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Warren Buffett: Sophistication In Global Finance Will Provide Investing OpportunitiesDuring the recent 2024 Berkshire Annual Meeting, Warren Buffett reflected on past experiences, acknowledging he’d gained wisdom. He anticipates future challenges, expecting cris…
The One Stock That Superinvestors Are Dumping: Is It Time to Sell?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 Sc…
Value Investing Insights: The Role of NAV Discounts in Outperforming StocksDuring their recent episode, Taylor, Carlisle, and Cunningham discussed Value Investing Insights: The Role of NAV Discounts in Outperforming Stocks, here’s an excerpt from the e…
Warren Buffett: Turning Economic Dark Clouds into Investor GoldIn his 2016 Berkshire Hathaway Annual Letter, Warren Buffett discusses how he and Charlie Munger strive for yearly growth in normalized earnings per share, despite potential eco…
Cliff Asness: Fighting Human Nature for Greater RewardsDuring his recent interview with Capital Allocators, Cliff Asness discusses his struggle with emotional responses to market fluctuations despite his long-term investment philoso…
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…- Best Lines From The 2024 Berkshire MeetingDuring their recent episode, Taylor, Carlisle, and Cunningham discussed Best Lines From The 2024 Berkshire Meeting, here’s an excerpt from the episode: Tobias: One of the great …
Bill Ackman: Value Investing: Lessons from Warren Buffett and Michael PorterIn this fireside chat at USB, Bill Ackman discusses the value of understanding the predictable nature of businesses, akin to bonds with varying coupons and no fixed maturity, em…
Bill Nygren: Why You Shouldn’t Sell After The S&P500 Records New HighsIn his latest Q1 2024 commentary, Bill Nygren explains why investors shouldn’t sell after the S&P500 records new highs. An investor selling at each new high would have missed su…
Carl Icahn – 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 E19): Third Avenue’s Small-Cap Value Portfolio Manager Victor CunninghamIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Victor Cunningham discuss: Best Lines From The 2024 Berkshire Meeting Value Investin…
McDonald’s Corp (MCD) 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 (05/10/2024)This week’s best investing news: Howard Marks Memo: The Impact of Debt (OakTree) Berkshire Hathaway Annual Meeting 2024 (CNBC) Guy Spier – VALUEx Berkshire Hathaway 2024 Event: …
Why Meta Platforms Inc (META) Stock Is 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. …
Skin in the Game: Why Microcap Buyout Investors Should Own Alongside ManagementDuring their recent episode, Taylor, Carlisle, and Claremon discussed Skin in the Game: Why Microcap Buyout Investors Should Own Alongside Management, here’s an excerpt from the…
Warren Buffett: How I Would Invest Today For 50% Annual ReturnsDuring his recent Berkshire Hathaway Annual Meeting, Warren Buffett discussed how he would achieve a 50% annual return with less than $1 million by deeply investigating small in…
Howard Marks: The Pros and Cons of Using Financial Leverage In InvestingIn his latest memo titled – The Impact of Debt, Howard Marks explains that leveraging debt is used to increase capital efficiency because debt is generally cheaper than equity, …
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. Large-Caps are defined by $10 Billion Market Cap or more. Here’s this week’s top 10 worst perfor…