Here is a list of the last 200 value investing articles on The Acquirer’s Multiple:
- Introducing Acquirers Funds®
- 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
- Chris Bloomstran: My Biggest Mistake Was An Error Of Commission
- Michael Mauboussin: One Job: Expectations and the Role of Intangible Investments
- VALUE: After Hours (S02 E36): Masa Son’s $Billy YOLO Trade, Slime Value Investors, Creativity In Value
- Acquirer’s Multiple Stock $AMCX Appearing In Cooperman, Greenblatt, Gabelli Portfolios
- Naval’s Thoughts On Playing Long-Term Games With Long-Term People
- Ken Fisher: Value Isn’t Dead, But No Sector Is Ever ‘Due’ For a Rally
- One Stock Superinvestors Are Selling
- RuBisCO – Suboptimal Environments
- Naval’s Thoughts On Building Wealth
- Marathon Asset Management: One Person’s Growth Stock Is Another’s Value Stock
- One Stock Superinvestors Are Buying
- Bill’s Big Bet $QRTEA v $ZM
- Naval’s Thoughts On How To Get Lucky
- Terry Smith: Buy Good Companies That Will Not Destroy Value While You’re Holding Them
- Carl Icahn’s Top 10 Holdings (Q2 2020) – Plus Top Buys & Sells
- (Ep.83) The Acquirers Podcast: Eric Jorgenson – Navalmanack: Naval Ravikant’s Almanack, And His Lessons On Wealth, And Happiness
- Druckenmiller Protege Beeneet Kothari: The Two Biggest Lessons I Learned From ‘The Druck’
- Prem Watsa: We’re Still Believers In Value Investing
- Stock In Focus – TAM Stock Screener – Triple-S Management Corp. (NYSE: GTS)
- Warren Buffett Buys Japan
- This Week’s Best Investing Articles, Research, Podcasts 9/11/2020
- Joel Greenblatt: Growth Stocks Like Amazon Can Also Be Value Stocks
- VALUE: After Hours (S02 E35): Warren Buffett Buys Japan, Bill’s Big Bet, RJR RuBisCO, Buffett Indicator
- Insider Trades With A Catalyst
- Acquirer’s Multiple Stock $KBAL Appearing In Burry, Grantham, Simons Portfolios
- Francis Chou: Value Investors Have Exacerbated The Impact Of Low Returns
- Investment Spandrels
- Using Freedom of Information Requests To Find Red Flags
- One Stock Superinvestors Are Selling
- Bill Nygren: Today’s Resurgence In Day-Trading Will Not End Well
- Using Mauboussin’s BAIT Strategy To Land Winners
- Buy Now, Pay Later QVC & HSN $QRTEA
- One Stock Superinvestors Are Buying
- Michael Mauboussin: Investors Should Search For Parts In The Market That Are Less Trafficked
- David Einhorn’s Top 10 Holdings (Q2 2020) – Plus Top Buys & Sells
- (Ep.82) The Acquirers Podcast: Scott Jackson – FOIA Warrior: Freedom Of Information Act Requests, And Small And Micro Stocks
- This Week’s Best Investing Articles, Research, Podcasts 9/4/2020
- Dan Loeb On His Strategy $TPOU
- Acquirer’s Multiple Stock $DISCA Appearing In Burry, Greenblatt, Simons Portfolios
- Bill Ackman: My Investment Criteria On Potential Investments Has Reversed Over The Last 20-30 Years
- VALUE: After Hours (S02 E34): Dan Loeb On Strategy, Buy Now Pay Later $QVC, Cocker Spandrels
- John Malone And The Art Of Capital Allocation
- Stock In Focus – TAM Stock Screener – Innoviva Inc (NASDAQ: INVA)
- Aswath Damodaran: Day-To-Day Price Movements Have Little To Do With Earnings, Cash Flows Or Risk
- Capital Structure Tells You A Lot About Good Management
- Why Buffett Passed On $MSFT
- One Stock Superinvestors Are Buying
- Rob Arnott: How To Succeed As A Contrarian Value Investor
- Buffett Buys $GOLD
- Take A Concentrated Position That You Can Hold For 5+ Years
- One Stock Superinvestors Are Selling
- Bruce Greenwald: Investors Should Focus On ‘Return Trajectory’ When Valuing Businesses
- Terry Smith: If You Do Extensive Analysis Good Stocks Will ‘Talk’ To You
- Seth Klarman’s Top 10 Holdings (Q2 2020) – Plus Top Buys & Sells
- (Ep.81) The Acquirers Podcast: Francisco Olivera – Franco’s Filter: Highly Concentrated, High Quality Companies, Liberty And Malone
- Tiger-Cub Steven Romick: Value Investors Can Buy Growth Stocks That Offer A Margin Of Safety
- Investing With Buffett Before He Became The ‘Oracle’
- Stock In Focus – TAM Stock Screener – Emcor Group Inc (NYSE: EME)
- Montier’s Reasons (NOT) To Be Cheerful
- This Week’s Best Investing Articles, Research, Podcasts 8/28/2020
- VALUE: After Hours (S02 E33): Montier On Valuations And Carry, Buffett Buys GOLD, OPM
- Wide Moat Companies And How To Find Them
- Morgan Housel: The Only Thing That You Can Control In Investing Is Your Own Behavior
- Acquirer’s Multiple Stock $ALSN Appearing In Dalio, Greenblatt, Price Portfolios
- U.S Airline Recovery May Not Happen Any Time Soon
- DCF Is The Least Reliable Part Of A Manager’s Process
- François Rochon – Sometimes Investors Have To Break Their Own Rules
- One Stock Superinvestors Are Buying
- Variant Perception
- Cantillon Trillions
- Bill Ackman: Buffett’s The Best Investor Of All Time
- One Stock Superinvestors Are Selling
- Joel Greenblatt’s Top 10 Holdings (Q2 2020) – Plus Top Buys & Sells
- (Ep.80) The Acquirers Podcast: Brian Bares – Moat Master: Moats, Management And Long-Term Growth
- Stock In Focus – TAM Stock Screener – NetApp Inc. (NASDAQ: NTAP)
- The Disconnect Between The Stock Market And The Real Economy
- This Week’s Best Investing Articles, Research, Podcasts 8/21/2020
- Acquirer’s Multiple Stock $HPQ Appearing In Klarman, Dalio, Greenblatt Portfolios
- VALUE: After Hours (S02 E32): $WFC And Banks, Cantillon Trillions, Structural Dynamics
- Buffett’s Genius In The ‘Dying’ Blue Chip Stamps
- John Malone: Acquiring Companies – We Use The Roman Empire Approach: Kill The Leadership
- One Stock Superinvestors Are Selling
- Bottom Fishing Carl Icahn
- The Time Berkshire’s Share Price Dropped 50%
- One Stock Superinvestors Are Buying
- Michael Burry’s Top 10 Holdings (Q2 2020) – Plus Top Buys & Sells
- 50 Of The Best Investing Podcasts On The Planet (2020)
- (Ep.79) The Acquirers Podcast: Chris Mittleman – Severe Value, Mittleman Brothers, Aimia, And Two Decades Of Value
- Stock In Focus – TAM Stock Screener – United Therapeutics Corporation (NASDAQ: UTHR)
- This Week’s Best Investing Articles, Research, Podcasts 8/14/2020
- Jim O’Shaughnessy: Build Portfolios That Deliver Alpha Without A Wild Ride
- One Stock Superinvestors Are Selling
- Warren Buffett’s $800 Million Bet On $BAC
- Acquirer’s Multiple Stock $INTC Appearing In Greenblatt, Fisher, Asness Portfolios
- Paul Singer: How To Invest During Turbulent Times
- 195 Years of Value
- One Stock Superinvestors Are Buying
- Nassim Taleb: Make Lemonade Out Of Lemons During Periods Of Uncertainty
- Stoicism for Value Investors
- Ken Fisher’s Top 10 Holdings (Q2 2020) – Plus Top Buys & Sells
- Joel Greenblatt: Out-Of-Favor Stocks Will Make A Comeback
- VALUE: After Hours (S02 E31): Stoicism for Value Investors, 195 Years of Value, and Fade $SBUX
- Tweedy Browne: Value Has Rarely, If Ever, Been Cheaper Compared To Growth
- Stock In Focus – TAM Stock Screener – Korn Ferry (NYSE: KFY)
- This Week’s Best Investing Articles, Research, Podcasts 8/7/2020
- One Stock Superinvestors Are Buying
- Aswath Damodaran: The 10 Key Perspectives Of Valuation
- Howard Marks: Munger Wisdom – “It’s Not Supposed To Be Easy. Anyone Who Finds It Easy Is Stupid.”
- Value Has A Long History Of Never-Ending Drawdowns And Tiny Intervals Of Outperformance
- Michael Mauboussin: Public To Private Equity In The United States: A Long-Term Look
- Quants Should Move On From Value
- Acquirer’s Multiple Stock $PBR Appearing In Marks, Dalio, Simons Portfolios
- Studying Historical Markets Makes You A More Resilient Investor
- Superinvestor Tom Gayner: Top 10 Holdings (Q2 2020), Plus Top Buys NVR, OTIS, CARR, PYPL
- ROIC, Returns, And Nose-Bleed Valuations
- Should Value Investors Double Down?
- Lakewood Capital: Investors Are Overlooking Out-Of-Favor Value Stocks That Lack A Good ‘Story’
- Seth Klarman: Q2 2020 – 8 Changes To The Future As We Know It
- (Ep.78) The Acquirers Podcast: Mikhail Samonov – Two Centuries, Value Backtest To 1825, Excess Returns And Drawdowns From Two Centuries Of Value
- Superinvestor Rich Pzena: Top 10 Holdings (Q2 2020), Plus Top Buys NRG, AIG, DOW
- This Week’s Best Investing Articles, Research, Podcasts 7/31/2020
- Stock In Focus – TAM Stock Screener – Taylor Devices, Inc. (NASDAQ: TAYD)
- Asimov’s Foundation
- Value After Hours Podcast Was The Inspiration Behind The New MOI Podcast Featuring Bloomstran, Ordway, And Turner
- One Stock Superinvestors Are Buying
- First Eagle: Now Is The Time For Patience And Fortitude
- Cliff Asness: “An Open Mind Is A Great Thing, But Not So Open That Your Brains Fall Out!”
- Generating Outsized Returns In Japanese Net-Nets
- VALUE: After Hours (S02 E30): Asimov’s Foundation, $WFC And Buffett’s Miss, And Blackrock’s Fade Value
- Miller Value Partners: Get Set For A Comeback In Very Attractive Long-Term Returns For Value
- Seth Klarman Increases His Stake In Viasat Inc $VSAT
- TAM Stocks Appearing In Dalio, Fisher, Simons Portfolios
- David Einhorn: Before and After
- Value Investing In Lego
- Laughing Water Capital: This Market Makes All Speculators Look Like Geniuses
- Complete Bank Data
- $WFC WTF
- Murray Stahl: Indexation Investing Ready To Come To An End
- Warren Buffett Further Increases His Stake In Bank Of America Corp ($BAC)
- Vitaliy Katsenelson: Value Investors Will Prosper When The Party Ends
- (Ep.77) The Acquirers Podcast: Nate Tobik – Odd Ball, Of-The-Run Stocks, Lego And Bank Data
- Stock In Focus – TAM Stock Screener – Propetro Holding Corp (NYSE: PUMP)
- Warren Buffett Pulled Off The Greatest Trade Ever
- This Week’s Best Investing Articles, Research, Podcasts 7/24/2020
- Bill Miller: Opportunity Equity Portfolio – Best Quarter Ever – Up 47% (Net of Fees)
- VALUE: After Hours (S02 E29): Buffett’s Got The Greatest Trade Ever, $WFC WTF, Investor Personalities
- Sexing Chicks And World War 2 Spotting
- One Stock Superinvestors Are Buying Or Holding (22)
- Sequoia Fund: Top 10 Holdings (Q2 2020)
- Rich Pzena: The True Performance Of Value Investing Should Be Measured Over A Variety Of Endpoints
- Tweedy Browne: Value Investing Will Continue To Thrive
- TAM Stocks Included In Greenblatt, Dalio, Rogers Portfolios
- The Wide Value Spread
- Companies Will “Spring Load” And “Bullet Dodge” Equity Grants To Benefit Insiders
- The Dark Arts Of Corporate Governance
- Cheap Bank Stocks
- John Huber: Coffee Can Investing – So Easy, Yet So Hard
- Michael Mauboussin: Ben Graham’s Mr Market Behavior Will Be Around For A Long Time
- (Ep.76) The Acquirers Podcast: Mike Puangmalai – Dark Arts, Corporate Governance, Activism, And Tech With NonGAAP
- Stock In Focus – TAM Stock Screener – Matrix Service Co (NASDAQ: MTRX)
- Howard Marks: The Reason Stocks Are Absurdly Expensive Is Due To ‘Freeloading’ Passive Investing Strategies
- Christensen’s How To Measure Your Life
- This Week’s Best Investing Articles, Research, Podcasts 7/17/2020
- VALUE: After Hours (S02 E28): Christensen’s How to Measure Your Life, Cheap Banks, Wide Value Spread
- Finding Great Opportunities In The Most Obscure Places
- One Stock Superinvestors Are Buying Or Holding (21)
- David Einhorn: One Of The Lessons I Learned From Joel Greenblatt
- Chuck Akre: Don’t Seek Opportunities In The Hardest-Hit Businesses Without Regard For Quality
- TAM Stock Screener – Stocks Appearing In Greenblatt, Asness, Gabelli Portfolios
- Do Fundamentals Matter?
- Successfully Investing Using William O’Neil’s CAN SLIM® Investing System
- $UAL Secures A $5 Billion Loan Using Its Frequent Flyer Miles
- Finding Multi-Baggers In Micro-Cap Stocks
- Bill Miller: A Lesson From George Soros On The So-Called ‘Disconnect’ Between Current Stock Levels And The Real Economy
- Charlie Munger: We Like Businesses That Stand A Lot Of Mismanagement But Don’t Get It
- (Ep.75) The Acquirers Podast: Paul Andreola – Canada Micro – Public And Private Investing, Small And Micro, And Tech
- Bill Nygren: High P/E Stocks Like Alphabet And Facebook Are ‘Value Stocks’
- Stock In Focus – TAM Stock Screener – ManpowerGroup Inc. (NYSE: MAN)
- Ghost Town Economics
- This Week’s Best Investing Articles, Research, Podcasts 7/10/2020
- David Abrams: The Great Illusion Of The Stock Market
- One Stock Superinvestors Are Buying Or Holding (20)
- VALUE: After Hours (S02 E27): Ghost Town Economics, $UAL Mileage Bonds, Do Fundamentals Matter?
- A Correlation Between Value Investing And Interest Rates
- Warren Buffett: Why Utility Businesses Make Good Investments
- TAM Stock Screener – Stocks Appearing In Dalio, Greenblatt, Einhorn Portfolios
- How Would A Young Warren Buffett Invest Today?
- Does Price-To-Book Still Work?
- Julian Robertson: The Best Way To Invest Is To Go Long And Short Stocks
- Munger’s FOMO Moment Made Him Millions
- Do Fundamentals Still Matter?
- (Ep.74) The Acquirers Podast: Cliff Asness – Cliff’s Perspective, Systematic Value. Do Fundamentals Matter?
- Charles Munger: Top 10 Holdings (Q2 2020)
- Stock In Focus – TAM Stock Screener – Heidrick & Struggles International, Inc. (NASDAQ: HSII)
- Bernstein’s Deep Risk: How History Informs Portfolio Design