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Is British American Tobacco PLC (BTI) A Great Value Stock? @YchartsBased on the improved performance metrics which we recently added to our stock screens, British American Tobacco PLC (BTI) could be a great value stock and a lot of companies ar…
This Week’s Best Value Investing News, Podcasts, Interviews (7/22/2022)This week’s best investing news: Why History Matters (Jamie Catherwood) What to Buy First Redux (Verdad) Retail Investors’ Appetite For Speculation Appears Insatiable (Felder) B…
Waiting For Low Valuations And BuybacksIn their latest episode of the VALUE: After Hours Podcast, Brewster Taylor, and Carlisle discussed Waiting For Low Valuations And Buybacks. Here’s an excerpt from the episode: T…
This Acquirers Multiple Stock Appearing In Klarman, Abrams, Smith 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…
David Rolfe: Investors Should Heed Stanley Druckenmiller’s Warning On So-Called ‘Soft Landings’In his latest Q2 2022 Letter, David Rolfe says investors should heed Stanley Druckenmiller’s warning on so-called ‘Soft Landings’. Here’s an excerpt from the letter: The markets…- GMO: The Best Places To Fish In This MarketIn their latest Q2 2022 Market Commentary, GMO discusses the best places to fish in this market. Here’s an excerpt from the commentary: You have heard us beat this drum before, …
- Michael Mauboussin: Investors Must Look Past Simple Measures Of Profits To Understand A Business’s True Ability To Create ValueIn his latest paper titled – Good Losses, Bad Losses, Michael Mauboussin explains why investors must look past simple measures of profits to understand a business’s true ability…
- Will Warren Buffett Take OXY Private?In their latest episode of the VALUE: After Hours Podcast, Brewster Taylor, and Carlisle discussed Will Warren Buffett Take OXY Private?. Here’s an excerpt from the episode: Tob…
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…- Rich Pzena: Why Value Investing Continues To WorkIn his Q1 2022 Earnings Call, Rich Pzena explained why value investing continues to work. Here’s an excerpt from the call: I’ve been saying the same thing about value investing …
- Joel Greenblatt: When It Makes Sense To Bet 40% Of Your Portfolio On One StockEarlier this year on The Investor’s Podcast, Joel Greenblatt discusses when it makes sense to bet 40% of your portfolio on one stock. Here’s an excerpt from the interview: Well,…
- The Biggest Hurdles To Clean EnergyIn their latest episode of the VALUE: After Hours Podcast, Brewster Taylor, and Carlisle discussed The Biggest Hurdles To Clean Energy. Here’s an excerpt from the episode: Jake:…
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…
Bill Smead: Beware The Two-Headed Investment MonsterIn his latest newsletter titled – Two-Headed Investment Monster, Bill Smead discusses the two headed investment monster. Here’s an excerpt from the newsletter: We are very excit…
Ray Dalio: Weigh The Value Of Seeking Additional Information Against The Cost Of Postponing A DecisionIn his book Principles, Ray Dalio discusses prioritizing investing decisions by weighing the value of seeking additional information against the cost of postponing a decision. H…- Musk Can’t Just Walk Away From TwitterIn their latest episode of the VALUE: After Hours Podcast, Brewster Taylor, and Carlisle discussed Musk Can’t Just Walk Away From Twitter. Here’s an excerpt from the episode: To…
- Sam Zell: The Secret To A Long & Successful Investing CareerIn his recent interview with David Rubenstein, Sam Zell disclosed his secret to a long and successful investing career. Here’s an excerpt from the interview: I can’t answer that…
- Mohnish Pabrai: Focusing On Multi-Baggers Is The Best Investing StrategyIn his recent interview with Narsee Monjee, Mohnish Pabrai explains why focusing on multi-baggers is the best investing strategy. Here’s an excerpt from the interview: I’ve come…