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Joel Greenblatt: Concentrated & Diversified Portfolios Both Work WellIn this interview with the RWH Podcast, Joel Greenblatt explains why he runs concentrated and diversified portfolios. Here’s an excerpt from the interview: Greenblatt: Most of m…
Howard Marks: The Right Way To Think About StocksDuring this interview with BNN Bloomberg, Howard Marks discussed the right way to think about stocks. Here’s am excerpt from the interview: Marks: Well it doesn’t matter when th…
VALUE: After Hours (S05 E2): 2022 Year in Review, The Inner Game, Value Spreads And The 3/10 InversionIn their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: 60% Forward Returns For Value The Inner Game – Managing Your …
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 – Stellantis NV (STLA)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 (1/20/2023)This week’s best investing news: David Einhorn – Greenlight Capital Q4 2022 Letter (GC) Regulating Crypto – Democratization and “The Bucket Shop Problem” (Jamie Catherwood) Oakt…
Bill Miller Shorts TeslaIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Bill Miller Shorts Tesla Here’s an excerpt from the episode: Tobias: Samson say…
This Acquirers Multiple Stock Appearing In Dalio, Simons, Cohen 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…
David Einhorn: We Benefited By Shorting ‘Innovation’ StocksIn his recent Q4 2022 Letter, David Einhorn explained how he benefited by shorting so called ‘innovation’ stocks. Here’s an excerpt from the letter: We are nothing if not persis…
Howard Marks: Forget Good Idea/Bad Idea, Think Risk/ReturnDuring his recent interview with Bloomberg, Howard Marks explains why investors should think in terms of risk/reward and not good idea/bad idea. Here’s an excerpt from the inter…- ARKK Flat For Past 5 YearsIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss ARKK Flat For Past 5 Years. Here’s an excerpt from the episode: Tobias: This is…
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…
Pzena: The Value Opportunity Is CompellingIn their latest Q4 2022 Letter, Pzena Investment Management explain why the value opportunity is compelling. Here’s an excerpt from the letter: Despite recession, inflation, and…
David Einhorn: A ‘Debilitated’ Value Investing Industry Is Great News For UsIn his recent Q4 2022 Letter, David Einhorn explained why a ‘debilitated’ value investing industry is great news for his firm. Here’s an excerpt from the letter: 2022 was an exc…- Warren Buffett: You Don’t Have To Make It Back The Way You Lost itIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Warren Buffett: You Don’t Have To Make It Back The Way You Lost it. Here’s an e…
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: The Stock Market Is The Most Obliging, Money-Making Place In The WorldDuring the 2012 Berkshire Hathaway Annual Meeting, Warren Buffett explained why the stock market is the most obliging, money-making place in the world. Here’s an excerpt from th…