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- Jim Rogers: The One Place You Want To Be Investing In Periods Of High InflationIn his recent interview with Bloomberg Live, Jim Rogers says there’s only one place where you want to be invested in periods of high inflation. Here’s an excerpt from the interv…
Why Are 60/40 Portfolios Underperforming?In their latest episode of the VALUE: After Hours Podcast, Travis, Taylor, and Carlisle discuss Why Are 60/40 Portfolios Underperforming?. Here’s an excerpt from the episode: Ti…- David Einhorn: Invest In Companies That Are Buying Back Stock During Bear MarketsIn his latest Q2 2022 Letter, David Einhorn discusses why investors should invest in companies that are buying back stock during bear markets. Here’s an excerpt from the letter:…
- Howard Marks: Investors Should Search For Bargains In The ‘Uninvestable’ PileIn his recent interview with CNBC, Howard Marks explains why investors should search for bargains in the ‘uninvestable’ pile. Here’s an excerpt from the interview: Marks: I made…
Terry Smith – Top 10 Holdings – Latest 13F – New Buys ADBE, MTD, SABR, CGNX, WINGOne 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…- The Market’s Imperfect Discounting MechanismIn their latest episode of the VALUE: After Hours Podcast, Travis, Taylor, and Carlisle discuss The Market’s Imperfect Discounting Mechanism. Here’s an excerpt from the episode:…
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…
Is Meta Platforms Inc (META) A Great Value Stock? @YchartsBased on the improved performance metrics which we recently added to our stock screens, Meta Platforms Inc (META) could be a great value stock: Meta is the world’s largest onlin…
Stock In Focus – TAM Stock Screener – Pzena Investment Management Inc (PZN)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…- Howard Marks: What To Do When The Stock You Sold Continues To SkyrocketIn his latest podcast, Howard Marks explains what you should do when the stock you sold continues to skyrocket. Here’s an excerpt from the podcast Marks: So let’s say there’s so…
This Week’s Best Value Investing News, Podcasts, Interviews (5/8/2022)This week’s best investing news: The Unknown History of U.S. Trade Surveillance (Investor Amnesia) Drawdowns and Rallies (Verdad) Changing World Order with Ray Dalio (Tony Robbi…- Insane Amount Of Energy Required To Put Food On A PlateIn their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Travis discussed the Insane Amount Of Energy Required To Put Food On A Plate. Here’s an excerpt …
This Acquirers Multiple Stock Appearing In Klarman, Dalio, Watsa 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…- Peter Lynch: Investors Should Never Ignore Entire Categories Of CompaniesIn his 1994 article titled – What do the great successes of the past 20 years tell us? It’s the company, stupid, Peter Lynch provides some great illustrations of what happens wh…
- Ken Fisher: Debunk – One Bear Market & You’re DoneIn his recent presentation, Ken Fisher debunks the myth – one bear market and you’re done. Here’s an excerpt from the presentation: Fisher: On June 13th we officially entered a …
- Inflation Is Class WarfareIn their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Travis discussed Inflation Is Class Warfare. Here’s an excerpt from the episode: Tobias: Can we …
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…