Blog
Page 100
The Impact of Passive Investing: Are We Losing Price Discovery in Markets?During their recent episode, Taylor, Carlisle, and Brendan Hughes discussed The Impact of Passive Investing: Are We Losing Price Discovery in Markets?. Here’s an excerpt from th…
Guy Spier: Why Investors Need To Resist The Urge To RebalanceIn this interview with Excess Returns, Guy Spier explains that in a randomly selected portfolio held over a long period, most returns come from a few big winners, while many sto…
Howard Marks: After Significant Gains Take A Little Off The TableIn this interview with Global Money Talk, Howard Marks discusses the importance of flexibility over rigid rules in investing. He uses the example of a stop-loss order, which lim…
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…- What Warren Buffett’s Market Cap-to-GDP Indicator Tells Us About U.S StocksDuring their recent episode, Taylor, Carlisle, and Brendan Hughes discussed What Warren Buffett’s Market Cap-to-GDP Indicator Tells Us About U.S Stocks. Here’s an excerpt from t…
Terry Smith: Don’t Sell Good CompaniesIn his book – Investing for Growth, Terry Smith reflects on the lesson that selling stakes in good companies is almost always a mistake. He uses Sigma-Aldrich, a chemical compan…
Howard Marks: Why We Never Wait For The Bottom To BuyIn his book – Mastering The Market Cycle, Howard Marks discusses the difficulty of timing market bottoms and the risk of waiting too long to invest. He discusses the concept of …
Seth Klarman – 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 E36): Author Brendan Hughes on Markets in Chaos: A History of Market CrisesIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Brendan Hughes discuss: What Warren Buffett’s Market Cap-to-GDP Indicator Tells Us A…
Exxon Mobil Corp (XOM) 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 (10/04/2024)This week’s best investing news: Terry Smith – Risk VS Reward (TFPL) Practical Lessons from Chris Davis (Excess Returns) Rate Cuts: Bonds Back in Play? (Verdad) Whitney Tilson o…
TotalEnergies SE (TTE): 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. …
How Forced Divestitures and FTC Actions Spark Investment IdeasDuring their recent episode, Taylor, Carlisle, and Doug Ott discussed How Forced Divestitures and FTC Actions Spark Investment Ideas. Here’s an excerpt from the episode: Tobias:…
Howard Marks: The Contrarian’s Edge In A Hot MarketIn his book – The Most Important Thing, Howard Marks reflects on the 2004–2007 period, where investors mistakenly believed that cutting risk into small pieces and distributing i…
Warren Buffett: How We Make Money Without Lifting a FingerIn his 2023 Berkshire Hathaway Annual Letter, Warren Buffett discusses Berkshire Hathaway’s long-term investments in Coca-Cola and American Express, which have been held for ove…
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…- The Case Against Investing in Metal-Based IndustriesDuring their recent episode, Taylor, Carlisle, and Doug Ott discussed The Case Against Investing in Metal-Based Industries. Here’s an excerpt from the episode: Jake: Toby, do yo…