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- This Week’s Best Value Investing News (11/12/2021)This week’s best investing news: Are We Panicking Yet? (Jamie Catherwood) Berkshire Hathaway’s Fate After Buffett Up To Its Board Members (Validea) Whatever Happened to FX? (Ver…
The Anti-Factor YearIn this recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discuss The Anti-Factor Year. Here’s an excerpt from the episode: Tobia…
This Acquirers Multiple Stock Appearing In Ainslie, 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…- Aswath Damodaran: Developing The ‘Right’ Investing Philosophy For YouIn his book – Investment Philosophies: Successful Strategies and the Investors Who Made Them Work, Aswath Damodaran discusses how to develop the right investing philosophy for y…
- Charles Munger: Pay More Attention To Your FailuresIn the book – Seeking Wisdom: From Darwin to Munger, Charles Munger discusses the point that we should pay more attention to our failures. Here’s an excerpt from the book: It is…
- Warren Buffett: Growth Can Have Both A Positive And Negative Impact For The InvestorIn his 1992 Berkshire Hathaway Letter, Warren Buffett explained that growth can have both a positive and negative impact for the investor. Here’s an excerpt from the letter: Sim…
- Bessembinder’s Lessons For Finding OutliersIn this recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discuss Bessembinder’s Lessons For Finding Outliers. Here’s an excerpt …
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…- Burton Malkiel: Risk Tolerance – What’s Your Sleeping Point?In his book – A Random Walk Down Wall Street, Burton Malkiel discusses the investor’s risk tolerance using what calls the ‘sleeping point’. Here’s an excerpt from the book: Dete…
- James Montier: Growth Stocks Are The Attractive Defendants Of The Finance WorldIn his book – Value Investing: Tools and Techniques for Intelligent Investment, James Montier provides a great illustration of the human bias towards growth/glamour stocks. Here…
- The Cynefin Portfolio FrameworkIn this recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discuss The Cynefin Portfolio Framework. Here’s an excerpt from the epi…
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…
Rob Arnott: Now Is One Of The Best Times Historically To Buy ValueIn his recent keynote at The Morningstar Investment Conference, Rob Arnott explained why now is one of the best times historically to buy value stocks. Here’s an excerpt from th…- Bill Nygren: How To Pick The Winners In A Disruptive WorldIn his recent conversation at The Morningstar Investment Conference, Bill Nygren discussed a number of topics including how to pick the winners in a disruptive world. Here’s an …
- Tom Gayner: If Your Stock Is A Rolling Train, Don’t Get Off!In his recent interview with Barry Ritholz, Tom Gayner discussed the idea of not selling your winners. Here’s an excerpt from the interview: RITHOLTZ: So there are two data poin…
Value Stocks Better Than The MarketIn this recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discuss Value Stocks Better Than The Market. Here’s an excerpt from the…- Michael Mauboussin: How To Calculate The Present Value Of An InvestmentIn his book Expectations Investing, Michael Mauboussin provides a simple explanation of how to calculate the present value of an investment. Here’s an excerpt from the book: We …
- Warren Buffett: Why We Continue To Hold Businesses That Are UnprofitableDuring the 2014 Berkshire Hathaway Annual Meeting, Warren Buffett explained why he continues to hold businesses that are unprofitable. Here’s an excerpt from the meeting: Q. Ber…