Blog
Page 224
- Mohnish Pabrai: Why It’s So Difficult To Replicate Warren Buffett’s Past Returns TodayDuring his recent interview with the CFA Society of Mexico, Mohnish Pabrai explained why it’s so difficult to replicate Warren Buffett’s past returns today. Here’s an excerpt fr…
Tera-Caps and Tech OutperformanceIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Tera-Caps and Tech Outperformance. Here’s an excerpt from the episode: Tobias: …- Warren Buffett: Why We Don’t Do More Due DiligenceDuring the 2016 Berkshire Hathaway Annual Meeting, Warren Buffett and Charles Munger explained why they don’t do more due diligence when buying companies. Here’s an excerpt from…
- John Rogers: When To Sell StocksIn his recent interview with The World According To Boyar, Jim Rogers discusses his sell strategy. Here’s an excerpt from the interview: Rogers: There’s two reasons we sort of t…
Joel Greenblatt – Top 10 Holdings – Q2 2022 – New Buys EXC, IVV, GSPY, PEG, SPYOne 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 E32): Tera-Caps and Tech Outperformance; The Price of Time;In their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Tera-Caps and Tech Outperformance Trend Following Keeps You O…
10 Big Named Companies Near 52 Week Lows @YchartsOver 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…
Stock In Focus – TAM Stock Screener – The Home Depot Inc (HD)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 (9/9/2022)This week’s best investing news: Howard Marks Memo: The Illusion of Knowledge (OakTree) Pandemic, Recession, Roaring Twenties… Repeat? (Jamie Catherwood) Billionaire investor Bi…- Howard Marks: It’s OK To Say “I Don’t Know!”In his latest memo titled – The Illusion of Knowledge, Howard Marks explains why macro-forecasting is not helpful, and why it’s ok to say “I Don’t Know!”. Here’s an excerpt from…
You Only Need One Good Investment In LifeIn their latest episode of the VALUE: After Hours Podcast, Braziel, Taylor, and Carlisle discuss You Only Need One Good Investment In Life. Here’s an excerpt from the episode: T…
This Acquirers Multiple Stock Appearing In Dalio, Greenblatt, Simons 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…- Cliff Asness: If Great Investing Was Easy, Everyone Would Do It, And The Premium Would Go AwayIn his recent interview with Talks At GS, Cliff Asness explains why if great investing was easy, everyone would do it, and the premium would go away. Here’s an excerpt from the …
- Mohnish Pabrai: Investors Should Ignore The ‘Mickey Mouse’ Macro NoiseIn his recent interview with Lauren Templeton, Mohnish Pabrai explained why investors should ignore the ‘Mickey Mouse’ macro noise. Here’s an excerpt from the interview: Pabrai:…
- Small Caps are DueIn their latest episode of the VALUE: After Hours Podcast, Braziel, Taylor, and Carlisle discuss Small Caps are Due. Here’s an excerpt from the episode: Tobias: Let me do Verdad…
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…
The Top 10 Most Shorted Stocks (S&P500) @ychartsAs a new weekly feature here at The Acquirer’s Multiple each week we’ll provide a list of the top 10 most shorted companies in the S&P500. Here’s a list of the top ten: SYM Comp…- Jeffrey Gundlach: There’s One Thing More Powerful Than Fear And GreedIn his recent interview with The Market, Jeffrey Gundlach discusses the one thing more powerful than fear and greed. Here’s an excerpt from the interview: Gundlach: You have to …