In her recent interview on The Investor’s Podcast, Lauren Templeton discussed two techniques her great uncle, Sir John Templeton, would use to overcome behavioral biases. Here’s an excerpt from the interview: But he [Templeton] had a lot of techniques that he used to overcome behavioral biases. So a great technique … Read More
Howard Marks: An Investor Must Do One Of These Two Things To Achieve Superior Results
In his recent conversation with Panmure House, Howard Marks explained why an investor must do one of these two things to achieve superior results. Here’s an excerpt from the conversation: What are the things that can be the source of superior investing? It seems to me there are two: • … Read More
Chase Coleman 10 Holdings – Q1 2022 – New Buys CRWD, NOW, SNOW, LI, MNDY
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
VALUE: After Hours (S04 E023): Bear Markets, Acquirers Multiple and Net Nets; Buffett’s See’s Letter
In their latest episode of the VALUE: After Hours Podcast, Bill Brewster Jake Taylor, and Tobias Carlisle discuss: Lessons From The History of Bear Markets New Record Number Of Net-Nets Since 1999 Learning From Buffett’s 1972 See’s Candy Letter A Number Of Acquirer’s Multiple Deep Value Stocks Trading Cheap How … Read More
Another 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. Last week we named 10 of the biggest names close to 52 week lows. This week we’ll take a look at another 10 of the biggest names currently close … Read More
Stock In Focus – TAM Stock Screener – Emergent BioSolutions Inc (EBS)
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: Emergent BioSolutions Inc (EBS) Emergent BioSolutions offers public health products to … Read More
This Week’s Best Value Investing News, Podcasts, Interviews (6/24/2022)
This week’s best investing news: Howard Marks: Conversation at Panmure House (OakTree) High Yield, High Volatility (Verdad) Why famed hedge-fund manager David Einhorn recently issued a bullish call on gold (G&M) Six Things That Might Go Right (Validea) Mega Questions | Ray Dalio (Charlie Rose) Weimar, War, and the Narrative of Central Bank Omnipotence … Read More
When To Sell
In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed When To Sell. Here’s an excerpt from the episode: Bill: So, just before we move on from my therapy session, we’ve determined you just hold your positions and just get ready for the nut punch. … Read More
Is eBay Inc (EBAY) A Great Value Stock?
Based on the improved performance metrics which we recently added to our stock screens, eBay Inc (EBAY) could be a great value stock: eBay operates one of the largest e-commerce marketplaces in the world, with $87 billion in 2021 gross merchandise volume, or GMV, rendering the firm the sixth- largest global … Read More
This Acquirers Multiple Stock Appearing In Marks, Simons, Miller 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
Aswath Damodaran: The Biggest Misconception About Valuing Companies
In his recent interview with Lunches With Legends, Aswath Damodaran discussed the biggest misconception about valuing companies. Here’s an excerpt from the intervew: Damodaran: I think it’s not even drivers of value, they mistake what valuation is. I mean and I think it’s become worse over the last 40 years … Read More
Cliff Asness: Common Misconceptions About Buybacks
In his recent interview with CNBC, Cliff Asness discussed some common misconceptions about buybacks. Here’s an excerpt from the interview: Host: President Biden recently saying Exxon makes more money than God, and has criticized Exxon for buying back stock instead of investing in drilling to help Americans. I asked Asness … Read More
A Lot Of Quality Companies Down 90%
In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed A Lot Of Quality Companies Down 90%. Here’s an excerpt from the episode: Tobias: Yeah, I don’t feel good about it so much. Jake and I were talking about this just before we came on. … 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
Ray Dalio: We Are Now In A Period Of Stagflation
In his recent interview with Charlie Rose, Ray Dalio explained why we are now in a period of stagflation. Here’s an excerpt from the interview: Rose: Are we close to having stagflation? Dalio: Yeah. We are in stagflation. Rose: We are? Stagflation is simply where you have inflation, and yet … Read More
Ken Fisher: We’re In A ‘Ghost-Busters’ Bear Market
In his recent interview with Fox News, Ken Fisher explained why we’re in a ‘ghost-busters’ bear market. Here’s and excerpt from the interview: Fisher: Sometimes we don’t have capitulation with the bottom. And I’m increasingly coming to the view that this is a period that will not have capitulation. Partly … Read More
Munger’s Win-Win-Win Investing Strategy
In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Munger’s Win-Win-Win Investing Strategy. Here’s an excerpt from the episode: Tobias: I tweeted this thing out this morning from Mohnish Pabrai about talking to Charlie Munger about one of the ideas that he had and … 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
Jim Chanos: Ongoing Investor Speculation Is Shocking
In his recent interview on the Odd Lots Podcast, Jim Chanos discussed ongoing investor speculation is shocking. Here’s an excerpt from the interview: Chanos: What I’ve been kind of surprised at, and this sort of again to use the it’s never exactly the same, but to use the 2000 analog, … Read More
Richard Thaler: There’s No Evidence To Suggest We Learn From Past Mistakes
In his recent interview with Morningstar, Richard Thaler says there doesn’t seem to be any evidence to suggest that we learn from past mistakes. Here’s an excerpt from the interview: Thaler: Yeah. When you’re in a period that seems to be a bubble, you never know when it’s going to … Read More