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This Acquirers Multiple Stock Appearing In Dalio, Pzena, 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…
How Long Should You Look Back To Forecast Forward?In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss How Long Should You Look Back To Forecast Forward?. Here’s an excerpt from the …
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…
Tobias Carlisle: Most Investors Cannot Stomach A Lumpy 15% ReturnIn his recent interview on the Excess Returns Podcast, Tobias Carlisle explained why most investors cannot stomach a lumpy fifteen percent return. Here’s an excerpt from the int…- Mohnish Pabrai: The Holy Grail PortfolioIn his recent presentation at the TiE Austin Speaker Series, Mohnish Pabrai discussed his Holy Grail portfolio. Here’s an excerpt from the presentation: Pabrai: One of the thing…
- How Often Should You Underwrite Your Portfolio?In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss How Often Should You Underwrite Your Portfolio?. Here’s an excerpt from the epi…
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…- Josh Wolfe: REdiscovering The Meaning Of PriceIn his latest Q2 2022 Letter, Josh Wolfe discusses REdiscovering the meaning of price. Here’s an excerpt from the letter: Upside booms and downside busts share a common pattern:…
- Howard Marks: The Investor’s DichotomyIn his recent interview with the Acquired Podcast, Howard Marks discussed the investor’s dichotomy. Here’s an excerpt from the interview: Marks: You know, this points out a dich…
- Bull, Bear, And Benign Return Paths From HereIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Bull, Bear, And Benign Return Paths From Here. Here’s an excerpt from the episo…
- Vitaliy Katsenelson: Great Value Investing Requires Thoughtful ArroganceIn his recent article Vitaliy Katsenelson explains why great value investing requires thoughtful arrogance. Here’s an excerpt from the article: As the great American philosopher…
- Sanjay Bakshi: Sometimes The Best Investment Decisions End In Bad OutcomesIn his recent interview with Building Wealth With Rajeev, Professor Sanjay Bakshi discusses how sometimes the best investment decisions end in bad outcomes. Here’s an excerpt fr…
Seth Klarman – Top 10 Holdings – Q2 2022 – New Buys WBD, EDU, LSXMK, LSXMA, AMZNOne 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 E030): The Long Way; $SPY Bull, Bear, Basic and Benign Return PathsIn their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Bull, Bear, And Benign Return Paths From Here 3 Different Str…
The Worst Performing Stocks – Last 12 Months – S&P500 @YchartsOver the past twelve months a number of stocks have performed worse than all others in the S&P500, and some of the biggest names are included. Here is a list of the worst perfor…
10 Big Named Companies Near 52 Week Highs @YchartsOver the past twelve months a number of big named companies have been near or above their 52 week high price. Each week we’ll take a look at some of the biggest names currently …
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 – 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…