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This Acquirers Multiple Stock Appearing In Dalio, Greenblatt, Simons 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…
Li Lu: Investors Who Figure Out Their Own Style, And Stick To It, Will Have A Big AdvantageIn this interview with the Graham & Doddsville Newsletter, Li Lu explained why investors who figure out their own style, and stick to it, will have a huge advantage. Here’s an e…
Bruce Flatt: Price And Value Are Rarely The Same; This Often Creates OpportunityIn his Q2 2022 letter to shareholders, Bruce Flatt explains why Price and Value are rarely the same, and why this often creates opportunity. Here’s an excerpt from the letter: A…
Small Quality Value Crushing ItIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Small Quality Value Crushing It. Here’s an excerpt from the episode: Tobias: Th…- Charles Ellis: The Biggest Change In 60 Years Of InvestingDuring his recent interview with WealthTrack, Charles Ellis discussed the biggest change is in 60 years of investing in markets. Here’s an excerpt from the interview: Ellis: My …
- Charles Munger: Investing Firms Have Had Their Reputations Destroyed By CryptoDuring his recent interview with CNBC, Charles Munger discusses how investing firms have had their reputations destroyed by crypto. Here’s an excerpt from the interview: Munger:…
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…- What The Buffett Indicator Is Telling UsIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss What The Buffett Indicator Is Telling Us. Here’s an excerpt from the episode: T…
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…- Ray Dalio: Investors Need To Look At Returns Relative To InflationDuring his recent interview with Business Today, Ray Dalio explains why investors need to look at returns relative to inflation. Here’s an excerpt from the interview: Dalio: Ove…
- Charles Munger: A Good Business, But Not A Fabulous Business, Tends To Fall Into Two CategoriesDuring the 2003 Berkshire Annual Meeting, Charles Munger discussed a good business, but not a fabulous business, tends to fall into two categories. Here’s an excerpt from the me…
- Growth Investing In Value IndustriesIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Growth Investing In Value Industries. Here’s an excerpt from the episode: Bill:…
- Rich Pzena – 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…
- Bill Ackman: In This Market Investors Should Focus On Super-Durable Growth CompaniesDuring his recent interview with AJ Bell, Bill Ackman explained why investors should focus on super durable growth companies in this market. Here’s an excerpt from the interview…
- François Rochon: Write Down Your 3 Biggest Mistakes Every YearIn his recent interview on the RWH Podcast, François Rochon explains why you should write down your three biggest mistakes every year. Here’s an excerpt from the interview: Roch…
- VALUE: After Hours (S04 E40): The Buffett Indicator, Small Quality Value, Risk and CrashesIn their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Bob Robotti – Growth Investing In Value Industries What Is Th…
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…