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- Dan Loeb: Avoid Taking Positions Against Companies With Large Short PositionsIn his latest Q4 2020 Investor Letter, Dan Loeb discussed why investors should avoid taking positions against companies with large short interests. Here’s an excerpt from the le…
- 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…
Value Is The DriverWhen it comes to investing and making informed decisions, having the right guidance and insights can be crucial. Just like navigating the complex world of finance, safe driver D…
Working With Michael PriceDuring his recent interview with Tobias, Michael Mitchell, who is IgnoreNarrative on Twitter discussed Working With Michael Price. Here’s an excerpt from the interview: Tobias: …- Guy Spier: Value Investing Will Never DieIn his recent interview with Kiana Danial, Guy Spier discusses why value investing, or as he puts it, intelligent investing, will never die. Here’s an excerpt from the interview…
- 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…
- $GME And Wall Street Bets During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed $GME And Wall Street Bets. Here’s an excerpt from the episode: Bill: I’…
- Paying A Low Multiple For Cashflows Is The Right ChoiceDuring his recent interview with Tobias, Michael Mitchell, who is IgnoreNarrative on Twitter discussed why Paying A Low Multiple For Cashflows Is The Right Choice. Here’s an exc…
- Michael Mauboussin: Animating Mr MarketSome years ago, Michael Mauboussin wrote a paper titled Animating Mr Market, in which he discussed Ben Graham’s Mr Market metaphor saying, “One way to animate Mr. Market is to c…
- Tom Gayner 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…
- Ron Baron: #neversell – Holding Stocks For 30 YearsIn his recent interview on The Masters in Business Podcast, Ron Baron discusses his neversell strategy that has seen him hold successful companies for more than 30 years. Here’s…
- (Ep.101) The Acquirers Podcast: Michael Mitchell – No Narrative: Deep Value, Special Situations, Working With Michael PriceIn this episode of The Acquirers Podcast Tobias chats with Michael Mitchell. He’s IgnoreNarrative on Twitter, and a former partner in a hedge fund. During the interview Michael …
- Stock In Focus – TAM Stock Screener – PulteGroup, Inc. (NYSE: PHM)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…
- Gored BullfightersDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Gored Bullfighters. Here’s an excerpt from the episode: Jake: Yeah, I’ve …
- This Week’s Best Value Investing News, Research, Podcasts 2/05/2021Here’s a list of this week’s best investing news: Speculation & The Underdog (Jamie Catherwood) Hunger Games (Epsilon Theory) The Best-Case Outcomes Are Statistical Outliers (Fa…
- Stanley Druckenmiller: How To Avoid Down YearsAs part of his latest interview on Talks at GS, Stanley Druckenmiller discussed how he has avoided down years. Here’s an excerpt from the interview: Tony Pasquariello: I’d like …
- Acquirer’s Multiple Stock $BIIB Appearing In Buffett, Simons, 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…
Valuing ThriftsDuring his recent interview with Tobias, Jim Royal Ph D, the author of The Zen of Thrift Conversions: How To Turn Hidden Bank Stocks Into Big Gains, discussed Valuing Thrifts. H…