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- Terry Smith – 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…
- Jim Chanos: There Are Lots Of Businesses Out There With Unsustainable Business ModelsDuring his recent interview with Simplify, Jim Chanos explained why there are lots of businesses out there with unsustainable business models. Here’s an excerpt from the intervi…
- David Einhorn: Value Investing Will Continue To Be A Very Successful StrategyDuring his recent interview on The End Game Podcast, David Einhorn explains why value investing will continue to be a very successful strategy. Here’s an excerpt from the interv…
VALUE: After Hours (S04 E38): No Panic, Value Investing in the 70s, 10-3 Treasury Inversion, Pace LayersIn their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Value Investing In The 70s No Panic But 2022 Daily Declines O…
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…
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 – Meta Platforms Inc (META)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 (10/28/2022)This week’s best investing news: Warren Buffett Is Collecting 25% to 54% Yields on 3 Stocks: Here’s His Secret (Globe & Mail) Fair Multiples (Verdad) Billionaire investor Bill A…
When Is The Market Not Expensive?In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss When Is The Market Not Expensive?. Here’s an excerpt from the episode: Tobias: …
This Acquirers Multiple Stock Appearing In Dalio, Simons, Greenblatt 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…- Daniel Kahneman: Investors Need To Make Peace With Their LossesIn the book Choices, Values, and Frames, Daniel Kahneman and Amos Tversky explain why investors need to make peace with their losses. Here’s an excerpt from the book: This analy…
- Wally Weitz: Don’t Wait For The RobinsIn his latest article titled – Don’t Wait For The Robins, Wally Weitz explains how investors miss out on outsized returns by waiting for the market to turn. Here’s an excerpt fr…
- David Einhorn Positive About The Future Of ValueIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss David Einhorn Positive About The Future Of Value. Here’s an excerpt from the ep…
- Howard Marks: Contrarianism – Leaning Against The Excesses Of Investor PsychologyDuring his recent interview with SJP, Howard Marks explained why it’s important to lean against the excesses of investor psychology to be a successful investor. Here’s an excerp…
- Aswath Damodaran: Think Of Investing As Humble Money Versus Arrogant MoneyIn his recent presentation with the Nordic Business Foundation, Aswath Damodaran explained why you should think of investing as humble money versus arrogant money. Here’s an exc…
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…- Ten Things That Derail Peter Leyden’s FutureIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Ten Things That Derail Peter Leyden’s Future. Here’s an excerpt from the episod…
- David Einhorn: These Are ‘Very Strange Times’In his latest Q3 2022 Letter, David Einhorn explains why these are ‘Very Strange Times’. Here’s an excerpt from the letter: It isn’t entirely clear whether we are, or are not, i…