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- Albert Bridge Capital: The Market Will Always Be A Weighing MachineIn the latest commentary by Albert Bridge Capital, Drew Dickson explains why the market will always be a weighing machine. Here’s an excerpt from the commentary: Dear Stock Pick…
- Seth Klarman: Speculative Holdings Are Like Roach MotelsThis article on Markets Insider has 11 of the best quotes from Seth Klarman’s latest Annual Letter. Here are three of our favourites which illustrate the sentiment of current in…
Buffett’s Simple Valuation Metric On Coke $KOIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Buffett’s Simple Valuation Metric On Coke $KO. Here’s an excerpt from the episo…- Guy Spier: Unlearning And Relearning From Warren BuffettIn his latest interview on The Investors Podcast, Guy Spier discusses unlearning and relearning from Warren Buffett. Here’s an excerpt from the interview: Spier: I am going to t…
- Ian Cassel: How To Manage The Emotional Side Of InvestingIn his latest interview with ValueWalk, Ian Cassel discusses how to manage the emotional side of investing. Here’s an excerpt from the interview: Cassel: I am an active investor…
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…- Terry Smith – First Order Of Commodity Price Spike Not On Consumer Prices, But On Company ProfitsIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Terry Smith – First Order Of Commodity Price Spike Not On Consumer Prices, But …
- Bob Robotti: The Revenge Of The Stock-PickerIn his latest 2021 Annual Meeting, Bob Robotti discusses the revenge of the stock-picker. Here’s an excerpt from the meeting: So the third point I want to talk about is the reve…
- John Hussman: Return-Free RiskIn his latest market commentary, John Hussman discusses return-free risk. Here’s an excerpt from the commentary: In an economy where the Fed has lost every systematic tether to …
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…- Why Didn’t We All Just Buy $GOOG?In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Why Didn’t We All Just Buy $GOOG. Here’s an excerpt from the episode: Tobias: L…
- Bruce Greenwald: Moats Are Not That Hard To CalculateIn his latest interview with Barnes & Noble, Bruce Greenwald explains why moats are not that hard to calculate. Here’s an excerpt from the interview: Greenwald: So it is really …
- Pzena: Value Investing Opportunities Don’t Have To Be Optically Cheap JunkIn their latest educational video, Pzena Investment Management discuss why value investing opportunities don’t have to be optically cheap junk. Here’s an excerpt from the video:…
Bill Ackman Top 10 Holdings – Latest 13F, Buys CMG, HLT, LOWOne 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 E02): Cytokine Storms, $GOOG Valuation, Buffett on Coke $KO, Vale Lou SimpsonIn this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Buffett’s Simple Valuation Metric On Coke $KO Why Didn’t We All Ju…
- Howard Marks: The Art Of SellingIn his latest memo titled – Selling Out, Howard Marks provides a comprehensive discussion on the art of selling stocks. Here’s an excerpt from the memo: Aphorisms like “no one e…
- This Week’s Best Value Investing News (1/14/2022)This week’s best investing news: Howard Marks Memo – Selling Out (Oaktree) Thank You for Speculating (Jamie Catherwood) Mr. Market Is Now Very Impressed With Apple (Felder) 7 Pr…
Stock In Focus – TAM Stock Screener – West Fraser Timber Co. Ltd. (NYSE: WFG)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…