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Now Is Not The Time To SellIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Now Is Not The Time To Sell. Here’s an excerpt from the episode: Tobias: It’s n…
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…- David Einhorn: Value Investing May Never Come BackIn his recent interview with Bloomberg, David Einhorn explained why value investing may never come back. Here’s an excerpt from the interview: Einhorn: Relating to value investi…
- Paul Tudor Jones: It’s Time To Deploy The Recession HandbookDuring his recent interview with CNBC, Paul Tudor Jones explained why it’s time to deploy the recession playbook. Here’s an excerpt from the interview: Tudor Jones: Sometime, I …
- An Amazon RetrospectiveIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss An Amazon Retrospective. Here’s an excerpt from the episode: Jake: Yeah, or off…
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…
Bill Nygren: This Is A Stock-Pickers MarketIn his latest Q3 2022 Market Commentary, Bill Nygren explained why this is a stock-pickers market. Here’s an excerpt from the commentary: “A stock pickers’ market” This is anoth…- Bill Ackman: The Best Businesses In The World Have Pricing PowerDuring his recent interview with Interactive Investor, Bill Ackman provided a few examples of some of the best businesses that have pricing power. Here’s an excerpt from the int…
- Your Odds Of Picking Long-Term Growth Companies Are No Better Than A Coin FlipIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Your Odds Of Picking Long-Term Growth Companies Are No Better Than A Coin Flip.…
GMO: Value Is Poised To Outperform GrowthIn their latest article titled – Value vs Growth – The Unwind Continues, the team at GMO explains why Value is poised to outperform Growth. Here’s an excerpt from the article: C…- Mohnish Pabrai: One More Lesson I Learned While Talking To Charlie MungerDuring his recent interview with Ironhold Capital, Mohnish Pabrai discussed one more lesson he learned while talking to Charlie Munger. Here’s an excerpt from the interview: Pab…
Charles Munger – Top 10 Holdings – Q3 2022One 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 E35): Predicting Growth, Dalio Steps Down, Musk v $TWTR Back On, $AMZN RetrospectiveIn their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Predicting Growth An Amazon Retrospective Musk v Twitter Is B…
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 – Abbott Laboratories (ABT)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 (10/7/2022)This week’s best investing news: Bill Ackman: my latest view on inflation and recessions (Interactive Investor) Persistence of Growth (Verdad) Legends of Market History: Tokushi…
Chaotic Selling Is The Signal To Buy, Not The Signal To SellIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Chaotic Selling Is The Signal To Buy, Not The Signal To Sell. Here’s an excerpt…