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Value Returns 1866 to DateIn their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Value Returns 1866 to Date. Here’s an excerpt from the episode: Tobias: Who wan…- Wally Weitz: There’s Always Something In The News Headlines To Scare InvestorsIn their latest presentation titled – Stock Investing Amid Market Drawdowns and Rising Rates, Wally Weitz and team discuss the importance of sticking with your strategy regardle…
- GMO: 4 Investing Mistakes To Avoid In A Rising MarketIn their latest Q4 2021 Letter, GMO discuss four of the biggest investment mistakes to avoid in a rising market. Here’s an excerpt from the letter: None of us, regardless of our…
Seth Klarman Top 10 Holdings (Q4 2021) – Buys FISV, GTXAP, NLOK, QRVO, LSXMKOne 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 E07): Value Returns 1866 to Date, Certain to Win and Boyd’s OODA LoopIn this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Value Returns 1866 to Date Managing Quotational Risk Basket Invest…
- Charles Munger: We Have A New Bunch Of Emperors That Are Going To Change The WorldIn his latest Daily Journal Annual Meeting, Charles Munger discusses the new bunch of emperors that are going to change the world. Here’s an excerpt from the meeting: Munger: Oh…
- This Week’s Best Value Investing News (2/18/2022)This week’s best investing news: Charlie Munger speaks at the Daily Journal annual meeting (Yahoo) Financial History: Flash Briefing (Jamie Catherwood) Putting Ideas into Words …
Stock In Focus – TAM Stock Screener – Dicks Sporting Goods Inc (NYSE: DKS)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…
Why Deep Value WorksIn their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Why Deep Value Works. Here’s an excerpt from the episode: Bill: I think that th…- Charles Munger: Why I Invested In Alibaba And Other Chinese StocksIn his latest Daily Journal Meeting, Charles Munger was asked why he investing in Alibaba and other Chinese stocks. Here’s an excerpt from the meeting with the host asking quest…
- Laughing Water Capital: Real Diversification Means Part Of Your Portfolio Will Not Be WorkingIn their latest 2021 Year-End Letter, Laughing Water Capital discuss why real diversification means part of your portfolio will not be working. Here’s an excerpt from the letter…
This Acquirers Multiple Stock Appearing In Dalio, Grantham, 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…- Mauboussin – Underestimating The Red QueenIn their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Mauboussin – Underestimating The Red Queen. Here’s an excerpt from the episode:…
- John Hussman: Revenues Are A Better Sufficient Statistic Than Year-To-Year EarningsIn his latest article titled – Top Dollar For Top Dollar, John Hussman explains why revenues are a better sufficient statistic than year-to-year earnings. Here’s an excerpt from…
Michael Burry Top 10 Holdings Q4 2021, Buys BMY, FNF, GD, IMPX, CXWOne 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 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…- How Relevant Is ROE?In their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss How Relevant Is ROE? Here’s an excerpt from the episode: Jake: Yeah. Well, it’l…
- Warren Buffett: Berkshire’s ‘Edge’ When It Comes To Making AcquisitionsIn his 2020 Berkshire Hathaway Shareholder Letter, Warren Buffett discusses Berkshire’s ‘edge’ when it comes to making acquisitions. Here’s an excerpt from the letter: Buffett: …