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Terry Smith: Where To Find The Great Businesses Of The FutureIn this interview with AJ Bell, Terry Smith discussed where to find the great businesses of the future. Here’s an excerpt from the interview: Smith: The same place they came fro…
Charles Munger: What Makes Li Lu A Great InvestorDuring the 2018 Daily Journal Annual Meeting, Charles Munger was asked about the talent of Li Lu. Here’s an excerpt from the meeting: Munger: The second question was Li Lu. What…
Soft Landing Or Big Flush Coming?In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Soft Landing Or Big Flush Coming? Here’s an excerpt from the episode: Tobias: I…
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…
GMO: 2022 – U.S. Large Caps – The Value/Growth Spread Was A Stunning 24% In Favor Of ValueIn their recent Q4 2022 Letter, GMO highlighted that in 2022 within U.S. large caps, the value/growth spread was a stunning 24% in favor of value. Here’s an excerpt from the let…
Michael Burry: Investors Who Turn Over The Most Stones Will Find The Most SuccessIn his 2001 Scion Capital Letter, Michael Burry says investors who turn over the most stones will find the most success. Here’s an excerpt from the letter: When evaluating an op…- Where Are All The Bankruptcies?In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Where Are All The Bankruptcies? Here’s an excerpt from the episode: Tobias: Yea…
David Herro: Value Opportunities In International InvestingDuring his latest presentation, David Herro discusses value opportunities in international investing. Here’s an excerpt from the presentation: Herro: When you look at the world …
Howard Marks: Finding Bargains In The ‘Uninvestable’During his recent interview with The Motley Fool, Howard Marks discussed which areas will benefit from the ‘New World Order’, and finding bargains in the ‘Uninvestable’. Here’s …
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…- Which Industries Will ChatGPT Disrupt?In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Which Industries Will ChatGPT Disrupt? Here’s an excerpt from the episode: Bill…
Warren Buffett: There’s A Very Simple Formula For Building A Multinational Conglomerate Holding CompanyDuring the 2008 Berkshire Hathaway Annual Meeting, Warren Buffett outlined his very simple formula for building a multinational conglomerate holding company. Here’s an excerpt f…
Joel Greenblatt: Investors Can Get Completely Blindsided Through No Fault Of Their OwnIn this interview with William Green, Joel Greenblatt explains how investors can get completed blindsided through no fault of their own. Here’s an excerpt from the interview: Gr…
Dan Loeb – 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 E4): Value Beaten In January, Bears And Rate Cuts, Richard Hamming’s ResearchIn their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Which Industries Will ChatGPT Disrupt? Where Are All The Bank…
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 – Warrior Met Coal Inc (HCC)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…