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- Charlie Munger: The Difficulty With Ordinary People Becoming Great InvestorsIn his recent 2021 Daily Journal Annual Meeting, Charlie Munger discussed his thoughts on ordinary people becoming great investors. Here’s an excerpt from the meeting: Question:…
- 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…
Morality In InvestingDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Morality In Investing. Here’s an excerpt from the episode: Bill: Yeah, I …
That Bet With BuffettIn his recent interview with Tobias, Ted Seides from the Capital Allocators Podcast discussed That Bet With Buffett. Here’s an excerpt from the interview: Ted: That was it. We’r…- John Malone: I’m Not A Stock PickerIn his recent interview on the KindredCast Podcast, John Malone discussed a number of topics including why he doesn’t consider himself a stock picker. Here’s an excerpt from the…
Warren Buffett: “I’ll Pay You $10,000 For Your Dog By Giving You Two Of My $5,000 Cats”)In his most recent Berkshire Hathaway 2020 Annual Report, Warren Buffett discussed a number of topics including why Berkshire is different to the prototype conglomerate, and the…- Seth Klarman 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.104) The Acquirers Podcast: Ted Seides – Capital Allocator: Investing In Hedge Funds And The Bet With BuffettIn this episode of The Acquirers Podcast Tobias chats with Ted Seides from the Capital Allocators podcast. He’s also written a brand-new book called Capital Allocators. During t…
- Stock In Focus – TAM Stock Screener – AmerisourceBergen Corp. (NYSE: ABC)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…
- HeLa CellsDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed HeLa Cells. Here’s an excerpt from the episode: Jake: [chuckles] All righ…
- Ken Fisher: Don’t Mistake A Company’s Current Valuation As A Predictor Of Its Price In The FutureIn his latest commentary on whether technology stocks are overvalued, Ken Fisher says that investors should flip their PE’s into EP’s to get a better understanding of their true…
- This Week’s Best Value Investing News, Research, Podcasts 2/26/2021Here’s a list of this week’s best investing news: Charlie Munger Speaks At The DJCO Annual Meeting (Yahoo Finance) Technology & The Financial Printing Press (Jamie Catherwood) E…
- Acquirer’s Multiple Stock $CAH Appearing In Dalio, Pzena, 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…
- VALUE: After Hours (S03 E07): HeLa Cells, Energy, Inflation And Morality In InvestingIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: HeLa Cells Morality In Investing Buffett’s Energy Bets Inflation Fears Is $MO Worse…
The Math On $TSLA Doesn’t Add UpIn his recent interview with Tobias, Drew Dickson of Albert Bridge. discussed The Math On $TSLA Doesn’t Add Up. Here’s an excerpt from the interview: Mine is it would keep me aw…- Charlie Munger: DJCO Meeting – Value Investing Will Never Go Out Of FavorIn his recent Daily Journal shareholder meeting, Charles Munger discussed a number of topics including Robinhood, SPACs, Bitcoin, market speculation, interest rates, and why val…
- Broyhill: Value Investing Is A Decent Bet In A World Full Of Bad BetsIn their latest Q4 2020 letter to investors, Broyhill provide some great quotes from Sam Zell and discuss why they believe value investing is a decent bet in a world full of bad…
- 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…