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This Acquirers Multiple Stock Appearing In Klarman, Simons, Berkowitz 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…
Ragnarok v Fimbulwinter MarketsIn their latest episode of the VALUE: After Hours Podcast, Taylor, Hoffstein, and Carlisle discuss Ragnarok v Fimbulwinter Markets. Here’s an excerpt from the episode: Corey: Ye…- Gavin Baker: Get Addicted To The 52-Week Low ListIn a recent interview on the Invest Like The Best Podcast, Gavin Baker discusses why he’s addicted to the 52-Week Low List. Here’s an excerpt from the interview: Gavin: So it is…
- Phil Huber: Prepare For Long Winters In InvestingIn his latest article titled – Sharpening the Allocator’s Edge: Managing the Client Experience of Owning Alternative Investments Through Effective Communication, Phil Huber disc…
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…
Flow Is Still Into Risky AssetsIn their latest episode of the VALUE: After Hours Podcast, Taylor, Hoffstein, and Carlisle discuss Flow Is Still Into Risky Assets. Here’s an excerpt from the episode: Tobias: I…- Howard Marks: “The Great Investors I Know Are Unemotional About Their Investing”In his recent interview on the Richer, Wiser, Happier Podcast, Howard Marks explains why the great investors he knows are unemotional about investing. Here’s an excerpt from the…
- Aswath Damodaran: The Karmic Path To InvestingIn his latest interview with The Hindu BusinessLine, Aswath Damodaran discusses his karmic path to investing. Here’s an excerpt from the interview: What causes maximum stress to…
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…- Hard Times Create Strong MenIn their latest episode of the VALUE: After Hours Podcast, Taylor, Hoffstein, and Carlisle discuss Hard Times Create Strong Men. Here’s an excerpt from the episode: Corey: What …
- Dan McMurtrie: Great Investors Are Masters Of ‘Tactical Laziness’In his latest interview on the Insecurity Analysis Podcast, Dan McMurtrie explains why great investors are masters of ‘tactical laziness’. Here’s an excerpt from the interview: …
- Bill Nygren: Stock Selection: Devil’s Advocate ReviewsIn his recent interview on The Investor’s Podcast, Bill Nygren discussed his Devil’s Advocate Reviews, when it comes to new stock selection and existing holdings. Here’s an exce…
Terry Smith Top 10 Holdings – Q4 2021, Buys GOOGL, MSFT, EL, CHD, MKCOne 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 E010): Weird Moves, Weird Market; Fimbulwinter v Ragnarok; Nuclear WarIn this episode of the VALUE: After Hours Podcast, Jake Taylor, Corey Hoffstein, and Tobias Carlisle chat about: Possible Fallout From The Russia/Ukraine Conflict What Will The …
Cliff Asness: FOMO Means Investors Can’t Tell You About Their LosersIn his recent interview in the All Else Equal Podcast, Cliff Asness explains why FOMO means investors can’t tell you about their losers. Here’s an excerpt from the interview: As…
Stock In Focus – TAM Stock Screener – Boise Cascade Co (NYSE: BCC)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…- This Week’s Best Value Investing News, Podcasts, Interviews (3/11/2022)This week’s best investing news: A History of Invasions, Wars & Markets (Jamie Catherwood) Low Expectations (Collaborative Fund) Is The Stock Market Starting To Discount An Earn…
Is Callaway Going To Be A Boom Stock?In their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Is Callaway Going To Be A Boom Stock? Here’s an excerpt from the episode: Bill:…