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- Aswath Damodaran: The Biggest Misconception About Valuing CompaniesIn his recent interview with Lunches With Legends, Aswath Damodaran discussed the biggest misconception about valuing companies. Here’s an excerpt from the intervew: Damodaran: …
- Cliff Asness: Common Misconceptions About BuybacksIn his recent interview with CNBC, Cliff Asness discussed some common misconceptions about buybacks. Here’s an excerpt from the interview: Host: President Biden recently saying …
A Lot Of Quality Companies Down 90%In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed A Lot Of Quality Companies Down 90%. Here’s an excerpt from the episode: Tobi…
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…- Ray Dalio: We Are Now In A Period Of StagflationIn his recent interview with Charlie Rose, Ray Dalio explained why we are now in a period of stagflation. Here’s an excerpt from the interview: Rose: Are we close to having stag…
- Ken Fisher: We’re In A ‘Ghost-Busters’ Bear MarketIn his recent interview with Fox News, Ken Fisher explained why we’re in a ‘ghost-busters’ bear market. Here’s and excerpt from the interview: Fisher: Sometimes we don’t have ca…
Munger’s Win-Win-Win Investing StrategyIn their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Munger’s Win-Win-Win Investing Strategy. Here’s an excerpt from the episode: …
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 Chanos: Ongoing Investor Speculation Is ShockingIn his recent interview on the Odd Lots Podcast, Jim Chanos discussed ongoing investor speculation is shocking. Here’s an excerpt from the interview: Chanos: What I’ve been kind…
- Richard Thaler: There’s No Evidence To Suggest We Learn From Past MistakesIn his recent interview with Morningstar, Richard Thaler says there doesn’t seem to be any evidence to suggest that we learn from past mistakes. Here’s an excerpt from the inter…
We’re In A Cotton Eye Joe MarketIn their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed We’re In A Cotton Eye Joe Market. Here’s an excerpt from the episode: Tobias:…- Howard Marks: There Is No ‘Economic Machine’In his recent interview with the Market Mind Hypothesis Symposium, Howard Marks explained why there is no ‘economic machine’. Here’s an excerpt from the interview: Marks: In you…
- Mohnish Pabrai: The Genius Of Warren Buffett’s Japanese BetsIn his recent interview with FINSEC Law Advisor, Mohnish Pabrai discusses the genius of Warren Buffet’s Japanese bets. Here’s an excerpt from the interview: Pabrai: Two or three…
Bruce Berkowitz 10 Holdings – Q1 2022 – New Buys EPD, CMC, C, WBA, SAFMOne 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 E022): Quality, Cotton-Eye Joe Market, Markets in TurmOIL! and Metal DetectionIn their latest episode of the VALUE: After Hours Podcast, Bill Brewster Jake Taylor, and Tobias Carlisle discuss: We’re In A Cotton Eye Joe Market Munger’s Win-Win-Win Investin…
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. Here’s 10 of the biggest names currently close to their 52 week lows…
Top 10 Mega-Cap Stocks Last 12 Months – @ychartsOver the past twelve months ten Mega-Cap stocks have outperformed all others. Mega-Caps as defined by $200 Billion Market Cap or more. Here’s the top 10: 1. Exxon Mobil Corp (XO…
Stock In Focus – TAM Stock Screener – Winnebago Industries Inc (WGO)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…