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Acquirers Podcast: Vincent Daniel and Porter Collins from Seawolf on Energy, Inflation and the FedIn the latest episode of the Acquirers Podcast, Vincent Daniel, Porter Collins, and Tobias Carlisle discuss: Working With The Big Short’s Steve Eisman In Real Life The Big Contr…
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 the top 10 worst performing Mega…
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 (11/4/2022)This week’s best investing news: The Impact of OPEC Announcements on Oil Prices (Verdad) For Diving FAANG Stocks, It’s the End of an Era (WSJ) A dead cat bounce 250 years in the…
A Pace Layer Approach To InvestingIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss A Pace Layer Approach To Investing. Here’s an excerpt from the episode: Jake: T…- First Eagle: Generational Buying Opportunities AheadIn their latest Q3 2022 Market Commentary, First Eagle Investments explain why generational buying opportunities are ahead. Here’s an excerpt from the commentary: The good news …
- Morgan Housel: Most Of Your Investing Success Will Come From A Small Fraction Of Your InvestmentsIn his recent interview with The Long View, Morgan Housel explained why most of your investing success will come from a small fraction of your investments. Here’s an excerpt fro…
This Acquirers Multiple Stock Appearing In Klarman, Dalio, Watsa 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…
Pick A Stock Or Credit To ‘Lose’ The Most In The Next 12 MonthsIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Pick A Stock Or Credit To ‘Lose’ The Most In The Next 12 Months. Here’s an exce…- Vitaliy Katsenelson: Prudent Investing Means Sometimes You’re Going To Look Like A MoronDuring his recent interview with Military to Millionaire, Vitaliy Katsenelson explains why prudent investing means sometimes you’re going to look like a moron. Here’s an excerpt…
- Polen Capital: 5 ‘Guardrails’ For Finding The Best OpportunitiesDuring their recent interview with Value Investor Insight, Damon Ficklin and Jeff Mueller from Polen Capital discussed their five guardrails for finding the best opportunities. …
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…
No Panic But 2022 Daily Declines Only Exceeded By 2008 & 2002In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss No Panic But 2022 Daily Declines Only Exceeded By 2008 & 2002. Here’s an excerp…- Warren Buffett: Wonderful Industries Do Not Always Equate To Wonderful BusinessesDuring the 1999 Berkshire Hathaway Annual Meeting, Warren Buffett explained why wonderful industries do not always equate to wonderful businesses. Here’s an excerpt from the mee…
- Rob Arnott: Your Tolerance For Downside Risk Is Considerably Less Than You Think It IsDuring his recent interview on the Excess Returns Podcast, Rob Arnott explained why your tolerance for downside risk is considerably less than you think it is. Here’s an excerpt…
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…
Value Investing In The 70sIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Value Investing In The 70s. Here’s an excerpt from the episode: Tobias: I’ve go…