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- Bill Nygren: Chasing Short Term Profits At The Expense Of StakeholdersIn his latest Q3 2021 Market Commentary, Bill Nygren discusses the problem with companies chasing short-term profits at the expense of stakeholders. Here’s an excerpt from the c…
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…
John Malone’s Compensation PhilosophyIn their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Mike Mitchell, and Tobias Carlisle discussed John Malone’s Compensation Philosophy. Here’s an excerpt fro…- Terry Smith: How To Ensure Share BuyBacks Add Value For ShareholdersIn his book, Investing For Growth, Terry Smith discusses how to ensure share buybacks add value for shareholders. Here’s an excerpt from the book: Simply by executing a share bu…
- Weitz: Build A Portfolio Where Each Position Is Significant Enough To Matter, Yet None Can Individually Make Or Break Your ResultsIn their latest Q3 2021 Market Commentary, Weitz Investment says build a portfolio where each position is significant enough to matter, yet none can individually make or break y…
- David Einhorn: Make Sensible Investments In Companies Based On Earnings, Cashflows, And Assets, And Not On Top Line Story StocksIn his recent interview with CNBC, David Einhorn recommended investors make sensible investments in companies based on their earnings, cashflows, and assets, and not in top line…
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…- Munger’s View On InflationIn their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Mike Mitchell, and Tobias Carlisle discussed Munger’s View On Inflation. Here’s an excerpt from the episo…
- Michael Burry: Look For Value Stocks That Have Been Going Sideways For Some TimeIn this discussion on the Silicon Investor Forum, Michael Burry says he looks for value stocks that have been going sideways for quite some time. Here’s an excerpt from the disc…
- David Tepper: There Are No Great Asset Classes Right Now!In his latest interview on CNBC, David Tepper says there are no great asset classes right now. Here’s an excerpt from the interview: I don’t think there’s any great asset classe…
Joel Greenblatt 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 E40): Inflation And Value By Decade, Small Caps And Interest Rates, And Wu WeiIn this episode of the VALUE: After Hours Podcast, Jake Taylor, Mike Mitchell, and Tobias Carlisle chat about: Munger’s View On Inflation John Malone’s Compensation Theory The F…
- Michael Mauboussin: How To Use The Expectations Investing ProcessIn their book – Expectations Investing: Reading Stock Prices for Better Returns, Michael Mauboussin and Alfred Rappaport discuss how to use the expectations investing process. H…
Stock In Focus – TAM Stock Screener – West Fraser Timber Co. Ltd. (NYSE: WFG)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…
Munger Doubles Down On BABAIn their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discussed Munger Doubles Down On BABA. Here’s an excerpt from the epis…- Charles Munger: Knowing The Limits Of Your Knowledge Will Help You SurviveIn Tren Griffin’s Book – Charlie Munger: The Complete Investor, there’s a great quote by Munger on knowing the limits of your knowledge. Here’s an excerpt from the book: Confuci…
- Terry Smith: Investing Lessons From The Tour de FranceIn his book – Investing For Growth, Terry Smith discusses investing lessons from the Tour de France. Here’s an excerpt from the book: Searching for an investment strategy or fun…
- This Week’s Best Value Investing News (10/22/2021)This week’s best investing news: Panic Series (Pt. V) – 1857 (Jamie Catherwood) Understanding the Spike in Oil Prices (Verdad) Building For The Growing 50% (Collaborative Fund) …