Blog
Page 209
Bill Ackman – 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…
Rob Arnott: This Is An Opportunity Rich Environment For Value StocksDuring his recent interview with The Economic Club of Miami, Rob Arnott explained why this is an opportunity rich environment for value stocks. Here’s an excerpt from the interv…
Warren Buffett: How Much Time Should You Spend Thinking About Your PortfolioDuring the 2007 Berkshire Hathaway Annual Meeting, Warren Buffett discussed how much time you should spend thinking about your portfolio. Here’s an excerpt from the meeting: WAR…
VALUE: After Hours (S04 E44): Small Value, 10-3 Steepest Ever, Invisible Present, $HD Home DepotIn their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: 10-3 Steepest Ever GMO: Deep Value Really Undervalued Invisib…
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…
Stock In Focus – TAM Stock Screener – Alphabet Inc (GOOGL)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 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…- This Week’s Best Value Investing News, Podcasts, Interviews (12/09/2022)This week’s best investing news: EXCLUSIVE: Master Investor Howard Marks Shares His Blunt Advice On Investing (Forbes) Sudden Stops (Verdad) Interview With Value Investor Bill N…
SBF And FTX GTFOIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss SBF And FTX GTFO. Here’s an excerpt from the episode: Tobias: I didn’t really k…
This Acquirers Multiple Stock Appearing In Dalio, Smith, Klarman 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…
First Eagle: Small-Cap Silver LiningsIn their latest paper titled, Small-Cap Silver Linings, First Eagle explain why small-cap stocks continue to outperform. Here’s an excerpt from the paper: While persistently hig…
Chris Bloomstran: Don’t Screw Around With A 1% Position If You Know The Business & Its ValuationIn his recent interview with the Graham & Doddsville Newsletter, Chris Bloomstran explains why investors should not screw around with a 1% position if they know the business and…- 10-3 Inversion and RecessionsIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss 10-3 Inversion and Recessions. Here’s an excerpt from the episode: Tobias: I li…
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…
Lindsell Train: How To Find Companies That Will Survive In The Long-TermIn their latest presentation titled – The Triumph of Experience Over Hope, Lindsell Train discuss how to find companies that will survive in the long-term. Here’s an excerpt fro…
Howard Marks: Today’s Conditions Are Better For The Bargain Hunter Since GFCDuring his recent interview with Forbes, Howard Marks explained why today’s conditions are better for the bargain hunter since the GFC. Here’s an excerpt from the interview: Bac…- Cathie Wood Predicts Bitcoin To $1 Million By 2030In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Cathie Wood Predicts Bitcoin To $1 Million By 2030. Here’s an excerpt from the …
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…