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- Michael Mauboussin: Warren Buffett Says – When You Find Yourself In A Hole, The First Thing You Do Is Stop DiggingIn his recent interview with WHG Clube do Livro, Michael Mauboussin discussed one example of how companies destroy wealth. Here’s an excerpt from the interview: Mauboussin: The …
- Jeffrey Gundlach: Why A Recession Is Likely In 2023In his recent interview with Fox Business, Jeffrey Gundlach explained why a recession is likely in 2023. Here’s an excerpt from the interview: Gundlach: We’re starting to see th…
Seth Klarman Top 10 Holdings – Q1 2022, Buys ENC, FISV, GOOG, DBX, GTNOne 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 E018): Warren Buffett v Cathie Wood, Small Cap Value and Growth, DopamineIn their latest episode of the VALUE: After Hours Podcast, Ian Cassel, Jake Taylor, and Tobias Carlisle discuss: The Market Loves To Destroy Hubris Warren Buffett vs Cathie Wood…
What A Difference 12 Months Makes @ychartsHere’s a list of some of the most popular names just 12 months ago. What a difference 12 months makes. Peloton Interactive Inc (PTON) – Down 83.35% Zoom Video Communications Inc…
Stock In Focus – TAM Stock Screener – Eagle Bulk Shipping Inc (EGLE)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…
Chart Of The Week: Biggest Losers – S&P 500 – YTD @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 the bigg…
This Week’s Best Value Investing News, Podcasts, Interviews (5/13/2022)This week’s best investing news: Deflating Narratives & A Diet of Cheap Money (Jamie Catherwood) The Fed & the Bond Market (Verdad) A Few Beliefs (Collaborative Fund) The Most I…
Charles Munger: Best Quotes From The Berkshire MeetingIn their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Tobias Carlisle discussed Charles Munger: Best Quotes From The Berkshire Meeting. Here’s an exce…
Is The Home Depot Inc (HD) A Great Value Stock? @ychartsBased on the improved performance metrics, which we recently added to our stock screens, The Home Depot Inc (HD) could be a great value stock: Home Depot is the world’s largest …
This Acquirers Multiple Stock Appearing In Dalio, Gayner, 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…- Dr Daniel Crosby: The One Thing That Most Investors Misunderstand About InvestingIn his recent interview on the The Long Term Investor Podcast, behavioral finance expert Dr Daniel Crosby discusses the one thing that most investors misunderstand about investi…
- Michael Mauboussin: Investors Should Pay More Attention To Management’s Actions Regarding Buying And Selling Company StockIn his latest paper titled – Wealth Transfers: Redistribution of Value via Capital Allocation, Michael Mauboussin explains why investors should pay more attention to management’…
- Negotiating Munger StyleIn their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Tobias Carlisle discussed Negotiating Munger Style. Here’s an excerpt from the episode: Tobias: …
- Charles Munger: “We’ve Never Succeeded At Anything That Was Really Hard Where We Didn’t Have Much Aptitude For It”During the recent Berkshire Hathaway Meeting, Warren Buffett and Charles Munger had a great interaction regarding their early working life and eventual careers. Here’s an excerp…
- Chris Bloomstran: Why You Should Never Doubt Warren Buffett Has Lost His TouchIn his recent Berkshire Hathaway Discussion Panel, Chris Bloomstran discusses why you should never doubt Warren Buffett has lost his touch. Here’s an excerpt from the discussion…
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…- What Berkshire’s 10Q RevealedIn their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Tobias Carlisle discussed What Berkshire’s 10Q Revealed. Here’s an excerpt from the episode: Jak…