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VALUE: After Hours (S04 E33): Equity Duration & Inflation, The Nifty Fifty, and Vermeer FakesIn their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Comparing the PE Ratios Of The Nifty Fifty Companies With To…
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 (9/23/2022)This week’s best investing news: Howard Marks on Top Misconceptions About Private Credit (OakTree) Are Investors Staring Down Another ‘Lost Decade’ In The Stock Market? (Felder)…
We All Make Mistakes We RegretIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss We All Make Mistakes We Regret. Here’s an excerpt from the episode: Tobias: I’v…
This Acquirers Multiple Stock Appearing In Pabrai, Klarman, Dalio 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…- Royce: Finding Opportunities In ‘Fallen Angels’In their latest podcast titled – Small-Cap Quality, Value, and Fallen Angels, the team at Royce Investment Partners discussed finding opportunities in ‘Fallen Angels’. Here’s an…
- Steve Romick: How Value Investing Has Changed Since Graham & DoddIn his recent interview with Meb Faber, Steve Romick explained how value investing has changed since Graham & Dodd. Here’s an excerpt from the interview: Romick: Let’s take a st…
- A Great Lesson For New InvestorsIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss A Great Lesson For New Investors. Here’s an excerpt from the episode: Jake: But…
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…- Leon Cooperman: My Stock Selection Criteria For This MarketDuring his recent interview with CNBC, Leon Cooperman discussed his stock selection criteria for this market. Here’s an excerpt from the interview: Cooperman: My criteria to be …
- Howard Marks: The Classic Killer In Investing Is To Borrow Short To Lend LongDuring his recent discussion with the team at OakTree, Howard Marks explains why the classic killer in investing is to borrow short to lend long. Here’s an excerpt from the disc…
- Sometimes The Best Strategy Is To Carpet-Bomb Near The BottomIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Sometimes The Best Strategy Is To Carpet-Bomb Near The Bottom. Here’s an excerp…
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…- Aswath Damodaran: Individual Investors Have A Huge Advantage Over Portfolio ManagersIn his recent interview with The Motley Fool, Aswath Damodaran explained why individual investors have a huge advantage of portfolio managers. Here’s an excerpt from the intervi…
- Tom Russo: The Genius Of Warren Buffett After Buying See’s CandiesIn his recent interview with Richer, Wiser, Happier, Tom Russo discussed the genius of Warren Buffett after buying See’s Candies. Here’s an excerpt from the interview: Russo: An…
- Charlie Munger: I Would Take An Axe To The Financial SectorDuring the 2011 Berkshire Hathaway Annual Meeting, Charlie Munger explained why he would take an axe to the financial sector. Here’s an excerpt from the meeting: CHARLIE MUNGER:…