We’ve launched a new investment firm called Acquirers Funds® to help you put the acquirer’s multiple into action. Acquirers Funds® Our investment process begins with The Acquirer’s Multiple®, the measure used by activists and buyout firms to identify potential targets. We believe deeply undervalued, and out-of-favor stocks offer asymmetric returns, with … Read More
10 Big Named Companies Near 52 Week Lows
Over the past twelve months a number of big named companies have been near or below their 52 week low price. Each week we’ll take a look at some of the biggest names currently close to their 52 week lows: Symbol Name Price $ 52 Week Low $ 1. MSFT … Read More
10 Worst Performing Mega-Cap Stocks Last 12 Months
Over the past twelve months ten Mega-Cap stocks have underperformed all others. Mega-Caps are defined by $200 Billion Market Cap or more. Here’s the top 10 worst performing Mega-Caps in the last twelve months: Symbol Name 1 Year Price Returns % 1. META Meta Platforms Inc -60.24% 2. NVDA NVIDIA … Read More
Stock In Focus – TAM Stock Screener – Alphabet Inc (GOOGL)
As part of our ongoing series here at The Acquirer’s Multiple, we provide this feature article titled ‘Stock in Focus‘ where we focus on one of the stocks from our Stock Screeners. One of the cheapest stocks in our Stock Screeners is: Alphabet Inc (GOOGL) Alphabet is a holding company. Internet media giant … Read More
This Week’s Best Value Investing News, Podcasts, Interviews (9/23/2022)
This week’s best investing news: Howard Marks on Top Misconceptions About Private Credit (OakTree) Are Investors Staring Down Another ‘Lost Decade’ In The Stock Market? (Felder) The Case For “Doing Nothing” In Volatile Times (Validea) Do MBAs Want To Be Billionaires? (Verdad) NYU Stern School of Business Professor of Finance … Read More
We All Make Mistakes We Regret
In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss We All Make Mistakes We Regret. Here’s an excerpt from the episode: Tobias: I’ve got a good regret and this is a real one and this is the one I say a lot, I’m trying … Read More
This Acquirers Multiple Stock Appearing In Pabrai, Klarman, Dalio Portfolios
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 their portfolios. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, … Read More
Royce: Finding Opportunities In ‘Fallen Angels’
In their latest podcast titled – Small-Cap Quality, Value, and Fallen Angels, the team at Royce Investment Partners discussed finding opportunities in ‘Fallen Angels’. Here’s an excerpt from the podcast: It has been an interesting environment. There are a host of risks from inflation to recession, but the good news … Read More
Steve Romick: How Value Investing Has Changed Since Graham & Dodd
In his recent interview with Meb Faber, Steve Romick explained how value investing has changed since Graham & Dodd. Here’s an excerpt from the interview: Romick: Let’s take a step back and think about, for those of you familiar with the book “Security Analysis,” the Graham and Dodd book, that’s … Read More
A Great Lesson For New Investors
In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss A Great Lesson For New Investors. Here’s an excerpt from the episode: Jake: But what was funny about it is like once I started reading about him [Warren Buffett] and I I said wait a … Read More
One Stock Superinvestors Are Selling
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 Screeners, based on their latest 13F’s. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth … Read More
Leon Cooperman: My Stock Selection Criteria For This Market
During his recent interview with CNBC, Leon Cooperman discussed his stock selection criteria for this market. Here’s an excerpt from the interview: Cooperman: My criteria to be honest with you in stock selection, given my conservative view of the environment, I remember from my CFA study days that a certain … Read More
Howard Marks: The Classic Killer In Investing Is To Borrow Short To Lend Long
During his recent discussion with the team at OakTree, Howard Marks explains why the classic killer in investing is to borrow short to lend long. Here’s an excerpt from the discussion: In my experience there are certain things that tend to produce most of the meltdowns we see. One is … Read More
Sometimes The Best Strategy Is To Carpet-Bomb Near The Bottom
In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Sometimes The Best Strategy Is To Carpet-Bomb Near The Bottom. Here’s an excerpt from the episode: Tobias: I like one of the things that Romick said yesterday about um he’s put on a half-sized position … Read More
One Stock Superinvestors Are Buying
As 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 Screeners, based on their latest 13F’s. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, … Read More
Aswath Damodaran: Individual Investors Have A Huge Advantage Over Portfolio Managers
In his recent interview with The Motley Fool, Aswath Damodaran explained why individual investors have a huge advantage of portfolio managers. Here’s an excerpt from the interview: Damodaran: I think time is your ally, which means as an investor you need a long time horizon. The problem is we all … Read More
Tom Russo: The Genius Of Warren Buffett After Buying See’s Candies
In his recent interview with Richer, Wiser, Happier, Tom Russo discussed the genius of Warren Buffett after buying See’s Candies. Here’s an excerpt from the interview: Russo: And we actually were in a class where the lecture happened about the time he was moving to that next chapter. He had … Read More
Charlie Munger: I Would Take An Axe To The Financial Sector
During the 2011 Berkshire Hathaway Annual Meeting, Charlie Munger explained why he would take an axe to the financial sector. Here’s an excerpt from the meeting: CHARLIE MUNGER: Yeah, the one place that I feel we’re making a huge mistake is not learning enough from the big mess that came … Read More
Mohnish Pabrai: Investor Misery Is Driven By The Inability To Do Nothing
In his recent Q&A session with the Asian Institute of Technology Bangkok, Mohnish Pabrai explains why investor misery is driven by the inability to do nothing. Here’s an excerpt from the session: Pabrai: The reason why most investors don’t enjoy those great returns is because they get in their own … Read More
Li Lu – Top 10 Holdings – Q2 2022 – New Buys GOOG, GOOGL
One 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 their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More
Why Warren Buffett Is Buying Energy
In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Why Warren Buffett Is Buying Energy. Here’s an excerpt from the episode: Tobias: Not a fan. Now, he is buying energy. Is that a narrowing of the opportunity set or is that–? What’s the energy … Read More