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- Hayden Capital: Protecting Against DrawdownsIn their latest Q4 2021 Letter, Hayden Capital discuss how investors can protect against drawdowns. Here’s an excerpt from the letter: For an investor in the stock, they would r…
One Stock Superinvestors Are Buying Or HoldingAs 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…
Acquirers Multiple All-Time SpreadIn their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Acquirers Multiple All-Time Spread. Here’s an excerpt from the episode: Tobias:…
Euclidean Technologies: The Link Between Value’s Outperformance & InflationIn their latest investor letter, Euclidean Technologies discuss the link between value’s outperformance and inflation. Here’s an excerpt from the letter: Historical data shows t…- Seth Klarman: The Wiring We All Have As Humans Can Trip Us UpIn his latest 2021 Year-End Letter, Seth Klarman explained why the wiring we all have as humans can trip us up. Here’s an excerpt from the letter: A sound investment process ben…
Rich Pzena Top 10 Holdings (Q4 2021) – Latest 13F, Buys CTSH, GE, EIX, AIG, LEAOne 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 E06): Acquirers Multiple All-Time Spread, $ARKK Blow-up, The Red QueenIn this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Acquirers Multiple All-Time Spread When ROE Matters Mauboussin – U…
- David Gardner: Try Never To SellIn his recent interview on the Excess Returns Podcast, David Gardner explains why you should try never to sell. Here’s an excerpt from the interview: Gardner: I would say try ne…
- This Week’s Best Value Investing News (2/11/2022)This week’s best investing news: The Power Law (Verdad) After The Fact (Collaborative Fund) The Inflation Narrative’s Third Act (Epsilon Theory) My Most Expensive Options Lesson…
Stock In Focus – TAM Stock Screener – Sibanye Stillwater Ltd (NYSE: SBSW)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…
Give Me Optimism, But Not Yet!In their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Give Me Optimism, But Not Yet! Here’s an excerpt from the episode: Bill: Hedgey…- Warren Buffett: During Scary Periods, You Should Never Forget Two ThingsIn his 2016 Shareholder Letter, Warren Buffett discusses the two things you should never forget during scary periods. Here’s an excerpt from the letter: American business – and …
- Ray Dalio: The Macro-Investing TemplateIn his latest interview with Fortune India, Ray Dalio discusses his macro-investing template. Here’s an excerpt from the interview: Dalio: I want a highly diversified portfolio …
This Acquirers Multiple Stock Appearing In Simons, Fisher, Cohen, 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…- Misinformation And Why We Should Stop Reading The ‘News’In their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Misinformation And Why We Should Stop Reading The ‘News’. Here’s an excerpt fro…
- Jeremy Grantham: Stock Price ManipulationIn his latest interview on The Long View Podcast, Jeremy Grantham discusses stock price manipulation. Here’s an excerpt from the interview: Grantham: Corporate buybacks have bee…
- Rich Pzena: The Danger Of Becoming Anchored In InvestingIn his latest Q4 2021 Earnings Call, Rich Pzena discusses the danger of becoming anchored in investing. Here’s an excerpt from the call: If a client asked me as 2009 began, just…
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…