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Li Lu’s Amazing JourneyIn their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Li Lu’s Amazing Journey. Here’s an excerpt from the episode: Jake: Yeah. This s…- Josh Wolfe: ‘Buy-The-Dip’ No Longer WorksIn his latest interview with CNBC, Josh Wolfe explains why ‘buy-the-dip’ no longer works. Here’s an excerpt from the interview: Wolfe: Well I think in some sectors it’s a mix. I…
- Charley Ellis: My 300x Bet In Berkshire HathawayIn his recent article titled – Five Times Lucky, Charley Ellis discusses his 300x bet in Berkshire Hathaway. Here’s an excerpt from the article: Meal ticket. My third winning ex…
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…
Value’s Best 50 DaysIn their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Value’s Best 50 Days. Here’s an excerpt from the episode: Tobias: Yeah, this is…- Tweedy Browne: Price Is Once Again Starting To Matter In InvestingIn their latest Q4 2021 Market Commentary, Tweedy Browne explain why price is once again starting to matter in investing. Here’s an excerpt from the letter: The last five years …
- Seth Klarman: Investors Must Maintain Their Bearings When Others Are NotIn his latest 2021 Year End Letter, Seth Klarman discusses why investors must maintain their bearings when others are not. Here’s an excerpt from the letter: Of course, consiste…
Ken Fisher Top 10 Holdings (Q4 2021) – Latest 13F, Buys AAPL, AMD, MSFT, INTU, UBEROne 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 E05): Value Best 50 Days, Misinformation, $QRATE vs $ZM UpdateIn this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Value’s Best 50 Days Li Lu’s Amazing Journey Misinformation And Wh…- This Week’s Best Value Investing News (2/4/2022)This week’s best investing news: Price-Conviction Paradox (Jamie Catherwood) Bubble Stock Meltdown (Verdad) The Small Steps of Giant Leaps (Farnam Street) Still Extreme Levels O…
Stock In Focus – TAM Stock Screener – Smith & Wesson Brands Inc (NASDAQ: SWBI)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…
Supply Chain Issues EverywhereIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Supply Chain Issues Everywhere. The podcast excerpt sheds light on the far-reac…- Ron Baron: Goodwill Is The Gift That Keeps On GivingIn his latest Q4 2021 Letter, Ron Baron discusses goodwill as the gift that keeps on giving. Here’s an excerpt from the letter: “During inflation, Goodwill is the gift that keep…
- Mark Leonard: Opportunities In Businesses That Have An “Earned Secret”In his recent letter to prospective entrepreneurs, Mark Leonard discusses the opportunities in businesses with an “earned secret”. Here’s an excerpt from the letter: I tell this…
This Acquirers Multiple Stock Appearing In Dalio, Greenblatt, 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…
Mega Bear Market Coming?In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Mega Bear Market Coming? Here’s an excerpt from the episode: Tobias: I was just…- Bill Nygren: How To Avoid Value TrapsIn his latest interview on the Millennial Investing Podcast, Bill Nygren discusses how to avoid value traps. Here’s an excerpt from the interview: Anything that we look to buy i…
- Joel Greenblatt: The Two Types Of Businesses Investors Should OwnIn this value investing masterclass, Joel Greenblatt discusses the two types of businesses investors should own. Here’s and excerpt from the masterclass: Greenblatt: The two typ…