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- Howard Marks: Why Follow Macro Forecasters Who Don’t Disclose Their Track Records?In his latest memo titled – Thinking About Macro, Howard Marks provides his thoughts on macro-investing, inflation, the Fed, and gold. On the subject of macro forecasters he say…
- Ken Fisher 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…
Popular Factors Underperform In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Popular Factors Underperform. Here’s an excerpt from the episode: Jake: The…- David Herro: Increased Volatility Is Great For Long-Term Value InvestorsIn his recent interview with Morningstar, David Herro discussed why increased volatility and price dislocation is great for long-term value investors. Here’s an excerpt from the…
- Stock In Focus – TAM Stock Screener – Dicks Sporting Goods Inc (NYSE: DKS)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…
- Value Investors Misunderstand LeverageIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Value Investors Misunderstand Leverage. Here’s an excerpt from the episode: B…
- This Week’s Best Value Investing News, Research, Podcasts 7/30/2021This week’s best investing news: Equity Investing in Inflationary Environments (Verdad) Low Demand, Low Supply, High Price Expectations (Epsilon Theory) What Drives Bond Yields?…
- Royce: Small Cap Quality Continues To OutperformIn his latest commentary titled – The Boring, But Timely, Case for Quality, Steve Lipper at Royce explains why small cap quality continues to outperform. Here’s an excerpt from …
- Wally Weitz: It’s Not Supposed To Be EasyIn his latest commentary titled – It’s Not Supposed To Be Easy, Wally Weitz uses one of Charlie Munger’s age-old quotes to explain the current investing environment. Here’s an e…
- Charles Munger: The Chinese Economy Will Continue To Dominate The U.SEarlier this year during the Daily Journal Annual Meeting, Charles Munger explained why the Chinese economy will continue to dominate the U.S economy. Here’s an excerpt from the…
- This Acquirers Multiple Stock Is Appearing In Dalio, Simons, Ainslie, 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 E28): Scott, Scurvy And The South Pole; El Farol Bar Problem; Misunderstood LeverageIn this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Value Investors Misunderstand Leverage Investing Lessons From Scot…
Why Foreign Investors Perform Well In ChinaDuring his recent interview on The Acquirers Podcast with Tobias, Vivek Viswanathan, portfolio manager of the Rayliant Quantamental China Fund discussed Why Foreign Investors Pe…- Rich Pzena: No One Believes Value Will Work Until it Already HasIn his recent Q2 2021 Earnings Call, Rich Pzena discussed the current climate for value investors saying, “Almost no one believes value will work until it already has”. Here’s a…
- 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…
What Can We Learn From Robinhood’s S1In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed What Can We Learn From Robinhood’s S1. Here’s an excerpt from the episode: To…- How China Cut-Off Short SellingDuring his recent interview on The Acquirers Podcast with Tobias, Vivek Viswanathan, portfolio manager of the Rayliant Quantamental China Fund discussed How China Cut-Off Short …
- David Einhorn: Value Stocks Are Starved Of CapitalIn his latest Q2 2021 shareholder letter, David Einhorn discussed why he believes inflation is not transitory saying, “we remain positioned on the other side, as there are and w…