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- Ray Dalio: There’s One Way To Predict Current Financial OutcomesIn his recent interview with the Armchair Expert, Ray Dalio discusses one way that helps him to predict current financial outcomes. Here’s an excerpt from the interview: Dalio: …
- Jeremy Grantham: This Market Feels Like The 1970’sIn his recent interview on Straight Talk with Hank Paulson, Jeremy Grantham explained why this market feels like the 1970’s. Here’s an excerpt from the interview: Grantham: Phas…
Is This A Crash or Megabear?In their recent episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discussed Is This A Crash or Megabear? Here’s an excerpt from the episode: Tobias: My gue…
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…
Sean Stannard-Stockton: Your Gut Calls Are Not Designed For This MarketIn his recent interview with The Business Brew Podcast, Sean Stannard-Stockton says your gut calls are not designed for this market. Here’s an excerpt from the interview: Stanna…- Ian Cassel: Use These 8 Attributes To Find The Best Undiscovered CompaniesIn his recent interview with Vishal Khandelwal, Ian Cassel discussed four top-down, and four bottom-up attributes that he looks for to find the best undiscovered businesses. Her…
Chamath Palihapitiya’s 4 Major SPAC Deals Performance Last 12 Months @ychartsAs part of a new weekly feature here at the Acquirer’s Multiple we’ll be providing some of our favorite charts of the week from @ycharts. This week we take a look at Chamath Pal…- Cathie Wood Says AI Could Lead To 50% GDP GrowthIn their recent episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discussed Cathie Wood Says AI Could Lead To 50% GDP Growth. Here’s an excerpt from the ep…
- Aswath Damodaran: Broken Business Models In Tech Companies Weren’t Apparent During Good TimesIn his recent interview on CNBC, Aswath Damodaran discussed some of the broken business models in tech companies which were not apparent during the good times. In order to fix t…
Cliff Asness: A Value Bet Is Not Tech vs The WorldIn his latest article titled – Value Investing Is Not All About Tech, Cliff Asness explains why his value bet is not tech vs the world. Here’s an excerpt from the article: In ot…
Terry Smith Top 10 Holdings – Q1 2022, BUYS ADBE, MTD, SABR, CGNX, WINGOne 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 E019): NYSE Opening Bell, The Iron Worm, Retail Apocalypse, Crash or Megabear?In their latest episode of the VALUE: After Hours Podcast, Bill Brewster Jake Taylor, and Tobias Carlisle discuss: Cathie Wood: AI Could Lead To 50% GDP growth Crash or Megabear…
What A Difference 12 Months Makes @ychartsIn the past twelve months, one sector has underperformed all others, and that is Communication Services, down 25.13%. Within that sector one group of companies has significantly…
Stock In Focus – TAM Stock Screener – BlueLinx Holdings Inc (BXC)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 (5/27/2022)This week’s best investing news: Howard Marks Memo – Bull Market Rhymes (Oaktree) Perpetual Motion Machines, Finance & Fraud (Jamie Catherwood) Growth Stocks: Have They Bottomed…
Howard Marks: Investing Lessons Learned From The Market Trends In 2020-21In his latest memo titled – Bull Market Rhymes, Howard Marks discusses investing lessons learned from the market trends in 2020-21. Here’s an excerpt from the memo: As always fo…
Investing Implications Of DopamineIn their recent episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discussed Investing Implications Of Dopamine. Here’s an excerpt from the episode: Jake: A…
Is Verizon Communications Inc (VZ) A Great Value Stock?Based on the improved performance metrics, which we recently added to our stock screens, Verizon Communications Inc (VZ) could be a great value stock: Verizon is primarily a wir…