Blog
Page 82
One Stock That Superinvestors Are Dumping: Is It Time to Sell?As 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…
Apple: Buffett’s Greatest Trade?During their recent episode, Taylor, Carlisle, and Alex Morris discussed Apple: Buffett’s Greatest Trade? Here’s an excerpt from the episode: Alex: Yeah. I think the kicker on t…
Phil Fisher: The Danger of “Breaking Even” MindsetIn his book – Common Stocks and Uncommon Profits and Other Writings, Phil Fisher discusses the psychological challenge of handling investment mistakes, emphasizing the role of e…
Warren Buffett’s Warning: Why Popular Opinion Doesn’t Equal Sound InvestingIn his 1962 Buffett Partnership Letter, Warren Buffett reflects on conservative investing, cautioning against blindly following conventional methods. He notes that buying long-t…
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…- Buffett’s PetroChina InvestmentDuring their recent episode, Taylor, Carlisle, and Alex Morris discussed Buffett’s PetroChina Investment. Here’s an excerpt from the episode: Tobias: I remember PetroChina being…
Peter Lynch: What Truly Separates Good Investors from the MediocreIn his book – Learn to Earn, Peter Lynch explains that a twenty-year investment horizon is ideal for stock market success, allowing time to recover from downturns and accumulate…
Invest Like Howard Marks: Don’t Chase InvestmentsIn his book – The Most Important Thing, Howard Marks discusses the importance of patience and opportunism in investing. Instead of chasing investments, he advises waiting for ba…
Donald Yacktman – 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 E04):Alex Morris on Buffett and Munger Unscripted, $MSFT, $META, $GOOG, $AAPL Big Tech Cap ExIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Alex Morris discuss: Alex Morris and Buffett & Munger Unscripted Warren Buffett’s In…
Costco Wholesale Corp (COST) 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 (01/31/2025)This week’s best investing news: How Oaktree’s Howard Marks Spots a Market Bubble (Bloomberg) Ray Dalio | The All-In Interview (All In) Cathie Wood on DeepSeek, Nvidia, Stock Pi…
Signet Jewelers Ltd (SIG): 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. …
Investing Lessons from Mole Rats: Resilience, Adaptability, and SurvivalDuring their recent episode, Taylor, Carlisle, and Ian Cassel discussed Investing Lessons from Mole Rats: Resilience, Adaptability, and Survival. Here’s an excerpt from the epis…
Warren Buffett on Personal Accountability in Investing: The Mirror TestIn a lecture at the University of Florida, Buffett shared a simple yet powerful philosophy: “We never look back. We just figure there is so much to look forward to that there is…
Prem Watsa: The Perils of Unchecked Optimism in InvestingIn his 2015 Shareholder Letter, Prem Watsa, the renowned investor and chairman of Fairfax Financial Holdings, delivered a sobering critique of the prevailing belief that common …
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…