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Charles Munger – Top 10 Holdings – Q2 2022One 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 E025): Musk over with $TWTR, Oil and Power, Buffett Buys More $OXYIn their latest episode of the VALUE: After Hours Podcast, Bill Brewster Jake Taylor, and Tobias Carlisle discuss: Musk Can’t Just Walk Away From Twitter Some Crazy Stats On The…
10 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 10 of the biggest names currently clo…
Is Alphabet Inc (GOOGL) A Great Value Stock? @YchartsBased on the improved performance metrics which we recently added to our stock screens, Alphabet Inc (GOOGL) could be a great value stock: Alphabet Inc is a holding company, wit…
Stock In Focus – TAM Stock Screener – Vista Outdoor Inc (VSTO)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…
This Week’s Best Value Investing News, Podcasts, Interviews (7/15/2022)This week’s best investing news: Corporate Battles & Business Tycoons (Jamie Catherwood) The Anxious Investor (Verdad) Falling Like a Brick (Humble Dollar) Bill Ackman Presentat…
What’s Making It So Hard To Get Inflation Under Control?In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed What’s Making It So Hard To Get Inflation Under Control?. Here’s a excerpt fr…
This Acquirers Multiple Stock Appearing In Dalio, Simons, Asness 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…
Miller Value: Longer Term Returns Are Historically Strong Following A 20% DrawdownIn their recent article titled Plea(sing) For The Long Term, Miller Value illustrate why longer term returns are historically strong following a 20% drawdown. Here’s an excerpt …- Jeremy Grantham: We Are Going To Have A Very Big Reversal From Growth To ValueIn his recent interview on the Capital Allocators Podcast, Jeremy Grantham explains why we are going to have a very big reversal from growth stocks to value stocks. Here’s an ex…
- Real Estate Follows The Stock Market With 12 Month DelayIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Real Estate Follows The Stock Market With 12 Month Delay. Here’s a excerpt fr…
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…- Michael Mauboussin: The Best Time To Invest After A 20% Market DrawdownIn his recent interview on the Capital Allocators Podcast, Michael Mauboussin discussed the best time to invest after a 20% market drawdown. Here’s an excerpt from the interview…
Charles Munger: Inflation, Like The Weather, Should Be Largely IgnoredDuring his recent interview with AFR following his personal investment in Australian company Stonehouse Corporation, Charles Munger explains why inflation, like the weather, sho…- Ed Thorp Uncovered Madoff’s FraudIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Ed Thorp Uncovered Madoff’s Fraud. Here’s a excerpt from the episode: Jake: T…
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…
Wally Weitz: For Great Investors Certainty Is Not RequiredIn his latest article titled – Certain Uncertainty, Wally Weitz explains why great investors don’t require certainty in markets. Here’s an excerpt from the article: What we have…- Leon Cooperman: Equities Are The Best House In The Neighborhood, But I Don’t Like The Neighborhood!In his latest interview with Bloomberg, Leon Cooperman explained why equities are the best house in the neighborhood, but he doesn’t like the neighborhood. Here’s an excerpt fro…