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Li Lu Top 10 Holdings – Latest 13FOne 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 E42): Pzena Value And Quality; $TSLA, And NFT Bubble; And Cynefin FrameworkIn this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Pzena Value And Quality Cynefin: Four Frameworks Of Portfolio Mana…
Stock In Focus – TAM Stock Screener – Perdoceo Education Corp (NASDAQ: PRDO)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…
This Acquirers Multiple Stock Appearing In Marks, Simons, Grantham 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…- William Bernstein: Investors Need To Choose Between Entertainment Or Higher ReturnsIn his book – The Investor’s Manifesto, William Bernstein discusses why investors chase entertainment and excitement at the cost of higher returns. Here’s an excerpt from the bo…
- Bill Ackman: How To Hedge Against Outlier EventsIn his latest interview with AJ Bell, Bill Ackman discusses how to hedge against outlier events. Here’s an excerpt from the interview: Ackman: A subset of the strategy is lookin…
- This Week’s Best Value Investing News (11/05/2021)This week’s best investing news: Panic Series (Pt. VII) – 1873 (Jamie Catherwood) Bill Miller: An Investor’s Evolution (Part I) (Neckar) The Great Equalizer Part II: Evidence fr…
Pros & Cons For Dual-Class SharesIn their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discussed the Pros & Cons For Dual-Class Shares. Here’s an excerpt fro…- GMO: There’s Nothing More Frustrating Than Watching Your Neighbor Get RichIn their latest Q3 2021 Market Commentary, GMO discusses the frustration of watching your neighbor get rich. Here’s an excerpt from the letter: The end of the quarter is also a …
- Tweedy Browne: Rotation Towards Value Ongoing And SustainableIn their latest Q3 2021 Letter, Tweedy Browne says the rotation towards value is ongoing and sustainable. Here’s an excerpt from the letter: Since the vaccine announcements last…
- Charles Munger: How China Handles Booms Better Than AmericaIn his latest interview with CNN, Charles Munger discusses the Democrats’ plan to tax stock buybacks, which he says is ‘literally insane’, and why China handles booms better tha…
- Yen Liow – The Game Within The GameIn their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discussed Yen Liow – The Game Within The Game. Here’s an excerpt from …
- Brandes: Ben Graham’s Thoughts On The Role Of IntangiblesIn their latest letter titled – Value Is in the Eye of the Beholder, Brandes Investment discusses why value investing and the value factor are not the same, and Ben Graham’s tho…
- Charles Munger: You Don’t Have To Hire Out Your Thinking If You Keep It SimpleIn the 1994 Berkshire Hathaway Shareholder Meeting, Charles Munger discussed the idea of keeping your thinking simple. Here’s an excerpt from the meeting: WARREN BUFFETT: Some b…
- Aswath Damodaran: I Absolutely Despise The ESG Goodness CloakIn his latest presentation with CFA UK, Aswath Damodaran discussed his contempt for the ESG movement. Here’s an excerpt from the presentation: Many of you might be familiar with…
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…- Toxoplasmosis Makes You A Better InvestorIn their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discussed Toxoplasmosis Makes You A Better Investor. Here’s an excerpt…
- William Bernstein: The 4 Abilities That Every Successful Investor NeedsIn his book – The Investor’s Manifesto, William Berstein discussed the four abilities that every successful investor needs. Here’s an excerpt from the book: Successful investors…