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- James Montier: The Dangers Of DiversificationIn his book – Value Investing: Tools and Techniques for Intelligent Investment, James Montier discusses the dangers of diversification. Here’s an excerpt from the book: If relig…
Dan Loeb 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 E39): Value Cheap For A Reason? Late-Innings Complacency, Munger Buys More $BABAIn this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Value Is Cheap For A Reason Gamification Of Digital Advertising La…- Returns to Companies with Negative and Positive Cash Flow from Operations (Russell 3000 OCF TTM 0) January 1999 to October 2021Companies that generate cash flow from operations consistently outperform those that don’t, but not always. Since 1999 companies in the Russell 3000 that generate cash flow have…
Stock In Focus – TAM Stock Screener – Vale SA (NYSE: VALE)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…- Charles Munger: Bet Heavily When An Opportunity PresentsIn Tren Griffin’s Book – Charlie Munger: The Complete Investor, there’s a great quote by Munger on betting heavily when an opportunity presents in investing. Here’s an excerpt f…
- Peter Lynch: The Next 10-Bagger Is Staring You In The FaceIn his book – One Up On Wall Street, Peter Lynch discusses how 10-baggers are in plain sight, but for some reason investors like to invest in companies and industries they know …
- This Week’s Best Value Investing News, Research, Podcasts 10/15/2021This week’s best investing news: History of Sovereign Defaults & Debt Limits (Jamie Catherwood) Where Are We In The Market Cycle? (Felder) When Narrative Takes Flight (Epsilon T…
Today’s Cambrian Explosion Is Stifling CompetitionIn their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discussed Today’s Cambrian Explosion Is Stifling Competition. Here’s a…
More than half of U.S. growth stocks have negative earnings, says GMOGMO says more than half of U.S. growth stocks have negative earnings, yet growth has dramatically outperformed in the past few years. I ran the same test for all stocks in the U…
This Acquirers Multiple Stock Appearing In Simons, Greenblatt, Gabelli 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…- Rob Arnott: We May Never Again See A Better Opportunity To Buy Value StocksIn his recent article in the AFR Australia, Rob Arnott explains why we may never again see a better opportunity to buy value stocks. Here’s a excerpt from the article: We believ…
Chuck Royce: U.S Small Caps Set To Outperform U.S Large CapsIn the latest Q&A with Chuck Royce and Francis Gannon at Royce, Chuck Royce discusses why U.S small caps are positioned to outperform U.S large caps. Here’s an excerpt from the …
GMO: Making Money on Companies That Make No MoneyIn their latest market commentary titled – Making Money On Companies That Make No Money, GMO discuss the fact that today, 60% of the Growth stocks in the Russell 3000 Index make…- Most Of The Time You’re In A DrawdownIn their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discussed Most Of The Time You’re In A Drawdown. Here’s an excerpt fro…
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…- Warren Buffett: Most Major Acquisitions Don’t Make SenseIn his 1994 Shareholder Letter, Warren Buffett explained why most major acquisitions don’t make sense. Here’s an excerpt from the letter: The sad fact is that most major acquisi…
- Nassim Taleb: When I Don’t Have Skin In The Game, I Am Usually DumbIn his book – Skin In The Game, Nassim Taleb discusses the importance of having skin in the game, particularly as it relates to investing. Here’s an excerpt from the book: Let u…