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Page 285
This Acquirers Multiple Stock Is Appearing In Dalio, Cohen, Simons 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…
VALUE: After Hours (S03 E34): Mass Extinctions, GMO’s Value vs Growth Letter, And Grantham’s Bubble CallIn this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Mass Extinctions Grantham’s Everything Bubble GMO’s Value vs Growt…
Using AI To Decipher FootnotesDuring their recent interview on The Acquirers Podcast with Tobias, David Trainer, CEO of New Constructs discussed Using AI To Decipher Footnotes. Here’s an excerpt from the int…
Advisor Perspectives: Most Investment Pros Can’t Beat The MarketIn his latest article titled – The Suckers At The Investment Table, Larry Swedroe discusses new research that shows most professional investors can’t beat the market. Here’s an …- Smead Capital: The McNealy ProblemIn his latest paper titled – The McNealy Problem, Cole Smead at Smead Capital tests Scott McNealy’s thesis regarding the euphoria surrounding Sun Microsystems, using a modern da…
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…
The Impact Of China’s Widening CrackdownIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Impact Of China’s Widening Crackdown. Here’s an excerpt from the episode:…- The New Value FactorDuring his recent interview on The Acquirers Podcast with Tobias, David Trainer, CEO of New Constructs discussed The New Value Factor. Here’s an excerpt from the interview: Tobi…
- Rob Arnott: You Need Courage To Invest In Value StocksIn his recent interview on WealthTrack, Rob Arnott discussed the courage needed to invest in value stocks. Here’s an excerpt from the interview: Arnott: With value investing you…
- Against The Gods: The Theory Police & When It Really CountsIn Peter Bernstein’s classic investing book – Against The Gods, he discusses how the abundance of market irrationality actually makes the market appear rational. Here’s an excer…
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…- Companies That Tell The Truth OutperformDuring their recent interview on The Acquirers Podcast with Tobias, David Trainer, CEO of New Constructs discussed Companies That Tell The Truth Outperform. Here’s an excerpt fr…
- Memetics – How Peter Thiel Turned $500K Into $1 Billion+In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Memetics – How Peter Thiel Turned $500K Into $1 Billion+. Here’s an excerpt f…
- Howard Marks: There Are No Sure Things In InvestingIn his recent interview on The Investors Podcast, Howard Marks discussed comparisons between the Nifty 50 and the FAANG stocks of today, and why there are no sure things in inve…
Bill Ackman Top 10 Holdings (Q2 2021)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…- Aswath Damodaran: Value Investors Should Consider Young Growth Money Losing CompaniesIn his recent interview on Business Today, Aswath Damodaran discussed why value investors should consider young growth money losing companies at the right price. Here’s an excer…
- (Ep.128) The Acquirers Podcast: David Trainer – Core Earnings, New Data On Excess Alpha From Earnings DistortionsIn this episode of The Acquirers Podcast, Tobias chats with David Trainer, CEO of New Constructs. During the interview David provided some great insights into: Truth Stocks Earn…
- Aswath Damodaran: When Someone Tells You The Market’s Expensive, Check Out Their AgeIn this interview with Nirmal Bang, Aswath Damodaran recommends that when someone tells you the market’s expensive, you should check out their age. Here’s an excerpt from the in…