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- John Hussman: What Is The Right Discount Rate?In his latest article titled – Quit While You’re Ahead, John Hussman discusses what is the right discount rate. Here’s an excerpt from the article: One of the most overlooked an…
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…
Value Investing In The Commodity SpaceIn their latest episode of the VALUE: After Hours Podcast, Scanlon, Brewster, and Carlisle discuss Value Investing In The Commodity Space. Here’s an excerpt from the episode: Bi…- Leon Cooperman: My Big Mistake Was Not Buying BerkshireIn his recent interview on the PBD Podcast, Leon Cooperman discusses his big mistake was not buying Berkshire stock. Here’s an excerpt from the interview: My hero in life was He…
- N N Taleb: The Link Between Misinformation & Fooled By RandomnessIn his latest presentation, N N Taleb discusses the link between misinformation and fooled by randomness. Here’s an excerpt from the presentation: Taleb: I’m gonna talk about di…
Bill Ackman Top 10 Holdings – Q4 2021, Buys CPOne 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 E012): Buffett and $Y, and $OXY; Oil, Nickel, Wheat and Commodities Go NutsIn this episode of the VALUE: After Hours Podcast, Kyla Scanlon, Bill Brewster, and Tobias Carlisle chat about: Value Investing In The Commodity Space What’s Causing The Wheat C…
Stock In Focus – TAM Stock Screener – Innoviva Inc (NASDAQ: INVA)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…
Eric Schoenstein: Your Margin of Safety Should Be Different For Every CompanyIn his recent interview on the Morningstar Long View Podcast, Jensen’s Managing Director Eric Schoenstein explains why your margin of safety should be different for every compan…
This Week’s Best Value Investing News, Podcasts, Interviews (3/25/2022)This week’s best investing news: Howard Marks Memo – The Pendulum in International Affairs (OakTree) A Brief History of Economic Warfare (Jamie Catherwood) The Loan Engine (Verd…
The Importance Of Surrendering In InvestingIn their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss The Importance Of Surrendering In Investing. Here’s an excerpt from the episode…
This Acquirers Multiple Stock Appearing In Klarman, Watsa, 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…- Howard Marks: The Pendulum Has Swung From Globalization To OnshoringIn his latest memo titled – The Pendulum in International Affairs, Howard Marks’s connects two seemingly unrelated trends – Europe’s energy dependence and U.S. offshoring – to e…
- Jake Taylor: Return On Investing Capital Is Like WeightliftingIn his recent interview on the Infinite Loops Podcast, Jake Taylor explains why return on investing capital is like weightlifting. Here’s an excerpt from the interview: But to g…
Here’s Why Alphabet Inc Class A (NASDAQ: GOOGL) May Be A Value StockBased on the improved performance metrics, which we recently added to our stock screens, the following company may be a value stock: Alphabet Inc Class A (NASDAQ: GOOGL) Alphabe…- This Acquirers Multiple Stock Appearing In Simons, Dalio, 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…
- Warren Buffett’s UnBuffett-Like TradesIn their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Warren Buffett’s UnBuffett-Like Trades. Here’s an excerpt from the episode: Bil…
- Prem Watsa: Why We Invest In Founder-Led CompaniesIn his latest Q4 2021 Earnings Call, Prem Watsa explains his preference for investing in founder-led companies. Here’s an excerpt from the call: Prem Watsa No. No. The — good qu…