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VALUE: After Hours (S07 E01): Dan Rasmussen on Investing in Europe, Japan, US Small Value and The Humble InvestorIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Dan Rasmussen discuss: AI: Will the Innovation Wave End in Overbuild? The Casino Men…
Walmart Inc (WMT) 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 (01/10/2025)This week’s best investing news: Howard Marks Memo: On Bubble Watch (OakTree) Terry Smith – Fundsmith 2024 Annual Letter (Fundsmith) Cliff Asness – 2035: An Allocator Looks Back…
Sasol Ltd (SSL): 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. …
Warren Buffett on Knowing Your Strengths and Avoiding the SpotlightIn his 2019 Berkshire Hathaway Annual Letter, Warren Buffett reflects on his experience with corporate directors, acknowledging their decency, likability, and intelligence, thou…
Joel Greenblatt: How Warren Buffett Simplifies Smart InvestingIn this interview with Barry Ritholz: Joel Greenblatt highlights Warren Buffett’s analogy comparing investing in stocks to owning businesses. He explains that if someone sold a …
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…
Warren Buffett: The Secret to Great Business Returns: Stability Over DecadesIn his 1987 Berkshire Hathaway Annual Letter, Warren Buffett discussed the value of stability in businesses, arguing that severe change and exceptional returns rarely coexist. M…
Howard Marks: When Something Is On The Pedestal Of Popularity, Risk Of Decline Is HighIn his latest memo titled – On Bubble Watch, Howard Marks discusses how bubbles, while often grounded in a kernel of truth, lead to excessive valuations fueled by optimism, FOMO…
The 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…
Warren Buffett: When Economic Downpours Rain Gold: Be Ready with a WashtubIn his 2016 Berkshire Hathaway Annual Letter, Warren Buffett discusses Berkshire Hathaway’s commitment to long-term growth in earning power per share, acknowledging that actual …
Bill Nygren: Abundant Value Investing Opportunities Beyond Big TechIn his recent Insight video, Bill Nygren highlights the current appeal of value investing due to a significant valuation gap between a few mega-cap tech companies driving the S&…
The Undervalued Stock That 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…
Warren Buffett: Avoid The Preening Duck Error In Bull MarketsIn his 1997 Berkshire Hathaway Annual Letter, Warren Buffett reports an $8 billion increase in Berkshire Hathaway’s net worth, reflecting a 34.1% rise in per-share book value. W…
Howard Marks: Adapt Your Portfolio to the Present, Not the UnknownIn his book, The Most Important Thing, Howard Marks explains that strategic decisions in various fields, such as driving, golfing, or dressing, are influenced by current conditi…
Mohnish Pabrai – 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…
Warren Buffett: Just One Company Can Deliver Unmatched WealthIn his 2023 Berkshire Hathaway Annual Letter, Warren Buffett highlights Berkshire Hathaway’s strategy of acquiring businesses with strong, enduring economics and capable managem…