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- Bill Ackman: The Reason That Inflation Continues To ‘Rage’In his recent interview with CNBC, Bill Ackman explained why inflation continues to ‘rage’. Here’s an excerpt from the interview: Ackman: I think the economy’s actually quite st…
David Einhorn: TWTR – We’re Getting 50-50 Odds On Something That Should Happen 95%+ Of The TimeIn his latest Q2 2022 Letter, David Einhorn explains why his new position in Twitter Inc (TWTR) gives him 50-50 odds on something that should happen 95%+ of the time. Here’s an …
Recession Or Mean Reversion After 2 Year Sugar HighIn their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Travis discussed Recession Or Mean Reversion After 2 Year Sugar High. Here’s an excerpt from the…
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…- Jim Rogers: Waiting For The Spark That Will Cause A Big Big RallyIn his recent interview on The Jay Martin Show, Jim Rogers says he’s waiting for the spark that will cause a big big rally. Here’s an excerpt from the interview: Well I mentione…
- Jeremy Grantham: The Stock Market ‘Termites’ Always Go For The Juiciest Speculative Things FirstIn his recent interview on The Investor’s Podcast, Jeremy Grantham explained how the stock market ‘termites’ always go for the juiciest speculative things first. Here’s an excer…
- The Trillion Dollar Question For All InvestorsIn their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Travis discussed The Trillion Dollar Question For All Investors. Here’s an excerpt from the epis…
Ray Dalio – Top 10 Holdings – Latest 13F – New Buys EEM, MDT, IEMG, PFE, BRK.BOne 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…- Howard Marks: Here’s Why Investors Should Ignore Macro ForecastsIn his recent interview with Bloomberg, Howard Marks explained why investors should ignore macro forecasts. Here’s an excerpt from the interview: Marks: Yes it does but I don’t …
- Ray Dalio: How Investors Can Cut Their Risk In HalfIn his recent interview with Tony Robbins, Ray Dalio explained how investors can cut their risk in half. Here’s an excerpt from the interview: If you have uncorrelated assets, a…
- VALUE: After Hours (S04 E027): Small Value is Quality, Energy in Food, Financials and the ConsumerIn their latest episode of the VALUE: After Hours Podcast, Tim Travis, Jake Taylor, and Tobias Carlisle discuss: The Trillion Dollar Question For All Investors Signs We’re In A …
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 – Warrior Met Coal Inc (HCC)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 Netflix Inc (NFLX) A Great Value Stock? @YchartsBased on the improved performance metrics which we recently added to our stock screens, Netflix Inc (NFLX) could be a great value stock: Netflix’s primary business is a streamin…
This Week’s Best Value Investing News, Podcasts, Interviews (7/29/2022)This week’s best investing news: Howard Marks Memo – I Beg to Differ (OakTree) Currency Crashes in Emerging Markets (Verdad) Is Twitter run by the worst people? (Rudy Havenstein…- Jeremy Grantham: Where Is The Bottom Of This Bear Market?In his recent interview on The Investor’s Podcast, Jeremy Grantham discusses where this bear market might bottom. Here’s an excerpt from the interview: In terms of the entire be…
Another Lost Decade For Market ReturnsIn their latest episode of the VALUE: After Hours Podcast, Taylor, and Carlisle discussed Another Lost Decade For Market Returns. Here’s an excerpt from the episode: Tobias: Wha…
This Acquirers Multiple Stock Appearing In Marks, Simons, Fisher 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…