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Rich Pzena – Top 10 Holdings – Q2 2022 – New Buys SSNC, C, BMY, TCOM, GILOne 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 E028): Wide Value Spread, Einhorn on Value, Aggregate in AggregateIn their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Einhorn – Why Value Is Ripping! Value Spread Very Very Wide T…
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…
10 Big Named Companies With Huge Free Cash Flows @YchartsThis week we take a look at some big named companies that generate huge ‘free’ cash flows compared to their market cap, using the price to free cash flow ratio (P/FCF). Price to…
Stock In Focus – TAM Stock Screener – Stewart Information Services Corp (STC)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…
Is Verizon Communications Inc (VZ) A Great Value Stock? @YchartsBased on the improved performance metrics which we recently added to our stock screens, Verizon Communications Inc (VZ) could be a great value stock: Verizon is primarily a wire…
This Week’s Best Value Investing News, Podcasts, Interviews (8/12/2022)This week’s best investing news: Legendary investor Howard Marks on markets, economy and carried interest (CNBC) Berkshire Hathaway Q2 2022 Report (BH) Betting Against Expensive…
Buy Now/Pay Later Looks Great In A Healthy EconomyIn their latest episode of the VALUE: After Hours Podcast, Travis, Taylor, and Carlisle discuss Buy Now/Pay Later Looks Great In A Healthy Economy. Here’s an excerpt from the ep…
This Acquirers Multiple Stock Appearing In Icahn, Dalio, 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…
Jake Taylor: Which Type Of Investor Are You?In his latest shareholder letter, Jake Taylor asks the question in a quick quiz – Which Type Of Investor Are You? Here’s an excerpt from the letter: Would you rather be associat…- Terry Smith: We Still Haven’t Reached The ‘Capitulation Phase’In his recent interview with the Master Investors podcast, Terry Smith explained why we still haven’t reached the ‘capitulation phase’. Here’s an excerpt from the interview: Smi…
- Market Sentiment Indicates We’re Close To The BottomIn their latest episode of the VALUE: After Hours Podcast, Travis, Taylor, and Carlisle discuss Market Sentiment Indicates We’re Close To The Bottom. 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…- Tom Gayner: How We Think About Capital AllocationIn his recent Q2 2022 Earnings Call, Tom Gayner provided his insights on how he thinks about capital allocation. Here’s an excerpt from the call: Gayner: The pace and amount of …
- Bill Nygren: Why This ‘Recession’ Is DifferentIn his recent interview on CNBC, Bill Nygren explained why this ‘recession’ is different. Here’s an excerpt from the interview: Nygren: We’ve had two quarters of down GDP. In th…
- What’s Driving High ROE In Value Stocks?In their latest episode of the VALUE: After Hours Podcast, Travis, Taylor, and Carlisle discuss What’s Driving High ROE In Value Stocks?. Here’s an excerpt from the episode: Tob…
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…- Tom Russo: Invest In Companies Where The Customer Doesn’t Believe There’s An Adequate SubstituteIn his recent interview with WealthTrack, Tom Russo explains why he invests in companies where the customer doesn’t believe there is an adequate substitute. Here’s an excerpt fr…