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Bill Ackman 10 Holdings – Q1 2022 – New Buys NFLX, CPOne 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 E021): Chesterton’s Fence; When Quality Fails; Inflation, Data and PredictionsIn their latest episode of the VALUE: After Hours Podcast, Bill Brewster Jake Taylor, and Tobias Carlisle discuss: Use Randomization For Better Returns Continually Adapt Your St…
Finding Nuggets In The Most Underperforming PlacesIf you’ve been watching the stock market closely over the past 12 months you’ll know that the worst performing sector is Communication Services, which is down 28.86%. However, a…
What A Difference 12 Months Makes @ychartsOne of the best performing sectors over the past twelve months has been the Healthcare Sector, up 3.4%. Within the Heathcare Sector a number of stocks have outperformed but this…
Stock In Focus – TAM Stock Screener – Rent-A-Center Inc (RCII)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 (6/10/2022)This week’s best investing news: Lessons for Crypto from The Gilded Age (Jamie Catherwood) Where the Money Is (Verdad) The Federal Reserve, explained simply. (Havenstein) ARKK S…
Do Lower Valuations Represent Good Value?In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Do Lower Valuations Represent Good Value? Here’s an excerpt from the episode:…- This Is How Charlie Munger Negotiates With Large Insurance CompaniesInsurance services play a vital role in protecting individuals and businesses from unexpected financial losses. Whether it’s coverage for property damage, liability claims, or e…
Is Netflix Inc (NFLX) A Great Value Stock?Based 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 Acquirers Multiple Stock Appearing In Dalio, Simons, Greenblatt 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…
Aswath Damodaran: Moneyball InvestingIn his recent interview with Invest Like The Best Podcast, Aswath Damodaran discussed his version of Moneyball Investing. Here’s an excerpt from the interview: Damodaran: I thin…- Warren Buffett: What Makes Apple Inc Great!According to his latest Q1 2022 13F, Warren Buffett purchased another 3,787,856 shares in Apple Inc, which means he now owns 890,923,410 shares in the company. This equates to 4…
- Michael Burry Shorts $AAPLIn their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Michael Burry Shorts $AAPL. Here’s an excerpt from the episode: Tobias: Burry…
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…- Sam Zell: Successful Investing – Calculate The Downside Risk And Be Certain You Can Handle ItIn his recent interview on the Capital Allocators Podcast, Sam Zell explained why all investing is about figuring out the downside and being certain you can you handle it. Here’…
- Jim Rogers: Sure Signs We’re Nearing The End Of The Bull MarketIn his recent interview with TD Ameritrade, Jim Rogers discussed the sure signs that we’re nearing the end of the bull market. Here’s an excerpt from the interview: Rogers: The …
- Cheap TechIn their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Cheap Tech. Here’s an excerpt from the episode: Tobias: Well, there’s still 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…