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Stock In Focus – TAM Stock Screener – Industrias Bachoco, S.A.B. de C.V. (NYSE: IBA)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…
Mauboussin – Turn And Face The StrangeIn their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discussed Mauboussin – Turn And Face The Strange. Here’s an excerpt fr…- This Week’s Best Value Investing News, Research, Podcasts 10/1/2021This week’s best investing news: Billionaire Charlie Munger’s Timely Apartment Bet Began With Hebrew Bible (Bloomberg) Panic Selling More Likely Among Older Men (Validea) The Ef…
This Acquirers Multiple Stock Is Appearing In Dalio, Grantham, Gayner 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…- Brandes Investment: Technologies May Change: Investing Fundamentals Don’tIn their latest article titled – Dangerous Thinking: This Time Is Different, Brandes Investment Partners discusses the danger in thinking that this time is different due to chan…
- Charlie Munger: There Are Many Ways To Succeed In InvestingDuring this Berkshire Hathaway Annual Meeting, Charles Munger explains why the investment world is full of people who are succeeding based on quite different sorts of talent. He…
- VALUE: After Hours (S03 E36): China; $BABA; Evergrande; $AAPL Losing Innovation; Mauboussin StrangeIn this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Mauboussin Strange Western Media Bias On China Charlie’s Right On …
The Mark-To-Market Fallacy In Private EquityDuring their recent interview on The Acquirers Podcast with Tobias, Jeffrey C. Hooke, finance professor and author of The Myth of Private Equity discussed The Mark-To-Market Fal…- Explosion In Retail Trading AccountsIn their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discussed the Explosion In Retail Trading Accounts. Here’s an excerpt …
- Mark Yusko: Markets Are Broken! You Would Have To Live 111 Years To Get A 10% ReturnIn his latest discussion on The Blockworks Podcast, Mark Yusko explains how we’ve broken the markets. Here’s an excerpt from the discussion: Yusko: We’ve broken the markets. The…
Terry Smith: 6 Criteria For Finding Exceptional BusinessesFundsmith has just released its latest factsheet in which Terry Smith outlines his six criteria for finding exceptional businesses. Also included is the optimum number of stocks…
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…
Is Groupthink Impacting Your Results?In their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discussed Is Groupthink Impacting Your Results? Here’s an excerpt from…- The 3 Pillars Of Private Equity That Hurt InvestorsDuring their recent interview on The Acquirers Podcast with Tobias, Jeffrey C. Hooke, finance professor and author of The Myth of Private Equity discussed The 3 Pillars Of Priva…
Warren Buffett: All Earnings Are Not Created EqualIn his 1984 Shareholder Letter, Warren Buffett discussed his dividend policy and why all earnings are not created equal. Here’s an excerpt from the letter: Dividend policy is of…
Rich Pzena: Why Returns Deteriorate As You GrowIn his recent interview on the ValueWalk Podcast, Rich Pzena discusses why returns deteriorate as you grow. Here’s an excerpt from the interview: This is one of those businesses…- Rob Arnott: Value Stocks Only Asset Class Likely To Generate 5%–10% Real Return Over Coming DecadeIn his latest article titled – Did I Miss The Value Turn?, Rob Arnott and associates discuss whether the recent value rebound, cresting in May, is over or is the start of a bigg…
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…