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- 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…
The Real Cause Of The Lumber SpikeIn their recent episode of the VALUE: After Hours Podcast, Taylor, Mitchell, and Carlisle discussed The Real Cause Of The Lumber Spike. Here’s an excerpt from the episode: Micha…- Francis Chou: Buy Companies Where Intrinsic Value Is Growing, Rather Than Just Buying Below Intrinsic ValueIn his recent interview on the Ivey Business School 2021 Virtual Seminar, Francis Chou discussed the importance of buying companies where the intrinsic value is growing, rather …
- This Week’s Best Value Investing News, Research, Podcasts 8/6/2021This week’s best investing news: Inflation, Monetary Policy & Pandemics (Jamie Catherwood) What’s the point of hedge funds? (Verdad) Other People’s Mistakes (Collaborative Fund)…
- This Acquirers Multiple Stock Is Appearing In Ainslie, Druckenmiller, 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…
- Richard Thaler: Your Returns Are Not As Good As You Think They AreIn his recent interview on The Meb Faber Podcast, Richard Thaler explained why investment returns are not as good as you think they are, unless they are being risk-adjusted in s…
- Tweedy Browne: Rotation To Value Will ContinueIn their latest Q2 2021 Market Commentary, Tweedy Browne says that the rotation to value is set to continue. Here’s an excerpt from the commentary: Looking forward, the question…
- VALUE: After Hours (S03 E29): Lumber; Einhorn’s Greenlight Letter; 17.5% Yearly Return ExpectationsIn this episode of the VALUE: After Hours Podcast, Jake Taylor, Mike Mitchell, and Tobias Carlisle chat about: The Real Cause Of The Lumber Spike David Einhorn’s Q2 2021 Letter …
- One Stock Superinvestors Are Buying Or HoldingAs 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…
- Michael Mauboussin: Everything Is a DCF ModelIn his latest paper titled – Everything Is A DCF Model, Michael Mauboussin discusses DCF models, and why they still remain relevant today. Here’s an excerpt from the paper: A Ma…
- Prem Watsa: Only In The Stockmarket Can You Get These Unbelievable ValuationsIn his recent interview on the Delphi Economic Forum, Prem Watsa discussed the two-tier economy and high-tech valuations. Here’s an excerpt from the interview: So the two-tier m…
The El Farol Bar ProblemIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The El Farol Bar Problem. Here’s an excerpt from the episode: Jake: This is t…- 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…
GMO: Japan Value And Small Cap Value Stocks Are CheapIn their latest paper titled – JAPAN VALUE An Island of Potential in a Sea of Expensive Assets, GMO explain why Japanese value and small cap value stocks are cheap. Here’s an ex…- Joel Greenblatt: Forget All The Verbiage Around Value InvestingIn his latest interview on the Finance Simplified Podcast, Joel Greenblatt discusses how he simplifies his valuation process, despite all the verbiage around value investing. He…
- Investing Lessons From Scott, Scurvy & Vitamin CIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Investing Lessons From Scott, Scurvy & Vitamin C. Here’s an excerpt from the …
- Michael Burry: Special-Issue Intelligent InvestingIn his 2001 Shareholder Letter, Michael Burry discussed his “special-issue intelligent investing” strategy. Here’s an excerpt from the letter: When I stand on my special-issue “…
- Alta Fox: Creating A “Wall Of Fame” Of Ultra Successful Value CreatorsIn his latest Q2 2021 Market Commentary, Connor Haley explains why Alta Fox is creating a “Wall of Fame” that will include ultra-successful value creators. Here’s an excerpt fro…