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- Howard Marks: There’s A New World OrderIn his latest memo titled – The Winds of Change, Howard Marks discusses the changing environment for investing and the new world order. Here’s an excerpt from the memo: As I’ve …
What If The Fed Is WrongIn their recent episode on the VALUE: After Hours Podcast, Taylor, Braziel, and Carlisle discuss What If The Fed Is Wrong. Here’s an excerpt from the episode: Jake: Then, we hav…
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…- Morgan Housel: Paying The Psychological Price For Higher ReturnsIn his book – The Psychology of Money, Morgan Housel provides a great illustration of paying the psychological price for higher returns. Here’s an excerpt from the book: Say you…
- Daniel Kahneman: How Often Should You Check Your Portfolio For Optimum ReturnsIn his book – Thinking Fast And Slow, Daniel Kahneman discusses how often you should check your portfolio for optimum returns. Here’s an excerpt from the book: The combination o…
- Bill Nygren: We’re Excited About The Prospects Of A Value RecoveryIn his latest interview with CityWire, Bill Nygren discussed why he’s excited about the prospects of a value recovery. Here’s an excerpt from the interview: Nygren: I think the …
- Everything Is Expensive!In their recent episode on the VALUE: After Hours Podcast, Taylor, Braziel, and Carlisle discuss Everything Is Expensive! Here’s an excerpt from the episode: Tobias: This is JPM…
- Dan Loeb: Investors, Like Athletes, Need To Review Their ‘Game Films’In his latest interview with Prime Quadrant, Dan Loeb discusses one of the most important things we can do as investors. Here’s an excerpt from the interview: I think one of the…
- Terry Smith: We’re The Groucho Marx of InvestmentIn this Fundsmith presentation, Terry Smith explains his Groucho Marx style of investment. Here’s an excerpt from the presentation: Ok last point on this. We’re the Groucho Marx…
Michael Burry Top 10 Holdings – Latest 13F, Buys LMT, DNOW, SCYXOne 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 E44): Returns To Growth And Value, Inflation, $ETH, $BTC And CryptoIn this episode of the VALUE: After Hours Podcast, Jake Taylor, Thomas Braziel, and Tobias Carlisle chat about: Nothing Is Cheap! What If The Fed Is Wrong? Bitcoin As A Hedge Ag…
Stock In Focus – TAM Stock Screener – United States Steel Corporation (NYSE: X)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…- Bruce Greenwald: Great Investors Are Like Mutants Without EmotionIn his 2010 Forbes interview, Bruce Greenwald explains why great investors are like mutants without emotion. Here’s an excerpt from the interview: Greenwald: People in every cou…
- John Malone: Market In A Bubble Like The Late 90’s. This Is A Land Rush!In his latest interview with CNBC, John Malone says the market is in a bubble like the late 90’s, this is a land rush! Here’s an excerpt from the interview: Every investor has a…
- This Week’s Best Value Investing News (11/19/2021)This week’s best investing news: Is There Such a Thing as Good Taste? (Paul Graham) Understanding Systematic FX Strategies (Verdad) The Fasten Seat Belt Sign Just Lit Up (Felder…
There’s A Lot To Like About Elon MuskIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss There’s A Lot To Like About Elon Musk. Here’s an excerpt from the episode: Tobi…
This Acquirers Multiple Stock Appearing In Dalio, Grantham, 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…- Sir John Templeton: Buy On Bad NewsIn the book The Templeton Plan, Sir John Templeton discusses one of the stocks he bought when he famously bought 100 shares of each NYSE-listed company which was then selling fo…