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Howard Marks: The Investor’s Dilemma: Emotion, Uncertainty, and the Path ForwardInvesting, at its core, is not just about financial analysis or understanding market trends—it’s about managing emotions. As Howard Marks aptly put it during a fireside chat at …
One Stock Superinvestors Are Loading Up OnAs 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…
Tech Dominance Is Breaking the Market CycleDuring their recent episode, Taylor, Carlisle, and Michael Gayed discussed Tech Dominance Is Breaking the Market Cycle. Here’s an excerpt from the episode: Michael: No, no, that…
Warren Buffett: The Cinderella Syndrome in InvestingIn his 2000 Berkshire Hathaway Annual Letter, Warren Buffett warned investors about the dangers of speculation and irrational exuberance. Reflecting on the market mania of the l…
Terry Smith: The Cornerstone of Smart InvestingIn his latest interview with the RWH Podcast, renowned investor Terry Smith reinforced a principle that too many investors ignore: return on capital employed (ROCE). As legendar…
Guy Spier – Top 10 Holdings – Latest 13FOne 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…- VALUE: After Hours (S07 E05): Michael Gayed on Leading and Lagging Indicators, Small Caps, Inflation, Big TechIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Michael Gayed discuss: Tech Dominance Is Breaking the Market Cycle Are Markets Just …
Deere & Co (DE) DCF Valuation: Is The Stock Undervalued?As part of a new series, each week we typically conduct a DCF on one of the companies in our screens. This week we thought we’d take a look at one of the stocks that is not curr…
Weekly Investing Roundup – News, Podcasts, Interviews (02/07/2025)This week’s best investing news: Howard Marks: The Idea That the Market Is Always Right Is Crazy (The Market) How DOGE and Trump Can Solve America’s Debt Crisis: Ray Dalio Expla…
FutureFuel Corp (FF): Is This Deeply Undervalued Stock a Hidden Gem?As part of our ongoing series here at The Acquirer’s Multiple, each week we focus on one of the stocks from our Stock Screeners, and why it’s possibly a deeply undervalued gem. …
Decision Making: Rationality vs. IntuitionDuring their recent episode, Taylor, Carlisle, and Alex Morris discussed Decision Making: Rationality vs. Intuition. Here’s an excerpt from the episode: Jake: Yes. Let’s feast o…
Jim Chanos on AI, Revenue Multiples, and the Next Big DisruptionIn this interview with Bloomberg, Jim Chanos discusses the risks of investing in disruptive technologies like AI, emphasizing that such technologies can themselves be disrupted …
Howard Marks: Is Now the Time to Exit the Market?In this interview with The Market, Howard Marks suggests that stocks are currently overvalued by 20-30%, with a 60-65% probability the market will be lower in a year. However, t…
10 Worst Performing Large-Caps Last 12 MonthsOver the past twelve months ten Large-Cap stocks have underperformed all others. Here’s this week’s top 10 worst performing Large-Caps in the last twelve months: Name 1 Year Pri…
Which Superinvestors Hold Acquirer’s Multiple Stocks?Part 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…- Berkshire’s Capital Charge PhilosophyDuring their recent episode, Taylor, Carlisle, and Alex Morris discussed Berkshire’s Capital Charge Philosophy. Here’s an excerpt from the episode: Tobias: It’s so different to …
Mohnish Pabrai: How the Kelly Formula Can Improve Your Financial StrategyIn his book The Dhandho Investor, Mohnish Pabrai discusses the Kelly Formula, a strategy for determining the optimal fraction of a bankroll to bet on favorable odds. Using examp…
Warren Buffett: Why Opportunities Abound In This Changing WorldIn the 2023 Berkshire Hathaway Annual Meeting, Warren Buffett argues that opportunities in investing remain abundant, driven by others making poor decisions. He reflects on how …