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- Rich Pzena: There’s Something Wrong With The Arithmetic In Today’s ValuationsIn his latest presentation, Rich Pzena explains why there’s something wrong with the arithmetic in today’s valuations. Here’s an excerpt from the presentation: I’m going to star…
- This Week’s Best Value Investing News (12/17/2021)This week’s best investing news: The Hottest Stocks Are Getting Killed (Validea) Investing in Banks (Verdad) Small Businesses’ Big Message For The Markets (Felder) 216: Myth of …
This Is How A Laser WorksIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss This Is How A Laser Works. Here’s an excerpt from the episode: Jake: Yeah, so, …- Ruane Cunniff: The Secret Sauce Of InvestingDuring last month’s investor day, Ruane Cunniff discussed the secret sauce of investing. Here’s an excerpt from the transcript: The analogy that I always think of to illustrate …
- Gautam Baid: Using A Variant Perception Strategy To Find Multi-BaggersIn his latest interview with The Economic Times, Gautam Baid explains how he uses his variant perception strategy to find multi-baggers. Here’s an excerpt from the interview: In…
This Acquirers Multiple Stock Appearing In Dalio, Greenblatt, Tudor-Jones 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…- Market Being Held Up By Just 4 StocksIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss the Market Being Held Up By Just 4 Stocks. Here’s an excerpt from the episode: …
- Leon Cooperman: Buy A Combination Of Things That Are Working And Not WorkingIn his latest interview with the Miami Herbert Business School, Leon Cooperman discussed the opportunities that he looks for. Here’s an excerpt from the interview: He’s [Warren …
- Morningstar: ARKK: An Object Lesson in How Not To InvestIn her latest article titled – ARKK: An Object Lesson in How Not To Invest, Amy C. Arnott, CFA at Morningstar provides some great lessons for investors from Cathie Wood’s ARKK. …
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…- Favorite Non-Buffett InvestorIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss their Favorite Non-Buffett Investor. Here’s an excerpt from the episode: Tobias…
- Investing Lesson From Sun Tzu: Know Thyself And The Companies Your Investing InIn the book – The Art of War, Sun Tzu provides some great lessons which are also applicable to investing. Here’s an excerpt from the book: Thus we may know that there are five e…
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…- How To Generate Monster ReturnsIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss How To Generate Monster Returns. Here’s an excerpt from the episode: Bill: I me…
- Daniel Crosby: The Road To Poor Returns Is Paved With ComplexityIn his book – The Laws of Wealth: Psychology and the Secret to Investing Success, Daniel Crosby explains why the road to poor returns is paved with complexity. Here’s an excerpt…
- Howard Marks: Invest Early, Invest Heavily, And Stay In The MarketIn his latest interview with InfoMoney, Howard Marks recommends that investors invest early, invest heavily, and stay in the market. Here’s an excerpt from the interview: I thin…
- Aswath Damodaran: Mythology Surrounding Great CEOsIn his latest article titled – Managing across the Corporate Life Cycle: CEOs and Stock Prices!, Aswath Damodaran discusses the mythology surrounding great CEOs. Here’s an excer…
- Paul Singer: Investor FOMO Could Lead To Significant And Long Lasting DamageIn his recent article for the Financial Times, Paul Singer discusses why investor FOMO could lead to significant and long lasting damage. Here’s an excerpt from the article: Wha…