss Just Buy The 2-Year At 5%. Here’s an excerpt from the episode: Porter:…
Bill Nygren: Invest When The Odds Are In Your FavorDuring his recent interview with Value Investing With Legends, Bill Nygren discussed investing when the odds are in your favor. Here’s an excerpt from the interview: Nygren: Typ…
Mohnish Pabrai: Investors Get In The Way Of ThemselvesDuring this interview with the Treasury Elite Series, Mohnish Pabrai explained why investors get in the way of themselves. Here’s an excerpt from the interview: Pabrai: As you g…
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…- Real Estate Predictions 2023During their latest episode of the VALUE: After Hours Podcast, Porter, Vinny, Taylor, and Carlisle discuss more Real Estate Predictions 2023. As they dissect the dynamics shapin…
Jim Rogers: We’re Unlikely To See A Recession Anytime SoonDuring his recent interview with Nirmal Bang, Jim Rogers explained why we are unlikely to see a recession anytime soon. Here’s an excerpt from the interview: Rogers: Most people…
Mario Gabelli: How Anyone Can Become A Bottoms-Up Industry AnalystDuring his recent interview with Forbes, Mario Gabelli explained how anyone can become a bottoms-up industry analyst. Here’s an excerpt from the interview: Gabelli: First I thin…
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…- The Catalyst That Will Break The MarketDuring their latest episode of the VALUE: After Hours Podcast, Porter, Vinny, Taylor, and Carlisle discuss The Catalyst That Will Break The Market. Here’s an excerpt from the ep…
Terry Smith: Invest In Businesses That Can Be Run By An Idiot!During his recent Annual Shareholder meeting, Terry Smith explained why you should invest in businesses that can be run by an idiot! Here’s an excerpt from the meeting: Smith; O…
Jeremy Grantham: Market Will Not Bottom Until Deep Into Next YearDuring his recent interview with the What Goes Up Podcast, Jeremy Grantham explained why this market will not bottom until deep into next year. Here’s an excerpt from the interv…
Terry Smith – 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 E9): Stock Market And Real Estate Crashes, Energy, Mortgages And CreditIn their latest episode of the VALUE: After Hours Podcast, Porter Collins, Vincent Daniel, Jake Taylor, and Tobias Carlisle discuss: The Catalyst That Will Break The Market Real…
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…