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Page 280
- Sir John Templeton: Buy When Things Look DarkestIn Sir John Templeton’s paper – 16 Rules For Investment Success, he discusses why the best time to buy is when things look darkest. Here’s an excerpt from the paper: Of course, …
Inverse Performance Between Quality & ValueIn their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discussed the Inverse Performance Between Quality & Value. Here’s an e…
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…- Joel Greenblatt: The Optimum Number Of Positions To Hold In Your PortfolioIn his book – You Can Be A Stock Market Genius, Joel Greenblatt discusses the optimum number of positions to hold in your portfolio. Here’s an excerpt from the book: The strateg…
- Terry Smith: Investors Should Reconsider Using The Bond Rate As A Base Rate For ReturnsAt a recent event organised by Jupiter Asset Management, Terry Smith suggests investors should reconsider using the bond rate as a base rate for returns. Here’s an excerpt from …
- Seth Klarman: Madness of Crowds Creates Opportunities For Value InvestorsIn his book – Margin of Safety, Seth Klarman discusses how the madness of crowds creates opportunities for value investors. Here’s an excerpt from the book: A second important r…
- Adopting Kaufman’s Win-Win Approach To InvestingIn their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discussed Adopting Kaufman’s Win-Win Approach To Investing. Here’s an …
- Michael Mauboussin: Reclassifying Cash Flow Items Provides Investors With Greater InsightsIn his latest paper titled – Categorizing for Clarity, Michael Mauboussin shows how reclassifying certain items in the cash flow statement can substantially improve the descript…
- Jeremy Grantham: Value Stocks Outside The U.S Will Have A Positive Return Over The Next 10 YearsIn his recent interview on CNBC, Jeremy Grantham discusses what to own in a broad overpriced world, which includes value stocks outside the U.S. Here’s an excerpt from the inter…
Charles Munger Top 10 Holdings (Q3 2021) – Increased Stake In (NYSE: BABA)One 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 E38): Drawdowns, How Does Quality Work? And Love And MeditationIn this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Adopting Kaufman’s Win-Win Approach To Investing How Does Quality …
Stock In Focus – TAM Stock Screener – Louisiana-Pacific Corporation (NYSE: LPX)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 Week’s Best Value Investing News, Research, Podcasts 10/8/2021This week’s best investing news: How Does Quality Work? (Verdad) Betting the House (Humble Dollar) Nature Shows How This All Works (Collaborative Fund) What is Your Investment E…
Using Kahneman’s Advice On An ‘Outside View’In their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discussed Using Kahneman’s Advice On An ‘Outside View’. Here’s an exce…- David Einhorn: Apathetic Investors In Today’s MarketIn his recent interview on Real Vision, David Einhorn discussed apathetic investors in today’s market. Here’s an excerpt from the interview: DAVID EINHORN: Well, I don’t, look, …
- How Warren Buffett Consistently Borrowed Money At Rates Lower Than The US GovernmentIn Chris Mayer’s Book – 100 Baggers, he explains how Warren Buffett consistently borrowed money at rates lower than the US government. Here’s an excerpt from the book: Along wit…
This Acquirers Multiple Stock Appearing In Gabelli, Simons, Tudor-Jones 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…- Terry Smith: CEOs Are Better Investors Than Most Fund ManagersIn this article by Trustnet, Terry Smith explains why CEOs have one major advantage over most fund managers. Here’s an excerpt from the article: The Fundsmith Equity manager say…