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E O Wilson – Of Ants and MenIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss E O Wilson – Of Ants and Men. Here’s an excerpt from the episode: Jake: Yeah. L…- Corey Hoffstein: Minimize Timing Luck Using An Options Trading LadderIn his latest Q4 2021 Market Commentary, Corey Hoffstein explains how to minimize timing luck using an options trading ladder. Here’s an excerpt from the commentary: Even with e…
- Terry Smith: In Investing You Can’t Have Your Cake And Eat It TooIn his latest 2021 Annual Letter, Terry Smith explains why in investing you can’t have you cake and eat it too. Here’s an excerpt from the letter: Whilst a period of underperfor…
This Acquirers Multiple Stock Appearing In Grantham, Cohen, 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…- Jeremy Grantham – My Sister’s PensionIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Jeremy Grantham – My Sister’s Pension. Here’s an excerpt from the episode: Tobi…
- Rob Arnott: The Value Effect Is Alive And WellIn his recent interview with Real Vision, Rob Arnott explains why the value effect is alive and well. Here’s an excerpt from the interview: Arnott: Part of it is probably fed ac…
- Cliff Asness: AQR Positioned For One Of The Most Robust Recoveries For Factor Investing Since The Tech Bubble Of 1999In a recent article at the Financial Times, Cliff Asness explains why his firm is positioned for one of the most robust recoveries for factor investing since the tech bubble of …
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…- Value is the Widowmaker TradeIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Value is the Widowmaker Trade. Here’s an excerpt from the episode: Tobias: Ther…
- Bill Miller: How To Find Value In Companies That Are Not Making A ProfitIn his recent interview on WealthTrack, Bill Miller explained how to find value in companies that are not making a profit. Here’s an excerpt from the interview: Miller: What the…
- Aswath Damodaran: It Is Moneyball Time!In his latest Data Update 1 for 2022, Aswath Damodaran says – It is Moneyball Time! He also provides four reasons why you should not always trust big data. Here’s an excerpt fro…
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…- Warren Buffett Schools ARK’s Cathie WoodIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Warren Buffett Schools ARK’s Cathie Wood. Here’s an excerpt from the episode: T…
Albert Bridge Capital: When Growth Stocks Get Annihilated Value Doesn’t Participate In The DownsideThis latest article from Albert Bridge Capital discusses some historical evidence that shows that when growth stocks get annihilated, value doesn’t participate in the downside. …- Bill Nygren: How To Apply Value Investing To Growth StocksIn his latest Q4 2021 Market Commentary, Bill Nygren discusses how to apply value investing to growth stocks. Here’s an excerpt from the commentary: Oakmark was one of the first…
Jim Simons Top 10 Holdings – Latest 13F, Buys ADBE, TSLA, AZN, NKE, AMDOne 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 E01): Value is the Widowmaker Trade, EO Wilson, Tobacco Stocks for DivviesIn this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Warren Buffett Schools ARK’s Cathie Wood Value is the Widowmaker T…
Stock In Focus – TAM Stock Screener – ArcelorMittal SA (NYSE: MT)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…