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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…
VALUE: After Hours (S06 E39): European shorts, packaging, and financials with investor George LivadisIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and George Livadis discuss: Nvidia: The Company That Sucked All the Oxygen Out of the Ma…
Mastercard Inc (MA) 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…- This Week’s Best Value Investing News, Podcasts, Interviews (10/25/2024)This week’s best investing news: Howard Marks – Ruminating on Asset Allocation (OakTree) David Einhorn Expects Inflation to Reaccelerate (Bloomberg) The Small Cap Amplifier (Ver…
Lowe’s Companies Inc (LOW): Is It a Buy? – Acquirer’s Multiple Stock Screener AnalysisAs 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 a ‘buy’ based on key fundamentals. …
Modern Examples of The Power of BuybacksDuring their recent episode, Tobias Carlisle and Mike Meixler discussed Modern Examples of The Power of Buybacks. Here’s an excerpt from the episode: Tobias: The last 10 years o…
Large-Cap Stocks In Trouble: Here Are The 10 Worst Performers Over The Past 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…- Why Every Investor Should Hold Gold In Their PortfolioDuring their recent episode, Tobias Carlisle and Mike Meixler discussed Why Every Investor Should Hold Gold In Their Portfolio. Here’s an excerpt from the episode: Tobias: Let’s…
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…- Avoiding Value Traps with Capital Cycle TheoryDuring their recent episode, Tobias Carlisle and Mike Meixler discussed Avoiding Value Traps with Capital Cycle Theory. Here’s an excerpt from the episode: Tobias: -and other ki…
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 Cockroach Theory: Investing in Companies That Withstand Economic RecessionDuring their recent episode, Tobias Carlisle and Mike Meixler discussed The Cockroach Theory: Investing in Companies That Withstand Economic Recession. Here’s an excerpt from th…
Prem Watsa – 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 E38): Aircraft hangars, mineral royalties, and gold with investor Mike MeixlerIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle and Mike Meixler discuss: The Cockroach Theory: Investing in Companies That Withstand Economic Recessi…
Visa Inc (V) 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…- This Week’s Best Value Investing News, Podcasts, Interviews (10/18/2024)This week’s best investing news: Stan Druckenmiller on Fed Policy, Election, Bonds, Nvidia (Bloomberg) Bill Nygren: Q3 2024 Commentary (Oakmark) Buybacks for US, Dividends for E…
The Home Depot Inc (HD): Is It a Buy? – Acquirer’s Multiple Stock Screener AnalysisAs 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 a ‘buy’ based on key fundamentals. …