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- Mario Gabelli & John Rogers – Why Volatility Is Off The ChartsIn their recent value investing panel discussion, Mario Gabelli and John Rogers discussed why volatility is off the charts. Here’s an excerpt from the discussion: Gabelli: Now w…
Aswath Damodaran: The Inflation Genie Is Out Of The BottleIn his latest presentation titled, In Search of a Steady State: Inflation, Interest Rates and Value, Aswath Damodaran explains why the inflation genie is out of the bottle. Here…
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…
Key Takeaways From The Berkshire MeetingIn their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Tobias Carlisle discussed Key Takeaways From The Berkshire Meeting. Here’s an excerpt from the e…
Chart Of The Week: Cathie Wood vs Warren Buffett – Head To Head – Last 10 Years – @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 a ‘head …
Lee Ainslie Top 10 Holdings – Latest 13F, Buys OSH, V, AMZN, MA, LRCXOne 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…- John Huber: When To Sell A StockIn his recent interview on The Investor’s Podcast, John Huber discusses when to sell stock. Here’s an excerpt from the interview: Huber: I think the reality of running a fixed p…
- Dan Loeb: Investors Must Adapt Their Models And Frameworks Quickly As Market Conditions ShiftIn his latest Q1 2022 Letter, Dan Loeb explains why investors must adapt their models and frameworks quickly as market conditions shift. Here’s an excerpt from the letter: The 1…
- VALUE: After Hours (S04 E017): Warren Buffett and Charlie Munger’s Berkshire Hathaway Meeting in OmahaIn their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Key Takeaways From The Berkshire Meeting Charles Munger: Best…
Stock In Focus – TAM Stock Screener – Tilly’s Inc (NYSE: TLYS)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…
Ted Weschler: Why I Initially Rejected The Offer To Work At BerkshireIn this rare interview on the I Am Home Podcast, Ted Weschler discusses the time he initially rejected Warren Buffett’s offer to work at Berkshire. Here’s an excerpt from the in…
This Week’s Best Value Investing News, Podcasts, Interviews (5/6/2022)This week’s best investing news: Full recording of Berkshire Hathaway 2022 annual meeting (CNBC) EM Crisis Investing, a Deep(er) Dive (Verdad) Why Am I Reading This Now? 05.02.2…
Fragility EverywhereIn their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Tobias Carlisle discussed Fragility Everywhere. Here’s an excerpt from the episode: Tobias: “How…
Is Meta Platforms Inc (NASDAQ: FB) A Great Value Stock?Based on the improved performance metrics, which we recently added to our stock screens, Meta Platforms Inc (NASDAQ: FB) could be a great value stock: Meta is the world’s larges…
This Acquirers Multiple Stock Appearing In Grantham, Marks, Simons 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…- Tom Russo: Warren Buffett’s #1 StrengthIn his recent interview with Yahoo Finance, Tom Russo discussed Warren Buffett’s number one strength. Here’s an excerpt from the interview: Russo: It’s been amazing. Ever since …
- Tom Gayner: The Similarities Between Markel & BerkshireIn his recent interview with GabelliTV, Tom Gayner discussed the similarities between Markel and Berkshire. Here’s an excerpt from the interview: Gayner: Tactically, just to cla…
- Tesla On Path To Dominate S&P 500 By 2030In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Tobias Carlisle discussed Tesla On Path To Dominate S&P 500 By 2030. Here’s an excerpt from the …