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Mohnish Pabrai: Auction Driven Markets Really Are A Gift To InvestorsDuring his recent interview with Guy Spier at the Helvetian Investment Club, Mohnish Pabrai explained why auction driven markets are really a gift to investors. Here’s an excerp…
Bill Ackman: The Two Places To Invest Capital Right NowDuring his recent interview with AJ Bell, Bill Ackman discussed the two places where he’s investing his capital right now. Here’s an excerpt from the interview: Ackman: So we pu…
Journalytic LaunchIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss the Journalytic Launch. Here’s an excerpt from the episode: Tobias: JT, you wan…
William Blair: Small-Cap Value Has Been Outperforming For 18 MonthsDuring this presentation, the team at William Blair discuss why small-cap value has been outperforming for 18 months. Here’s an excerpt from the presentation: Value’s been outpe…
Bill Nygren: How To Identify And Value Quality BusinessesDuring his recent interview with The Motley Fool, Bill Nygren discussed how to identify and value quality businesses. Here’s an excerpt from the interview: Nygren: I recently re…
Jeremy Grantham – 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 (S04 E43): Journalytic Launch, 10-3 Inversion and Recessions, SBF and FTX GTFOIn their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Journalytic Launch Cathie Wood Predicts Bitcoin To $1 Million…
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 (12/02/2022)This week’s best investing news: Mohnish Pabrai’s Q&A Session with students at William & Mary College (Mohnish Pabrai) The Need to Read (Paul Graham) Howard Marks’ 10 key elemen…
Value’s CheapIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Value’s Cheap. Here’s an excerpt from the episode: Tobias: I got another EV/EBI…
This Acquirers Multiple Stock Appearing In Buffett, Greenblatt, Dalio 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…
GMO: U.S “Deep Value” (Cheapest 20%) Is Very CheapIn their latest Q3 2022 Quarterly Letter, GMO explain why U.S Deep Value (Cheapest 20%) is very cheap. Here’s an excerpt from the letter: But while the halves of the market are …
Jeremy Grantham: It’s Par For The Course For Markets To Be WrongDuring his recent interview on the Conversations With Tyler Podcast, Jeremy Grantham explained why it’s par for the course for markets to be wrong. Here’s an excerpt from the in…- Tesla Needs To Justify ValuationIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Tesla Needs To Justify Valuation. Here’s an excerpt from the episode: Tobias: Y…
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…
Warren Buffett: Never Read Analysts ReportsDuring the 2003 Berkshire Annual Meeting, Warren Buffett explained why he never reads analysts reports. Here’s an excerpt from the meeting: WARREN BUFFETT: You want to read lots…