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- Ken Griffin: You Don’t Want To Own So Many Equities That You’re Forced To Sell At The BottomDuring his recent interview with Delivering Alpha, Ken Griffin explained why you don’t want to own so many equities that you’re forced to sell at the bottom. Here’s an excerpt f…
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…
Chuck Akre On Recouping Bear Market LossesIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Chuck Akre On Recouping Bear Market Losses. Here’s an excerpt from the episode:…- Warren Buffett: You Don’t Always Need A Large Margin Of SafetyDuring the 2007 Berkshire Hathaway Annual Meeting, Warren Buffett explained why you can buy businesses that don’t have a large margin of safety. Here’s an excerpt from the meeti…
- Stanley Druckenmiller: We’ve Become Complacent About What ‘Long-Term’ MeansIn his recent interview with Delivering Alpha, Stanley Druckenmiller explained how we’ve become complacent about what ‘long-term’ means. Here’s an excerpt from the interview: JO…
- Prem Watsa – 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 E37): Cathie Wood and Charles Akre, Ten Things That Derail Peter Leyden’s FutureIn their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Chuck Akre On Recouping Bear Market Losses Ten Things That De…
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 – 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 Best Value Investing News, Podcasts, Interviews (10/21/2022)This week’s best investing news: Predicting Growth (Verdad) Oaktree’s Howard Marks in ‘fireside’ chats, new funds on horizon (AFR) Dan Loeb’s Third Point builds stake in Colgate…
Peter Leyden – The Next Big Long Tech BoomIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Peter Leyden – The Next Big Long Tech Boom. Here’s an excerpt from the episode:…
This Acquirers Multiple Stock Appearing In Simons, Pzena, Gabelli 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…- Dan Loeb: What The Smartest Man In America Told MeIn his recent Q3 2022 Letter, Dan Loeb explained what the smartest man in America told him. Here’s an excerpt from the letter: I am sympathetic to many of these economic and geo…
- Ian Cassel: The Hardest Part About Dealing With DrawdownsDuring his recent interview on The Investor’s Podcast, Ian Cassel discussed the hardest part about dealing with drawdowns. Here’s an excerpt from the interview: The hardest part…
- Why Has The EV/EBIT Spread Blown Out?In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Why Has The EV/EBIT Spread Blown Out?. Here’s an excerpt from the episode: Bill…
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…- Adam Smith: Constant Growth Cannot Continue Ad InfinitumIn Adam Smith’s book – The Money Game, he discusses why constant growth cannot continue ad infinitum. Here’s an excerpt from the book: There is one footnote to this business of …