This week’s best investing news: My Greatest Investment (Jamie Catherwood) Managing Risk When Credit Spreads Rise (Verdad) Weathering The Stock Market Storm (Validea) Different Kinds of BS (Collaborative Fund) Are Big Tech Stocks Following In The Footsteps Of Their Chinese Counterparts? Part Deux (Felder Report) IQ Isn’t Enough (Humble Dollar) What is Reversion to the Mean and … Read More
Iron Worm Success Led To Disastrous Investment Outcome
In their recent episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discussed Iron Worm Success Led To Disastrous Investment Outcome. Here’s an excerpt from the episode: Jake: Oh, okay. Well, that’s why they come here is for all the rosy outlooks. All right, so, this week’s veggies … Read More
Is Alphabet Inc (GOOGL) A Great Value Stock?
Based on the improved performance metrics which we recently added to our stock screens, Alphabet Inc (GOOGL) could be a great value stock: Alphabet Inc is a holding company, with Google, the Internet media giant, as a wholly owned subsidiary. Google generates 99% of Alphabet revenue, of which more than … Read More
This Acquirers Multiple Stock Appearing In Grantham, Dalio, 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
George Soros: AI Threat To Open Society
In his recent presentation at the 2022 World Economic Forum, George Soros explained why AI is a threat to open society. Here’s an excerpt from the presentation: Soros: Today China and Russia present the greatest threat to open society. I have pondered long and hard why that should have happened. … Read More
Jamie Dimon: Investors Better Brace For An Economic Hurricane
In his recent presentation at the Bernstein 38th Annual Strategic Decisions Conference, Jamie Dimon warns investors to brace for an economic hurricane. Here’s an excerpt from the presentation: Dimon: It’s a hurricane! It’s, we — right now it’s kind of sunny, things are doing fine, everyone thinks the Fed can … Read More
Investors Always Say They’re Long-Term At The Top
In their recent episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discussed Investors Always Say They’re Long-Term At The Top. Here’s an excerpt from the episode: Tobias: I saw a statistic that 78% of folks have the $400. It could get hit with the $400 one-time expense … 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: There’s One Way To Predict Current Financial Outcomes
In his recent interview with the Armchair Expert, Ray Dalio discusses one way that helps him to predict current financial outcomes. Here’s an excerpt from the interview: Dalio: Right! 1971, the United States had paper bills that were like checks in a checkbook, they didn’t have any value, but what … Read More
Jeremy Grantham: This Market Feels Like The 1970’s
In his recent interview on Straight Talk with Hank Paulson, Jeremy Grantham explained why this market feels like the 1970’s. Here’s an excerpt from the interview: Grantham: Phase Two, which I really worry about is this whole thing morphing into what I call the 1970s. Underlying inflation as an everyday … Read More
Is This A Crash or Megabear?
In their recent episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discussed Is This A Crash or Megabear? Here’s an excerpt from the episode: Tobias: My guess is that we’re going to get a little bit of everything. We’re going to get a stock market– This is … 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
Sean Stannard-Stockton: Your Gut Calls Are Not Designed For This Market
In his recent interview with The Business Brew Podcast, Sean Stannard-Stockton says your gut calls are not designed for this market. Here’s an excerpt from the interview: Stannard-Stockton: I think that should be one of the most important considerations that all investors think about is not just what decisions I … Read More
Ian Cassel: Use These 8 Attributes To Find The Best Undiscovered Companies
In his recent interview with Vishal Khandelwal, Ian Cassel discussed four top-down, and four bottom-up attributes that he looks for to find the best undiscovered businesses. Here’s an excerpt from the interview: Cassel: So those are the four kind of top-down attributes, tailwinds, scarcity, story, and undiscovered. And then kind … Read More
Chamath Palihapitiya’s 4 Major SPAC Deals Performance Last 12 Months @ycharts
As part of a new weekly feature here at the Acquirer’s Multiple we’ll be providing some of our favorite charts of the week from @ycharts. This week we take a look at Chamath Palihapitiya’s 4 major SPAC deals performance for the last twelve months. Companies – Underperformance % Opendoor Technologies … Read More
Cathie Wood Says AI Could Lead To 50% GDP Growth
In their recent episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discussed Cathie Wood Says AI Could Lead To 50% GDP Growth. Here’s an excerpt from the episode: Tobias: We got Cathie Wood’s predicting. So, I get how she’s going to do 30% to 50% a year. … Read More
Aswath Damodaran: Broken Business Models In Tech Companies Weren’t Apparent During Good Times
In his recent interview on CNBC, Aswath Damodaran discussed some of the broken business models in tech companies which were not apparent during the good times. In order to fix those models, companies can optimize software such as an online business simulation game. Here’s an excerpt from the interview: Damodaran: … Read More
Cliff Asness: A Value Bet Is Not Tech vs The World
In his latest article titled – Value Investing Is Not All About Tech, Cliff Asness explains why his value bet is not tech vs the world. Here’s an excerpt from the article: In other words, there are many different kinds of strategies and bets that are often labeled “value.” Tech … Read More
Terry Smith Top 10 Holdings – Q1 2022, BUYS ADBE, MTD, SABR, CGNX, WING
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 E019): NYSE Opening Bell, The Iron Worm, Retail Apocalypse, Crash or Megabear?
In their latest episode of the VALUE: After Hours Podcast, Bill Brewster Jake Taylor, and Tobias Carlisle discuss: Cathie Wood: AI Could Lead To 50% GDP growth Crash or Megabear? Retail Apocalypse Investing Lessons From The Iron Worm Intangibles Meeting Atoms Cash Is Trash A Recession May Be Around The … Read More