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Jeremy Grantham: The Trouble With Capitalism – The Devil & The FarmerIn his recent Oxford Lecture, Jeremy Grantham illustrates the trouble with capitalism using his story of the devil and the farmer. Here’s an excerpt from the lecture: Grantham: …
Jeffrey Gundlach: Growth Has Stopped Outperforming, The Tailwind Is For ValueIn his recent Macro Overview Presentation, Jeffrey Gundlach says growth has stopped outperforming, the tailwind is for value. Here’s an excerpt from the overview: Gundlach: Grow…
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…
Bubbles Are RationalIn their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Tobias Carlisle discussed Bubbles Are Rational. Here’s an excerpt from the episode: Bill: My bud…
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…- Howard Marks: Proof That Risk Is Counter-IntuitiveIn his recent presentation at The Wharton School, Howard Marks provides some great examples of proof that risk is counter-intuitve. Here’s an excerpt from the presentation: Mark…
- Warren Buffett: Cash Is Like Oxygen, If It Disappears For A Few Minutes It’s All OverDuring his recent Berkshire Hathaway Annual Meeting, Warren Buffett explains why he always holds cash. Here’s an excerpt from the meeting: Buffett: Going back to Q2 is we will a…
- How Cobweb Theory Affects MarketsIn their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Tobias Carlisle discussed How Cobweb Theory Affects Markets. Here’s an excerpt from the episode:…
- Warren Buffett: Looking Back, We Have Bought At Some Really Dumb TimesIn his latest Berkshire Hathaway Annual Meeting, Warren Buffett discusses how looking back, they have bought during some really dumb times. Here’s an excerpt from the meeting: B…
- Charles Munger: Stocks Are Being Traded On A Casino BasisIn the latest Berkshire Hathaway Annual Meeting, Charles Munger discusses how stocks are being traded on a casino basis just like your favorite online casinos. Everyone agreed t…
Chase Coleman Top 10 Holdings – Latest 13F, Buys NU, SNOW, JD, XPEV, DDOGOne 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…- One Way To Avoid Getting Wiped Out!In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Tobias Carlisle discussed One Way To Avoid Getting Wiped Out! Here’s an excerpt from the episode…
Stock In Focus – TAM Stock Screener – Children’s Place Inc (NASDAQ: PLCE)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…- Rob Arnott: What We’re Seeing Is The Bursting Of A BubbleIn his recent interview with Yahoo Finance, Rob Arnott explained why we’re seeing the bursting of a bubble. Here’s an excerpt from the interview: ROB ARNOTT: What we’re seeing i…
This Week’s Best Value Investing News, Podcasts, Interviews (4/29/2022)This week’s best investing news: Homeland Securities (Verdad) Lost Civilizations & Uncovered Ruins (Jamie Catherwood) Ignore That Gut (Humble Dollar) The Trouble For Big Tech St…- Antagonistic Pleiotropy InvestingIn their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Tobias Carlisle discussed Antagonistic Pleiotropy Investing. Here’s an excerpt from the episode:…
Is Atlas Air Worldwide Holdings, Inc. (NASDAQ: AAWW) A Great Value Stock?Based on the improved performance metrics, which we recently added to our stock screens, Atlas Air Worldwide Holdings, Inc. (NASDAQ: AAWW) could be a great value stock: Atlas Ai…
This Acquirers Multiple Stock Appearing In Simons, Dalio, Cohen 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…