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Weekly Investing Roundup – News, Podcasts, Interviews (12/13/2024)This week’s best investing news: Ray Dalio’s Guide to All-Weather Investing in Uncertain Times (Investopedia) Bill Ackman: Stepping into the most pro-growth, pro-business admini…
Banco BBVA Argentina (BBAR): 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. …
Historical Analogies: The Hunt Brothers and Silver vs. Michael Saylor and BitcoinDuring their recent episode, Taylor, Carlisle, and Gwen Hofmeyr discussed Historical Analogies: The Hunt Brothers and Silver vs. Michael Saylor and Bitcoin. Here’s an excerpt fr…
Warren Buffett: When Is the Right Time to Buy a Business?During this interview with Yahoo, Warren Buffett explains that he does not rely on economic forecasts for investment decisions, considering them entertainment rather than action…
Pabrai’s Ferrari Fumble: A Valuable Investment LessonIn this interview with MIT, Mohnish Pabrai discusses a missed opportunity involving Fiat Chrysler and Ferrari. Despite being deeply involved in the analysis of Fiat Chrysler, he…
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…- Market Insights on Regional BanksDuring their recent episode, Taylor, Carlisle, and Gwen Hofmeyr discussed Market Insights on Regional Banks. Here’s an excerpt from the episode: Gwen: So, there’s, of course, a …
Warren Buffett: We Prefer Businesses That Are Drowning In CashIn the 2008 Berkshire Hathaway Annual Meeting, Warren Buffett explained that investment involves assessing an asset’s potential to generate future returns, focusing on its funda…
Jeremy Grantham: System-Wide Financial Pain AheadIn this interview with Rosenberg, Jeremy Grantham discusses the severe financial risks stemming from unprecedented debt levels and rising interest rates. He highlights $600 bill…
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…- Lack of Institutional Coverage Creates OpportunitiesDuring their recent episode, Taylor, Carlisle, and Gwen Hofmeyr discussed Lack of Institutional Coverage Creates Opportunities. Here’s an excerpt from the episode: Gwen: Yeah. A…
Warren Buffett’s Mindset – Would You Hold This Stock if the Market Closed for 5 Years?During the 1997 Berkshire Hathaway Annual Meeting, Warren Buffett explained why he focuses more on the intrinsic value of businesses rather than market trends or capital flows. …
François Rochon’s Formula for Finding Great BusinessesDuring this interview with MOI, François Rochon explains how he identifies great businesses through a combination of quantitative and qualitative analysis. He begins by reviewin…
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…- Cyclical Compounders and Market OpportunitiesDuring their recent episode, Taylor, Carlisle, and Gwen Hofmeyr discussed Cyclical Compounders and Market Opportunities. Here’s an excerpt from the episode: Gwen: So, I really l…
Warren Buffett: Why Acquisition Departments Don’t WorkDuring the 2019 Berkshire Hathaway Annual Meeting, Warren Buffett discusses Berkshire Hathaway’s approach to acquisitions, particularly in Europe, inspired by Eitan Wertheimer a…
Howard Marks: When Investors Are Practicing Suspension Of Disbelief, It’s DangerousDuring this interview with Real Vision, Howard Marks discusses the risks of excessive optimism in financial markets, emphasizing how imprudent behavior drives prices too high ba…