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- Charlie Dreifus: How To Invest In A Falling MarketIn his recent presentation, veteran investor Charlie Dreifus discusses how to invest in a falling market. Here’s an excerpt from the presentation: I’ve been doing this professio…
- Jeremy Grantham: Investors Are All So Short-Term And Basically A Bit InnumerateIn his latest interview on the Meb Faber Podcast, Jeremy Grantham discusses what happens when investors are short-term in their thinking and bit innumerate. Here’s an excerpt fr…
Here’s Why Moderna Inc (NASDAQ: MRNA) May Be A Value Stock (Improved Stock Screens)Based on the improved performance metrics, which we recently added to our stock screens, the following company may be a value stock: Moderna Inc (NASDAQ: MRNA) Moderna is a comm…
This Acquirers Multiple Stock Appearing In Grantham, Simons, Druckenmiller 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…
Buffett: When Buybacks Are A Better Alternative Than Doing Something StupidIn their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Buffett: When Buybacks Are A Better Alternative Than Doing Something Stupid. He…
Aswath Damodaran: Greed Kills The Best Investing StrategiesIn his latest interview on the Brave New World Podcast, Aswath Damodaran explains why greed kills the best investing strategies. Here’s an excerpt from the interview: I tell peo…- Howard Marks: Understand Everything About 20 Companies Rather Than The Slightest Bit About 400In his latest interview on the Youth Finance Summit, Howard Marks explains why its better to understand everything about 20 companies than the slightest bit about 400. Here’s an…
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…- Updates To Acquirer’s Multiple ScreensIn their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Updates To Acquirer’s Multiple Screens. Here’s an excerpt from the episode: Tob…
- Joel Greenblatt: How Investors Suspend Common SenseIn his recent interview with TWIS, Joel Greenblatt discusses how investors suspend common sense. Here’s an excerpt from the interview: Greenblatt: You talked about momentum. If …
- Prem Watsa: How To Find Companies That Can Survive For 100 YearsIn his latest 2021 Annual Shareholder Letter, Prem Watsa discussed his latest outstanding results and how to find companies that can survive for 100 years. Here’s an excerpt fro…
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…- Where Do Returns Really Come From?In their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Where Do Returns Really Come From? Here’s an excerpt from the episode: Jake: Ok…
- Morgan Housel: Investing Like Warren Buffett Sounds Easy, But It’s Really ComplexIn his recent interview with Tim Ferriss, Morgan Housel explains why investing like Warren Buffett sounds easy, but is really complex. Here’s an excerpt from the interview: Morg…
- Sequoia: Great Investing Is Balancing Caution With The Capacity For ImaginationIn their recent 2021 Annual Report, Sequoia discussed some valuable investing lessons using two real life examples from their portfolio. Here’s an excerpt from the report: Maste…
Joel Greenblatt Top 10 Holdings (Q4 2021) – Buys GSPY, SPY, BRK.B, DTE, APOOne 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 E09): Where Do Returns Come From?, Changes to Acquirers Multiple, CallawayIn this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Where Do Returns Really Come From? Updates To Acquirer’s Multiple …
Stock In Focus – TAM Stock Screener – Louisiana-Pacific Corporation (NYSE: LPX)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…