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- Aswath Damodaran: Even The Worst Investors Can Get LuckyIn his recent online lecture on Valuation, Aswath Damodaran recalls a story about his mother-in-law to illustrate how even the worst investors can get lucky. This timeless lesso…
- Nelson Peltz: The Biggest Mistake Investors MakeIn his recent interview with David Ruubenstein, Nelson Peltz discussed the biggest mistake that investors make. Here’s an excerpt from the interview: “I think they lose sight of…
Investing Lessons From Golf Pro Matt FitzpatrickIn their latest episode of the VALUE: After Hours Podcast, Taylor, and Carlisle discussed Investing Lessons From Golf Pro Matt Fitzpatrick. Here’s an excerpt from the episode: J…
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…
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…
Pzena: Value’s Opportunity In Uncertain TimesIn their recent Q2 2022 Market Commentary, Pzena Investment Management discuss value’s opportunity in uncertain times. Here’s an excerpt from the commentary: The late John Bogle…- Howard Marks: Investing Is Like GolfIn his latest memo titled – I Beg To Differ, Howard Marks explains why investing is like playing golf. Here’s an excerpt from the memo: The bottom line of the above is simple: Y…
- Why Artificial Intelligence Will Never Beat the Stock MarketIn their latest episode of the VALUE: After Hours Podcast, Taylor, and Carlisle discussed Why Artificial Intelligence Will Never Beat the Stock Market. Here’s an excerpt from th…
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…
Matt Sweeney: Being Comfortable When Everything Is Uncomfortable Drives Huge Investment ReturnsIn his latest Q2 2022 Letter, Matt Sweeney of Laughing Water Capital explains why being comfortable when everything is uncomfortable drives huge investment returns. Here’s an ex…- Mohnish Pabrai: How To Assess Any Business In 30 SecondsIn his recent interview on The One Percent Show, Mohnish Pabrai explains how to assess any business in 30 seconds. Here’s an excerpt from the interview: Pabrai: If I looked at s…
- Bulk Of The Selling Still To ComeIn their latest episode of the VALUE: After Hours Podcast, Taylor, and Carlisle discussed Bulk Of The Selling Still To Come. Here’s an excerpt from the episode: Tobias: It’s imp…
- Jim Rogers: The Next Bear Market ‘Has’ To Be HorribleIn his recent interview with Kitco News, Jim Rogers explained why the next the next bear market has to be horrible! Here’s an excerpt from the interview: Rogers: I know more bea…
- Howard Marks: Should Investors Buy The Dip?In his recent interview with S&P Global Ratings, Howard Marks answers the question on whether investors should buy the dip. Here’s an excerpt from the interview: Marks: So the a…
Jeremy Grantham – Top 10 Holdings – Latest 13FOne 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 E026): Market Valuation, Historical Bears, And Artificial IntelligenceIn their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Bulk Of The Selling Still To Come Why Artificial Intelligence…
8 Big Named Companies Near 52 Week LowsOver 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 the biggest names currently close to …
Stock In Focus – TAM Stock Screener – Resolute Forest Products Inc (RFP)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…