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
Merry Christmas & Happy New Year From The Acquirer’s Multiple Team
To all of our readers, subscribers, and followers on social we would like to thank you for your ongoing support and wish you all a Merry Christmas and a Happy New Year. We’ll be taking a short break and we’ll see you in 2022. Stay safe!
John Rogers: 2022 Will Be A Great Year For Value
In his recent interview with CNBC, John Rogers explained why 2022 will be a great year for value. Here’s an excerpt from the interview: Rogers: I feel strongly that 2022 is really going to be a great great year for value, and these large tech stocks have had their run … Read More
This Week’s Best Value Investing News (12/24/2021)
This week’s best investing news: A History: Interest Rates, Inflation & Markets (Jamie Catherwood) Biggest Winning Stocks Of Past 30 Years (Validea) Why Am I Reading This Now? 12.20.21 (Epsilon Theory) Henry Ellenbogen’s Playbook for Durable Growth (Neckar) The Liberty Complex: Cash Flow Today, Taxes Eventually (Diff) Bill Foley (EC) The Web3 Renaissance: A Golden Age for … Read More
Stock In Focus – TAM Stock Screener – Atkore Inc (NYSE: ATKR)
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: Atkore Inc (NYSE: ATKR) Atkore is a diversified industrials company and … Read More
Berkshire’s Business Model Without Buffett
In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Berkshire’s Business Model Without Buffett. Here’s an excerpt from the episode: Bill: I’m more worried about Berkshire keeping the Berkshire model when Buffett dies than I am somebody replicating the Berkshire model. Tobias: How would … Read More
Cliff Asness: Unless Human Nature Has Changed We Will Continue With Our Strategy
In this interview on Bloomberg, Cliff Asness was asked if he will continue to follow his investing strategy which has underperformed recently. Here’s an excerpt from the interview: Asness: We try very hard to approach that question with a very open mind. My mother-in-law’s fond of saying – you want … Read More
John Malone: Sometimes You Just Need To Get Lucky In Investing
In his recent interview on CNBC, John Malone explained how bad luck meant he didn’t invest in some great growth stocks. Here’s an excerpt from the interview: MALONE: Some of these, yeah, some of these structural discounts are, are starting to go away which we knew they would with time, … Read More
This Acquirers Multiple Stock Appearing In Grantham, Simons, Gabelli 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
How To Measure Hard Work In Investing
In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss How To Measure Hard Work In Investing. Here’s an excerpt from the episode: Jake: [laughs] Woke perfect. This is kind of inspired by, I regularly have dreams where I am working in the supermarket again, … Read More
Tom Russo: The Benefits Of Selling To Berkshire Hathaway
In his recent presentation to CFA Society India, Tom Russo discussed the benefits of selling your business to Berkshire Hathaway. Here’s an excerpt from the presentation: I would say that what it means in general is that Berkshire may be better off in its goal of fulfilling its promise over … Read More
Bill Nygren: Low PE Stocks Provide A Very Good Hunting Ground For Long-Term Investors Today
In his latest interview on CNBC, Bill Nygren explained why low PE stocks provide a very good hunting ground for long-term investors today. Here’s an excerpt from the interview: At Oakmark we think really long term and you look back over the past decade it has been a great decade … 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
Elon Musk – 2017 Time Magazine Prediction
In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Elon Musk – 2017 Time Magazine Prediction. Here’s an excerpt from the episode: Tobias: Speaking of cults, so, I saw this tweet this morning. It’s from April 2017 from a gentleman by the name of … Read More
Jake Taylor: The Stoic Path To Investing
In his recent interview on the Millennial Investing Podcast, Jake Taylor discussed the importance of having a stoic mentality in investing. Here’s an excerpt from the interview: Taylor: But at the same time, a big part, I think of figuring out how to be a good investor is actually understanding … Read More
Michael Mauboussin: The 3 Buckets Of Investing In Today’s Markets
In his latest interview on Masters in Business, Michael Mauboussin discussed the three buckets of investing in today’s markets. Here’s an excerpt from the interview: RITHOLTZ: So — so here’s the pushback that I think we would get from a Robinhood trader today who is looking in their portfolio over … 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
AMC Spaces & The Short Squeeze
In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss AMC Spaces & The Short Squeeze. Here’s an excerpt from the episode: Tobias: Let’s talk about those AMC Spaces because I jumped into one, Friday, I think. Yeah, I think. Bill: I know. I was … Read More
Why Do Owner-Operators Outperform Typical Public Companies?
In the book, 100 Baggers, Chris Mayer discusses a number of studies that explain why owner-operators outperform typical public companies. Here’s an excerpt from the book: In today’s weird marketplace, the presence of owner-operators can be a signal of a likely value. And as with value, an owner-operator is a … Read More
Bill Miller: Most Of The Big Name Stocks Offer Good Value
In his recent interview on WealthTrack, Bill Miller explained why most of the so called growth stocks offer good value. Here’s an excerpt from the interview: I don’t think this market is terribly expensive. There’s some names in the very high growth sphere, cloud computing, software services, things like that. … Read More