Blog
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The Future of AI Assistants: Automation, Agency Bots, and Finance ImplicationsDuring their recent episode, Taylor, Carlisle, and Jason Buck discussed The Future of AI Assistants: Automation, Agency Bots, and Finance Implications. Here’s an excerpt from th…
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…- From FANG to BAATMANN: Mag8During their recent episode, Taylor, Carlisle, and Jason Buck discussed From FANG to BAATMANN: Mag8. Here’s an excerpt from the episode: Tobias: There’s a new addition to faanma…
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…
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…- Why Value Investing Struggles in ManiasDuring their recent episode, Taylor, Carlisle, and Jason Buck discussed Why Value Investing Struggles in Manias. Here’s an excerpt from the episode: Tobias: The S&P500 value has…
Thumb-Sucking in Investing: Warren Buffett’s Take on HesitationDuring the 2001 Berkshire Hathaway Annual Meeting, Warren Buffett discusses the concept of errors of omission, which he defines as missed opportunities within their circle of co…
Francois Rochon: The Stock Market Index Waltz: Tech Giants and Investor BehaviorIn this interview with Capital Compounders, Francois Rochon explains how a few dominant companies, such as Amazon, Apple, Microsoft, and Nvidia, have driven the S&P 500’s perfor…
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…- The Risks of Shorting MSTR and Long BitcoinDuring their recent episode, Taylor, Carlisle, and Jason Buck discussed The Risks of Shorting MSTR and Long Bitcoin. Here’s an excerpt from the episode: Jason: Well, the other t…
Warren Buffett: When a Once-Sound Premise Becomes DistortedIn his interview with the Financial Crisis Inquiry Commission, Warren Buffett explained that the housing bubble leading to the financial crisis was fueled by a pervasive belief …
Mohnish Pabrai: Aim for a Home Run, Settle for Breaking EvenIn this Q&A session with MBA students at Columbia Business School, Mohnish Pabrai discusses the importance of assessing potential risks and outcomes before making investments. H…
Howard Marks – 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 (S06 E47): Jason C. Buck On Volatility, Options, Crises, Crashes, Value And Reasons To Be OptimisticIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Jason Buck discuss: The Risks of Shorting MSTR and Long Bitcoin Why Value Investing …
Merck & Co Inc (MRK) 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 (12/20/2024)This week’s best investing news: What You Can Learn From Young Warren Buffett (WSJ) Ray Dalio on economic forces, division and the future (National News) Persistent Alpha: Lesso…
Equinor ASA (EQNR): 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. …
Why REITs Can’t Compound Like BerkshireDuring their recent episode, Taylor, Carlisle, and Bill Lenehan discussed Why REITs Can’t Compound Like Berkshire. Here’s an excerpt from the episode: Jake: Yeah. Do you have an…