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This Acquirers Multiple Stock Appearing In Dalio, Greenblatt, Ainslie 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…
GMO: It’s Time For Value Investors To Take A Fresh Look At Quality Growth CompaniesIn their recent article titled – Growth Investing Ain’t About The Rates, GMO explain why value investors should take a fresh look at quality growth companies. Here’s an excerpt …- Rob Arnott: Investors Should Consider A Cheap Diversifiers StrategyIn his recent interview with WealthTrack, Rob Arnott explained why investors should consider a cheap diversifiers strategy. Here’s an excerpt from the interview: Arnott: Basical…
Get Your Man-Overboard Plans Ready Before It’s Too LateIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Get Your Man-Overboard Plans Ready Before It’s Too Late. Here’s an excerpt from…
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…- Bill Miller: 6 Reasons This Market Is Not Like 2008In his recent article titled, Is it 2008 All Over Again? Not in the US, Bill Miller explained why this market is not like 2008. Here’s an excerpt from the article: The media and…
- Howard Marks: You Don’t Make Money Buying & Selling, You Make Money By HoldingDuring his recent interview with Bloomberg Línea, Howard Marks explained why you don’t make money buying and selling, you make money by holding. Here’s an excerpt from the inter…
Ben Graham Lost Everything Using Margin LeverageIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Ben Graham Lost Everything Using Margin Leverage. Here’s an excerpt from the ep…
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…- Jim Rogers: Investors Should Be Skeptical & Question EverythingIn his recent interview with The Julia La Roche Show, Jim Rogers urged investors to be skeptical and question evereything. Here’s an excerpt from the interview: Rogers: I guess …
- Mohnish Pabrai: 2 Big Mistakes You Make By Being A CheapskateIn this interview with The Wall Street Lab, Mohnish Pabrai discusses two big mistakes you can make by being a cheapskate. Here’s an excerpt from the interview: Pabrai: Well, I t…
A Better Definition Of A Bear MarketIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss A Better Definition Of A Bear Market. Here’s an excerpt from the episode: Tobia…- Bill Ackman: This Is Another Great ‘Moment’ To Buy StocksDuring his recent interview with Interactive Investor, Bill Ackman explained why this is another great ‘moment’ to buy stocks. Here’s an excerpt from the interview: Ackman: I th…
- Stanley Druckenmiller: “I Will Be Stunned If We Don’t Have A Recession In ’23”During his recent interview with CNBC, Stanley Druckenmiller explained why he will be stunned if we don’t have a recession in 2023. Here’s an excerpt from the interview: Drucken…
Howard Marks – Top 10 Holdings – Q2 2022 – New Buys ALVO, CHKEL, TOL, PHM, IBNOne 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 E34): Build-a-Bear Workshop; The Gini Coefficient; and Graham on MarginIn their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Build-a-Bear Workshop The Gini Coefficient Peter Zeihan’s Fra…
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…