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This Acquirers Multiple Stock Appearing In Grantham, Dalio, 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…
David Einhorn: Losing Money When You’re Holding High-Performing WinnersIn his latest Shareholder Letter, David Einhorn discusses the frustration associated with owning two of the companies in his portfolio, GRBK and BHF, that have performed above e…- Howard Marks: This Latest Cycle Was Like A Meteor Hitting Earth From Outer SpaceIn his latest interview at The Milken Institute Global Conference, Howard Marks described this latest cycle like a meteor hitting earth from outer space. Here’s an excerpt from …
- Daniel Kahneman: How Investors Can Make Significantly Better ‘Noise-Free’ DecisionsIn his latest book – Noise: A Flaw in Human Judgment, Daniel Kahneman provides a simple method that will help investors make significantly better ‘noise-free’ decisions. Here’s …
Even The Best Strategy Will Go Backwards SometimesIn their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discussed Even The Best Strategy Will Go Backwards Sometimes. Here’s a…
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…
Pzena: The Opportunity In Value Stocks Is CompellingIn their latest Q3 2021 Market Commentary, Pzena discuss the compelling opportunity in value stocks. Here’s an excerpt from the commentary: We have argued for some time that the…- Bill Miller: Forget The Headlines And Focus On StocksIn his latest and final market commentary, Bill Miller discusses why investors should forget headlines and focus on stocks. Here’s an excerpt from the commentary: When I am aske…
- Peter Lynch: Invest In Small-Cap Stocks, If You Have The StomachIn his book – Learn to Earn, Peter Lynch discusses why you should invest in small-cap stocks instead of large-cap. Here’s an excerpt from the book: Over time, it’s been more pro…
- Late Innings ComplacencyIn their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discussed Late Innings Complacency. Here’s an excerpt from the episode…
- Daniel Kahneman: The Illusion Of Skill In InvestingIn Daniel Kahneman’s book – Thinking Fast and Slow, he provides some research that exposes the illusion of skill in investing. Here’s an excerpt from the book: Some years ago I …
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…- Jim Chanos: China’s “Leveraged Prosperity” Model is DoomedIn this interview with the Institute For New Economic Thinking, Jim Chanos discusses all things China, Evergrande, and China’s doomed leverage prosperity model. Here’s an excerp…
Aswath Damodaran: Humility Is The Single Most Important Characteristic You Need To Be A Successful InvestorIn his latest webinar titled – The Illusion of Smart Money, Aswath Damodaran says that humility is the single most important characteristic you need to be a successful investor.…- Stanley Druckenmiller: There’s Less Than A Handful Of People That Can ‘Pull The Trigger’ When It’s All On The LineIn Michael Kaufman’s book – Soros: The Life and Times of a Messianic Billionaire, there’s a great passage on Stanley Druckenmiller in which he discusses that there is less than …
- Gamification Of Digital AdvertisingIn their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discussed the Gamification Of Digital Advertising. As businesses conti…
- Howard Marks: The Impact Of Investor Psychology On MarketsIn Howard Marks’ Book – Mastering The Market Cycle, he provides some great statistical data that shows just how much investor psychology impacts markets. Here’s an excerpt from …
- Rich Pzena: Earnings Growth Rates Higher For Value Stocks Than Growth Stocks Next Two YearsIn his recent interview on ValueWalk, Rich Pzena discussed why earnings growth rates are higher for value stocks than growth stocks for the next two years. Here’s an excerpt fro…