Here is a list of the last 200 value investing articles on The Acquirer’s Multiple:
- Introducing Acquirers Funds®
- Stock In Focus – TAM Stock Screener – Innoviva Inc (NASDAQ: INVA)
- Charles Ellis: Timeless Investing Advice
- Einhorn’s $GLRE and Icahn’s $IEP
- This Week’s Best Investing News, Research, Podcasts 11/27/2020
- Acquirer’s Multiple Stock $MSGN Appearing In Burry, Rogers, Gabelli Portfolios
- $DIS’s Competitive Advantage Is Its IP
- VALUE: After Hours (S02 E46): Value: After Hours S02 E46 Buffett Sells $COST, Einhorn’s $GLRE And Icahn’s $IEP, Long-Lived Instos, Fundamentals Aren’t Dead!
- Nick Train: “Run Your Winners Because They Can Go Up More Than Your Wildest Dreams”
- One Stock Superinvestors Are Selling
- Combining Fundamentals With Technical Analysis
- Why $BRK.B Remains A Great Investment
- Archery vs Darts
- Joel Greenblatt: The Only Good Market Call I’ve Ever Made
- One Stock Superinvestors Are Buying Or Holding
- Investing In $MSFT
- (Ep.93) The Acquirers Podcast: Alex TSOH – Science Of Hitting: Buffett-Style Value And Never Sell With The Man Behind The TSOH Account
- Bill Ackman: Find Companies That Can Survive The ‘Great Flood’
- Howard Marks: 5 Options For Pursuing High Returns In A Low Return World
- Michael Burry’s Top 10 Holdings (Q3 2020) Calls On GOOG, FB, PFE, GS, CVS, WDC
- Stock In Focus – TAM Stock Screener – Arrow Electronics, Inc. (NYSE: ARW)
- Buffett Bonanza
- This Week’s Best Investing Articles, Research, Podcasts 11/20/2020
- Rich Pzena: Why We Stick With Value Investing – Not Value Factors
- Michael Mauboussin: Why Value Investing Still Works
- Acquirer’s Multiple Stock $VALE Appearing In Fisher, Griffin, Simons Portfolios
- VALUE: After Hours (S02 E45): Golden Jubilee, Buffett Bonanza, Archery vs Darts, Selling Growthy Value
- Position Sizing Using Notional Value
- Bruce Greenwald: How Buffett Measures The Size Of A Franchise Business Moat
- One Stock Superinvestors Are Selling
- Buffett’s Next Op-Ed $BRKB
- Buying LEAPS To Generate Outsized Returns
- One Stock Superinvestors Are Buying Or Holding
- #neversell
- Value Investing Using An Options Framework
- John Malone: 3 Reasons Why Today’s Tech Giants Will Continue To Dominate
- Wally Weitz: How Value Investing Has Evolved Over Decades
- Carl Icahn’s Top 10 Holdings (Q3 2020) Plus Top Buys & Sells
- (Ep.92) The Acquirers Podcast: Matthew Peterson – Structured Value: Options And Volatility With Buffett-Style Value
- Stock In Focus – TAM Stock Screener – Powell Industries, Inc. (NASDAQ: POWL)
- Hull Speed
- This Week’s Best Investing Articles, Research, Podcasts 11/13/2020
- Terry Smith: Own Boring & Stable, And Avoid These Industries…
- Acquirer’s Multiple Stock $FTI Appearing In Greenblatt, Pzena, Fisher Portfolios
- VALUE: After Hours (S02 E44): Value: After Hours S02 E44 Hull Speed, Small and Micro Value Renaissance, #neversell
- Weeding Out The Best Investments
- One Stock Superinvestors Are Selling
- Lessons From Nuclear Meltdowns
- Seth Klarman: Successful Investing Means Not Caring About Where The Stock Trades In-Between
- Focus On Free Cash Flow On Invested Tangible Capital
- Mauboussin & Duke On Luck And Getting Better At Quitting
- Silver Ring Value Partners: Ben Graham On Buying The Latest Market Darlings At Any Price
- One Stock Superinvestors Are Buying Or Holding
- Einhorn’s Bubble Hunting
- Tax Conscious Compounders
- Bill Miller: Traditional Value Names Set To Take Off
- Jim Chanos: The World Of Short Selling Has Gotten Sillier And Sillier
- Rich Pzena’s Top 10 Holdings (Q3 2020)
- (Ep.91) The Acquirers Podcast: Kyler Hasson – Compound Quality: Tax Conscious Compounders, Quality, Growth, And Value
- Alta Fox: Makings of a Multibagger
- GMO: Value Investing Is a Paradox…Just Like 1999
- Stock In Focus – TAM Stock Screener – United Therapeutics Corporation (NASDAQ: UTHR)
- Risk-Taking & Bet Sizing
- This Week’s Best Investing Articles, Research, Podcasts 11/6/2020
- David Einhorn: Focus On Low ROEs In Capital Intensive Businesses
- Acquirer’s Multiple Stock $CAH Appearing In Pzena, Greenblatt, Simons Portfolios
- VALUE: After Hours (S02 E43): Einhorn’s Bubble Hunting, Risk-Taking, And Lessons From Nuclear Meltdowns
- The Wantrepreneur
- Ray Dalio: “I Was Such An Arrogant Jerk!”
- One Stock Superinvestors Are Selling
- UFO Cults – When Prophecy Fails
- Value Hacking And The Pivot
- Lazard’s: Shareholder Activism – ESG Will Become A “Trojan Horse” To Advance Campaigns Where Management Has Failed
- One Stock Superinvestors Are Buying Or Holding
- Mauboussin And The Rise Of Intangibles
- From Real Estate Tech To Recruiting Tech
- Terry Smith: The Ideal Company Doesn’t Pay A Dividend
- Tom Gayner’s Top 10 Holdings (Q3 2020)
- (Ep.90) The Acquirers Podcast: Chris Bakke – Startup Guru: Multiple Exit Entrepreneur On Raising And Investing Venture And Angel Capital
- This Week’s Best Investing Articles, Research, Podcasts 10/30/2020
- Thematic Investing
- Stock In Focus – TAM Stock Screener – Oshkosh Corp (NYSE: OSK)
- Bill Nygren: The Right Time To Sell A Stock
- AQR: Ways To Improve Your Active Risk
- Acquirer’s Multiple Stock $PBR Appearing In Marks, Simons, Grantham Portfolios
- $CVNA Disrupting The Used Car Industry
- VALUE: After Hours (S02 E42): Mauboussin And UFO Cults, Small And Micro Value And Thematic Investing
- Streaming Wars And The Future Of $CMCSA
- $TTD Focusing Only On The “Buy Side” Of Online Advertising Demand
- One Stock Superinvestors Are Selling
- David Einhorn: 10 Signs The Bubble Has Already Popped
- One Stock Superinvestors Are Buying Or Holding
- Loeb’s Mickey Mouse Activism $DIS
- Catching Compounders’ Inflection Point
- Tweedy Browne: Green Shoots Appearing For Value Investing
- Bill Ackman’s Top 10 Holdings (Q3 2020)
- Aswath Damodaran: 4 Reasons Why Value Investing Hasn’t Worked Over The Last Decade
- (Ep.89) The Acquirers Podcast: Joe Frankenfield – Value Saga: Concentrated High-Growth Value Investing
- Mark Leonard: Dealing With Potential Investments That Don’t Quite Meet Your Hurdle Rate
- Stock In Focus – TAM Stock Screener – Criteo SA (NASDAQ: CRTO)
- Sushi Roll Economics
- This Week’s Best Investing Articles, Research, Podcasts 10/23/2020
- Validate Ideas With A Red Team
- VALUE: After Hours (S02 E41): Sushi Roll Economics, Loeb’s Mickey Mouse Activism $DIS, $CMCSA
- Acquirer’s Multiple Stock $TSN Appearing In Dalio, Pzena, Greenblatt Portfolios
- Alluvial Capital: Finding Bargains That Fly Under The Radar
- Rich Pzena: The Day Is Coming For Value Investing
- Christopher Mayer: 3 Key Ingredients Of A 100 Bagger
- Matthew Sweeney: Finding “Ugly Ducking” Companies That Are Actually Swans
- One Stock Superinvestors Are Selling
- Absolute Versus Relative Value
- Focus On Economic Drivers Instead Of Forward Earnings
- John Templeton: The Principle Of Maximum Pessimism
- This One Stock Is Popular With Investing Gurus
- Puggy Pearson’s Portfolio
- The Value Spectrum
- (Ep.88) The Acquirers Podcast: Matthew Sweeney – Value Spectrum: Concentrated Small And Micro, Event-Driven Long-Short Value Investing
- C.T. Fitzpatrick: Investors Should Compile A List Of ‘MVP’ Companies And Wait
- Chris Bloomstran: Disney’s Myriad Of Capital Allocation Options
- Stock In Focus – TAM Stock Screener – Propetro Holding Corp (NYSE: PUMP)
- Inflation And Value
- This Week’s Best Investing Articles, Research, Podcasts 10/16/2020
- Peter Lynch: In Investing Your Stomach Is More Important Than Your Brain
- Eric Cinnamond: Value Investors Spinning Their Wheels While Suckerfish Get A Free Ride
- Acquirer’s Multiple Stock $HWM Appearing In Romick, Gabelli, Greenblatt Portfolios
- VALUE: After Hours (S02 E40): Inflation And Value, Puggy Pearson’s Portfolio, Aerospace And $SPR
- Should Michael Burry Have Been Fired?
- Howard Marks: Comparing Today’s Tech Goliaths With The Nifty Fifty
- One Stock Superinvestors Are Selling
- Allergic To Hype
- Greenwald – “We Didn’t Get Growth Right!”
- Joel Greenblatt: Investors Should Focus On Causation Not Correlation
- Lindsell Train: The Investor’s Dilemma – How Long To Hang On To Winners
- This One Stock Is Popular With Investing Gurus
- The Big Con
- Endogenous Versus Exogenous Rates Of Return
- Adam Smith: Somebody ‘Must’ Know Something We Don’t
- Eugene Fama: There’s No Such Thing As Behavioral Finance
- Charles Munger’s Top 10 Holdings (Q3 2020)
- (Ep.87) The Acquirers Podcast: David Horn – Applied Value: Columbia Adjunct Professor On Applied Value Investing
- Chamath Palihapitiya: What Makes Buffett, Malone And Simons Great
- Horizon Kinetics: The S&P500 No Longer Provides Investors With Broad Exposure To The Market
- Stock In Focus – TAM Stock Screener – Star Group LP (NYSE: SGU)
- Business Code Breaking
- This Week’s Best Investing Articles, Research, Podcasts 10/9/2020
- Bill Nygren: Dealing With Stocks You Hold That Are Running At A Loss
- Acquirer’s Multiple Stock $MO Appearing In Dalio, Tepper, Simons Portfolios
- VALUE: After Hours (S02 E39): Business Code Breaking, The Big Con and Edward Chancellor, Market Wizards
- Antifragility
- Jim Chanos & Carson Block: Short Sellers Are Born Not Made
- One Stock Superinvestors Are Selling
- Value Bucket Looks High Quality
- Tail Hedging And Crisis Alpha
- Leon Cooperman: Investors Should Focus On The ‘Mr Cooper Market’
- This One Stock Is Popular With Investing Gurus
- French Cashflows
- “Black Swan” Volatility
- Ted Weschler: Investing Is A Game Of Connecting The Dots
- Jim Simon’s Top 10 Holdings – Plus Top Buys & Sells
- (Ep.86) The Acquirers Podcast: Mutiny Fund – ‘Black Swan’ Volatility, Antifragility, And Crisis Alpha
- Stock In Focus – TAM Stock Screener – Perdoceo Education Corp (NASDAQ: PRDO)
- Cicadas, Parasites And Prime Numbers
- This Week’s Best Investing Articles, Research, Podcasts 10/2/2020
- Jonathan Boyar: How Value Investors Can Avoid Value Traps
- Acquirer’s Multiple Stock $OMC Appearing In Pzena, Rogers, Grantham Portfolios
- VALUE: After Hours (S02 E38): Cicadas, Parasites And Prime Numbers, Value Cabbage, And French Cashflows
- Hostile Resistance to Activism
- $BRK.B Berkshire Versus S&P 500
- Warren Buffett: Appointing Ethical Leaders Using ‘The Newspaper Test’
- One Stock Superinvestors Are Selling
- Hedge Funds for Retail Investors? An Examination of Hedged Mutual Funds
- Gavin Baker: Investors Have To Be Able To Deal In Paradoxes
- Edward Chancellor: Is Value Investing Set For A Revival
- One Stock Superinvestors Are Buying
- $NKLA Goes Downhill
- Hedge Fund Contagion and Liquidity Shocks
- Michael Burry: How And When To Participate In Market Rallies
- John Paulson’s Top 10 Holdings (Q2 2020) – Plus Top Buys & Sells
- (Ep.85) The Acquirers Podcast: Nicole Boyson – Activist Hedge: An Academic Approach To Hedge Funds And Activism
- Stock In Focus – TAM Stock Screener – Innoviva Inc (NASDAQ: INVA)
- Butterflies, Trust, And Ethical Collapse
- This Week’s Best Investing Articles, Research, Podcasts 9/25/2020
- Acquirer’s Multiple Stock $PHM Appearing In Grantham, Greenblatt, Dalio Portfolios
- Morgan Housel: The Importance Of Remaining Calm Through ‘Punctuated Moments Of Terror’ In The Market
- VALUE: After Hours (S02 E37): Butterflies, Trust, And Ethical Collapse; $NKLA Goes Downhill; $QRTEA
- Is This The End Of Active?
- Dan Loeb: Q2 2020 – Invest In ‘Compounders’, But Only At An Attractive Entry Point
- Nassim Nicholas Taleb: Don’t Tell Me What You Think, Tell Me What You Have In Your Portfolio
- One Stock Superinvestors Are Selling
- Credit To Michael Burry
- Larry Swedroe: The Pool Of Victims Is Shrinking
- Slimy Value Investors
- Larry Swedroe: How Alpha Becomes Beta
- One Stock Superinvestors Are Buying
- Peter Cundill: Knowing When To Sell
- Terry Smith: It’s More Important To Avoid Losers Than It Is To Pick Winners
- Jamie Dinan’s Top 10 Holdings (Q2 2020) – Plus Top Buys & Sells
- (Ep.84) The Acquirers Podcast: Larry Swedroe – Shrinking Alpha: Swedroe On His New Book The Incredible Shrinking Alpha
- Stock In Focus – TAM Stock Screener – Powell Industries, Inc. (NASDAQ: POWL)
- Masa Son’s Huge Tech Option Bet
- This Week’s Best Investing Articles, Research, Podcasts 9/18/2020