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- Chris Mayer: How Do Companies Survive For 100 Years?In his latest article titled – The Century Club, Woodlock House’s Chris Mayer discusses how companies survive for one hundred years. Here’s an excerpt from the article: So, we s…
- 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…
Options Are DangerousIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Options Are Dangerous. Here’s an excerpt from the episode: Tobias: I think if…
Bill Miller: Stoic Investing ComebackDuring his recent interview on The Acquirers Podcast with Tobias, William Green, author of Richer, Wiser, Happier: How the World’s Greatest Investors Win in Markets and Life dis…- Wally Weitz: Value Investing Will Always Work Because Humans Let Their Emotions Drive What They DoIn his latest interview on Asset TV, Wally Weitz discussed why value investing will always work because humans let their emotions drive what they do. Here’s an excerpt from the …
- 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…
Cheap Company Buy-BacksIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Cheap Company Buy-Backs. Here’s an excerpt from the episode: Bill: Man, I’m t…
Great Investors Avoid Catastrophic LossDuring his recent interview on The Acquirers Podcast with Tobias, William Green, author of Richer, Wiser, Happier: How the World’s Greatest Investors Win in Markets and Life dis…- Horizon Kinetics: The Magic Formula Works But No-One Uses ItIn their latest Q1 2021 Market Commentary, Horizon Kinetics have a great section titled – Subjective Considerations and Why Almost No One Uses the Magic Formula. It provides a g…
- Joel Greenblatt: I’m Excited About The Value ‘Opportunity Set’ Going ForwardIn his latest value investing masterclass with Rich Pzena, Gotham’s Joel Greenblatt provided some statistics on why he’s excited about value as an ‘opportunity set’ going forwar…
- Mark Leonard: Good Companies Are Not Always Great StocksIn his 2015 Shareholder Letter, Constellation’s Mark Leonard provided a great illustration, using (JKHY) Jack Henry & Associates Inc, of why good companies are not always great …
- David Poppe: Investing Is A Bit Like Pro SportsIn his latest letter to shareholders, Giverny’s David Poppe explained why investing is a bit like pro sports such as the ones listed on 먹튀사이트. Here’s an excerpt from the letter:…
- Howard Marks’ Top 10 Holdings (Q4 2020)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…
(Ep.111) The Acquirers Podcast: William Green – Richer, Wiser, Happier: Life Lessons From Twenty-Five Years Of Interviews With The World’s Greatest InvestorsIn this episode of The Acquirers Podcast, Tobias chats with William Green, author of Richer, Wiser, Happier: How the World’s Greatest Investors Win in Markets and Life. During t…- Acquirer’s Multiple Stock $PHM Appearing In Grantham, Royce, Greenblatt 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…
The Cheetah BottleneckIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Cheetah Bottleneck. Here’s an excerpt from the episode: Jake: All right, …- This Week’s Best Value Investing News, Research, Podcasts 4/23/2021Here’s a list of this week’s best investing news: Berkshire Hathaway Annual Meeting 2021 (ValueWalk) Inflated Fears (Jamie Catherwood) Testing a Countercyclical Approach to Asse…
VALUE: After Hours (S03 E15): Ballantyne $BTN, Cheetahs, Options and Quiet, Expensive MarketsIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Ballantyne $BTN The Cheetah Bottleneck Cheap Company Buy-Backs Investing In Lumber …