Blog
Page 243
- Bill Nygren: Investors Get Excited At Precisely The Wrong TimeIn his recent interview with CNBC, Bill Nygren explains why investors get excited at precisely the wrong time. Here’s an excerpt from the interview: Nygren: Yes the market is co…
Bill Ackman: Here’s Why There’s No Buyers For StocksBill Ackman recently tweeted a thread explaining why there’s no buyers for stocks. Here’s an excerpt from the thread: Ackman: Inflation is out of control. Inflation expectations…
This Acquirers Multiple Stock Appearing In Klarman, Lu, Pabrai 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…
It’s No Sin To Buy Something And Sell It LowerIn their recent episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discussed It’s No Sin To Buy Something And Sell It Lower. Here’s an excerpt from the epis…- Ray Dalio: Here’s Why Everything Can’t Continue To Go UpIn his recent interview with CNBC, Ray Dalio explained why everything can’t continue to go up. Here’s an excerpt from the interview: Dalio: We’re in a paradigm shift I think. A …
- Jeremy Grantham: Sure Signs That This Market Breakdown Is The Real McCoyIn his recent interview with Bridgewater Associates, Jeremy Grantham discusses the sure signs that this market breakdown is the real McCoy. Here’s an excerpt from the interview:…
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…- You Should Expect To Be Down 50% At Some StageIn their recent episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discussed You Should Expect To Be Down 50% At Some Stage. Here’s an excerpt from the epis…
John Neff: Why Most Investors Will Never Hold CompoundersIn his recent article titled – Why Compounding is so Difficult, John Neff explains why most investors will never hold compounders. Here’s an excerpt from the article: How many b…- Bill Miller: If You Can’t Buy When Prices Are Falling You Can’t Buy At AllIn his recent interview on the Richer, Wiser, Happier Podcast, Bill Miller explains why if you can’t buy when prices are falling you can’t buy at all. Here’s an excerpt from the…
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…- Don’t Hold Cash Waiting For The ‘Right Time’In their recent episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discussed Don’t Hold Cash Waiting For The ‘Right Time’. Here’s an excerpt from the episod…
GMO: Protecting Your Portfolio from Inflation After the FactIn their recent Q1 2022 Letter, GMO discusses one way to protect your portfolio from inflation after the fact. Here’s an excerpt from the letter: The long-term supply/demand dyn…- Ken Griffin: Why Value Stocks Will Outperform GrowthIn his recent interview on Bloomberg, Ken Griffin explains why value stocks will outperform growth. Here’s an excerpt from the interview: Griffin: For our entire adult lives we’…
Howard Marks Top 10 Holdings – Q1 2022, Buys SBLK, CBL, VALE, ITUB, PBROne 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…- Avoid Social Media When There’s Panic In MarketsIn their recent episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discussed Avoiding Social Media When There’s Panic In Markets. Here’s an excerpt from the…
What A Difference 12 Months Makes @ychartsIn the past twelve months, one sector has outperformed all others, and that is Energy. Here’s a list of some of the top performing stocks in the Energy sector. What a difference…
What Does Warren Buffett See In His 8 New Positions (Q1 2022)? @ychartsAccording to his latest 13F for Q1 2022, Warren Buffett added 8 new positions. This week we look at how these new positions have performed over the last 12 months. SYM ISSUER NA…