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Warren Buffett Top 10 Holdings – Latest 13F, Buys CVX, RPRX, FNDOne 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 (S03 E47): Value Rises, Growth Falls; Monster Winners; and LasersIn this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Holding For Very Long Periods Provides Monster Winners Warren Buff…
GMO: Growth Traps Are Worse Than Value TrapsIn their latest insight titled – Value Traps vs Growth Traps, GMO explains why growth traps are worse than value traps. Here’s an excerpt from the article: When Value disappoint…- This Week’s Best Value Investing News (12/10/2021)This week’s best investing news: Who are the Longest Serving Active CEOs in the S&P 500? (Visual Capitalist) Credit-Driven Asset Price Inflation (Verdad) Sumner Redstone: Winnin…
Stock In Focus – TAM Stock Screener – Industrias Bachoco, S.A.B. de C.V. (NYSE: IBA)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…
Stress Kills YouIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss why Stress Kills You and how to deal with it using new medical aids you can lea…
This Acquirers Multiple Stock Appearing In Dalio, Greenblatt, Ainslie 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…- Bill Miller: One Of The Best Ways To Find OpportunitiesIn this interview on The Investors Podcast, Bill Miller discusses one of the best ways to find opportunities. Here’s an excerpt from the interview: Miller: One of the things tha…
- Gavin Baker: Warren Buffett Doesn’t Need To Do Due DiligenceIn the latest Graham & Doddsville Newsletter, Gavin Baker explains why Warren Buffett doesn’t need to do due diligence. Here’s an excerpt from the interview: G&D: So, switching …
Why Picking High Growth Winners Is So HardIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Why Picking High Growth Winners Is So Hard. Here’s an excerpt from the episode:…- Michael Steinhardt: Develop A Variant PerceptionIn his book – No Bull: My Life In and Out of Markets, Michael Steinhardt explains how he profited from developing a variant perception. Here’s an excerpt from the book: During t…
- Chris Mayer: It’s A Bad Idea To Continually Check Your PortfolioIn his latest article at Woodlock House, Chris Mayer explains why it’s a bad idea to continually check your portfolio. Here’s an excerpt from the article: To start: I don’t like…
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…
Buffett Needed AAPL To Keep Up With The S&PIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Buffett Needed AAPL To Keep Up With The S&P. Here’s an excerpt from the episode…- Charles Munger: Use Patterns Of Noise To Find Hunting Grounds For ValueIn his recent interview on the Think with Pinker Podcast, Charles Munger explains how he and Warren Buffett use patterns of noise to find hunting grounds for value. Here’s an ex…
- Michael Mauboussin: Why Do Smart People Make Dumb Decisions?In his book – Think Twice: Harnessing the Power of Counterintuition, Michael Mauboussin explains why smart people make dumb decisions. Here’s an excerpt from the book: No one wa…
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…
The Crashless GenerationIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss The Crashless Generation. Here’s an excerpt from the episode: Tobias: I like th…