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Howard Marks Top 10 Holdings (Q4 2021) – Buys GTX, HTZ, RWAY, WFRD, SPYOne 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 E08): $FB Facebook, Bull Russia, The Outside View, CamelsIn this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Facebook’s Metaverse Is A Giant Leap of Faith The Importance Of Ta…
Updates to the ScreenersWe’ve updated the look and functionality of the screeners. Functionality These are the material changes to functionality: Financials and Utilities: We’re including the Financial…- Tom Gayner: Win-Win-Win!In his latest 2021 Letter to Shareholders, Tom Gayner discusses his win-win-win philosophy to building an exceptional business. Here’s an excerpt from the letter: Several years …
Stock In Focus – TAM Stock Screener – Quidel Corporation (NASDAQ: QDEL)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 (2/25/2022)This week’s best investing news: Charlie Munger: 2022 Daily Journal Annual Meeting Transcript (Junto) Derivatives: Past, Present & Future (Jamie Catherwood) King Dollar (Verdad)…
Munger Using Margin To Buy AlibabaIn their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Munger Using Margin To Buy Alibaba. Here’s an excerpt from the episode: Tobias:…
GMO: Making Money And Reducing Risk In An Equity SuperbubbleIn their latest Insight titled – Making Money And Reducing Risk In An Equity Superbubble, GMO explain how investors can still make money while reducing risk in an equity superbu…- Christopher Bloomstran: The Process Of Getting And Staying Rich In Investing Should Be BoringIn his latest 2021 Semper Augustus Letter, Christopher Bloomstran explains why the process of getting and staying rich in investing should be boring. Here’s an excerpt from the …
This Acquirers Multiple Stock Appearing In Marks, Miller, 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…- Basket Investing vs Idiosyncratic InvestingIn their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Basket Investing vs Idiosyncratic Investing. Here’s an excerpt from the episode…
- Edward Chancellor: The More Things Change The More They Stay The SameIn his book – Devil Take The Hindmost, Edward Chancellor discusses the excessive swings in markets that never change. Here’s an excerpt from the book: As the stock market itself…
- Christopher Davis: The Importance of Price DisciplineIn his recent 2022 Annual Review, Clipper’s Christopher Davis discusses the importance of price discipline using a ‘Market Darlings Versus Durable Compounding Machines’ scenario…
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…- Managing Quotational RiskIn their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Managing Quotational Risk. Here’s an excerpt from the episode: Jake: I think yo…
- Robeco: Human Instincts Drive The Value PremiumIn their latest paper titled – Human instincts drive the Value premium, Robeco explain how human instincts drive the value premium. Here’s an excerpt from the paper: According t…
- Cliff Asness: Everything Is Extremely Expensive Versus HistoryIn his latest interview on the FEG Insight Bridge Podcast, Cliff Asness explains why everything is extremely expensive versus history. Here’s an excerpt from the interview: So b…
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…