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Stock In Focus – TAM Stock Screener – PROG Holdings Inc (PRG)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…
Constellation Software (CSU.TO) vs Berkshire Hathaway (BRK.A) – Head To Head @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’ll take a look at Constell…
This Week’s Best Value Investing News, Podcasts, Interviews (5/20/2022)This week’s best investing news: Crisis Investing in Europe (Verdad) Investing’s Four Horsemen (Validea) Trying Too Hard (Collaborative Value) The MacGuffin, Part 1 (Epsilon The…
Warren Buffett vs Cathie WoodIn their recent episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discussed Warren Buffett vs Cathie Wood. Here’s an excerpt from the episode: Jake: Becaus…
Is Pfizer Inc (PFE) A Great Value Stock?Based on the improved performance metrics, which we recently added to our stock screens, Pfizer Inc (PFE) could be a great value stock: Pfizer is one of the world’s largest phar…
This Acquirers Multiple Stock Appearing In Simons, Grantham, 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…- Arnold Van Den Berg: Everyone’s A Financial Genius In A Rising MarketIn his recent interview on the Richer, Wiser, Happier Podcast, Arnold Van Den Berg discussions some of the lessons he learned from Ben Graham that are still very valuable today.…
- Jeremy Grantham: The First Sign That A Bubble Is About To PopIn his recent interview with CNBC, Jeremy Grantham discusses the first sign that a bubble is about to pop. Here’s an excerpt from the interview: Grantham: I only specialize in w…
- During Drawdowns – Add A New Position Or Buy More Of What You Have?In their recent episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discussed During Drawdowns – Add A New Position Or Buy More Of What You Have?. Here’s an …
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: Investors Should Have ‘Good Times’ & ‘Bad Times’ PortfoliosIn his recent interview with Jordan Harbinger, Ray Dalio explains why investors should have two portfolios, one for the good times, and one for the bad times. Here’s an excerpt …
- Howard Marks: You Only Find Out Who The Good Investors Are During Bad TimesIn his recent presentation to the Wharton School, Howard Marks explains why you only find out who the good investors are during bad times. Here’s an excerpt from the presentatio…
- Don’t Break Your Own Investing RulesIn their recent episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discussed Don’t Break Your Own Investing Rules. Here’s an excerpt from the episode: Ian: …
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…
Miller Value: How To Exploit Short-Term VolatilityIn their latest Q1 2022 Letter titled, Exploiting Volatility to Outmaneuver the Market, Miller Value explain how to exploit short-term volatility. Here’s an excerpt from the art…- Francis Chou: The Difference Between Having Conviction & Being RecklessIn his latest presentation to the Ivey Value Investing Classes, Francis Chou discusses his value investing strategy and the difference between having conviction and being reckle…
Michael Burry Top 10 Holdings – Q1 2022, Buys AAPL, BKNG, DISCK, GOOGL, CIOne 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…- The Market Loves To Destroy HubrisIn their recent episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discussed The Market Loves To Destroy Hubris. Here’s an excerpt from the episode: Ian: I …