Blog
Page 241
Pzena Investment Management: Fundamentals Point To An Enduring Value CycleIn their lastest Q1 2022 Market Commentary, Pzena Investment Management explain why fundamentals point to an enduring value cycle. Here’s an excerpt from the commentary: We comm…- Guy Spier: Placing Right-Sized BetsIn his recent interview on the Investing With Tom Podcast, Guy Spier discussed placing right-sized bets. Here’s an excerpt from the interview: Spier: Well the investment that we…
Spock’s Predictions Were Wrong 83% Of The TimeIn their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Spock’s Predictions Were Wrong 83% Of The Time. Here’s an excerpt from the ep…- Charlie Munger: Old School Valuation Methods Will Never DieEarlier this year at the Daily Journal Annual Meeting, Charles Munger explained why old school valuation methods will never die. Here’s an excerpt from the meeting: Munger: They…
- Howard Marks: Investors Should Never Wait For The Market To Get CheaperIn his recent interview with Bloomberg, Howard Marks explains why investors should never wait for the market to get cheaper. Here’s an excerpt from the interview: Marks: One of …
Li Lu Top 10 Holdings – Q1 2022 – No New BuysOne 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 E020): Scouts vs Soldiers, $RH, Macro Crashes, Cheap Tech and CommoditiesIn their latest episode of the VALUE: After Hours Podcast, Bill Brewster Jake Taylor, and Tobias Carlisle discuss: Why It’s So Difficult To Value Businesses Right Now This Marke…
What A Difference 12 Months Makes @ychartsLast week we took at look at one of the most underperforming sectors in the past 12 months, Internet Content and Information. This week we take a look at five stocks that have g…- Warren Buffett: There Is Nothing More Destructive Than Companies Reporting Forecasted EarningsIn his latest 2022 Berkshire Annual Meeting, Warren Buffett explained why there is nothing more destructive than companies reporting forecasted earnings. Here’s an excerpt from …
Stock In Focus – TAM Stock Screener – Ingles Markets Inc (IMKTA)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 (6/3/2022)This week’s best investing news: My Greatest Investment (Jamie Catherwood) Managing Risk When Credit Spreads Rise (Verdad) Weathering The Stock Market Storm (Validea) Different …
Iron Worm Success Led To Disastrous Investment OutcomeIn their recent episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discussed Iron Worm Success Led To Disastrous Investment Outcome. Here’s an excerpt from …
Is Alphabet Inc (GOOGL) A Great Value Stock?Based 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…
This Acquirers Multiple Stock Appearing In Grantham, Dalio, Miller 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…- George Soros: AI Threat To Open SocietyIn his recent presentation at the 2022 World Economic Forum, George Soros explained why AI is a threat to open society. Here’s an excerpt from the presentation: Soros: Today Chi…
- Jamie Dimon: Investors Better Brace For An Economic HurricaneIn his recent presentation at the Bernstein 38th Annual Strategic Decisions Conference, Jamie Dimon warns investors to brace for an economic hurricane. Here’s an excerpt from th…
- Investors Always Say They’re Long-Term At The TopIn their recent episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discussed Investors Always Say They’re Long-Term At The Top. Here’s an excerpt from the e…
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…