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Pending Residential Real Estate ApocalypseDuring their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Pending Residential Real Estate Apocalypse. Here’s an excerpt from the epis…
Chris Bloomstran: The Future For The Fab 5 – Apple, Microsoft, Google, Amazon And FacebookIn his latest Semper Augustus 2022 Annual Report, Chris Bloomstran provides a comprehensive analysis of the Fab 5 – Apple, Microsoft, Google, Amazon and Facebook, and discusses …
Warren Buffett: What Makes Charlie Munger A Great PartnerIn his recent Berkshire Hathaway 2022 Annual Letter, Warren Buffett provided a list of some of the best thoughts from his partner Charlie Munger. Here’s an excerpt from the lett…
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 E7): Resi Real Estate Apocalypse, Discretionary Spending, 40s / 70s InflationIn their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Pending Residential Real Estate Apocalypse Would Munger Have …
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…
Stock In Focus – TAM Stock Screener – Procter & Gamble Co (PG)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 (2/24/2023)This week’s best investing news: Ray Dalio – Principles For Success In Investing & Life (RWH022) When Icons Fall: FTX, Carnegie and Samuel Insull (Jamie Catherwood) Jim Chanos I…
Injelitance: The Death of GrowthDuring their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Injelitance: The Death of Growth. Here’s an excerpt from the episode: Jake:…
Charles Munger: One Mistake That Cost Me $200 MillionDuring the 2001 Berkshire Hathaway Annual Meeting, Charles Munger discussed one mistake of omission that cost him $200 Million. Here’s an excerpt from the meeting: CHARLIE MUNGE…
Mohnish Pabrai: Most Potential Investments Will Have Some ‘Hair’ On ThemDuring this interview with SumZero, Mohnish Pabrai discusses how most potential investments will have some ‘hair’ on them. Here’s an excerpt from the interview: Pabrai: So I thi…- This Reminds Us Of The 1920’sDuring their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss This Reminds Us Of The 1920’s. Here’s an excerpt from the episode: Bill: Ye…
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…
Prem Watsa: Value Oriented Stocks Coming To The ForeDuring his latest Q4 2022 Earnings Call, Prem Watsa explained why value oriented stocks are coming to the fore. Here’s an excerpt from the call (H/T Seeking Alpha): Watsa: As I’…
Howard Marks: Companies Should Have To Make Difficult Capital Allocation DecisionsDuring this interview with BQ Prime, Howard Marks explained why companies should have to make difficult capital allocation decisions. Here’s an excerpt from the interview: Marks…- Interest Rates Are The Inverse Of A CurfewDuring their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Interest Rates Are The Inverse Of A Curfew. Here’s an excerpt from the epis…
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…