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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…
Mohnish Pabrai: Margin Of Safety – The Free Lunch In InvestingDuring this interview at the Morningstar India Conference, Mohnish Pabrai explained why the margin of safety is the free lunch in investing. Here’s an excerpt from the interview…
Stanley Druckenmiller: Focus On What Makes A Stock Go Up Or DownIn the book The New Market Wizards, Stanley Druckenmiller explains why he focuses on what makes a stock go up or down. Here’s an excerpt from the book: Q. What kind of analytica…
Steve Jobs Would Not Approve Of Apple TodayIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Steve Jobs Would Not Approve Of Apple Today. Here’s an excerpt from the episode…
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…
Warren Buffett: Can’t Suffer Loses, Stay Out Of The Kitchen!In his 1965 Buffett Partnership Letter, Warren Buffett discussed the necessary temperament required to be a good investor. Here’s an excerpt from the letter: During our eight-ye…
Howard Marks: There’s Nothing Intelligent To Be Learned About Managing MoneyDuring this recent interview with The University of Chicago Booth School, Howard Marks quotes Galbraith saying there’s nothing intelligent to be learned about managing money. He…- Will Microsoft Bing With ChatGPT Destroy Google?In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Will Microsoft Bing With ChatGPT Destroy Google?. Here’s an excerpt from the ep…
David Abrams – 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…
Pzena: The Stage Is Set For Another Powerful Value CycleIn their latest Q4 2022 Market Commentary, Pzena explain why the stage is set for another powerful value cycle. Here’s an excerpt from the letter: Equity market performance in p…
Dan Loeb: Invest In Companies That Have Found ‘Religion’In his latest Q4 2022 Letter, Dan Loeb recommends investing in companies that have found ‘religion’. Here’s an excerpt from the letter: While these results were lackluster, we u…- VALUE: After Hours (S05 E5): Value Spread Wide, Forward Earnings Rolling Over, Soft LandingsIn their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Will Microsoft Bing With ChatGPT Destroy Google? Steve Jobs W…
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 – West Fraser Timber Co. Ltd (WFG)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 (2/10/2023)This week’s best investing news: Howard Marks on China, Risk, and Interest Rates (Motley Fool) A Brief History Of Post-Bubble Markets (Jamie Catherwood) Baupost chief Seth Klarm…
Why Netflix Is An Amazing Business StoryIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Why Netflix Is An Amazing Business Story. Here’s an excerpt from the episode: B…
This Acquirers Multiple Stock Appearing In Dalio, Simons, Pzena 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…