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Ray Dalio: Mastering Decision-Making: Systematize and Back-Test for Better OutcomesIn this interview with Columbia University, Ray Dalio recommends taking a thoughtful and systematic approach to decision-making. He emphasizes the importance of identifying and …
Howard Marks: The Inescapable Link Between Risk Management and Investment SuccessIn his latest memo titled The Indispensability of Risk, Howard Marks explains why investors should approach their portfolio with the expectation that not all investments will su…
Ray Dalio – 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 E16): Zeke Ashton on value investing in the early 2000s and his returnIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Zeke Ashton discuss: Why Margin of Safety Matters More Than Ever How to Spot Long-Te…
Apple Inc (AAPL) 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 (04/19/2024)This week’s best investing news: Howard Marks Memo – The Indispensability of Risk (OakTree) Ray Dalio Shares Investment, Career Insights (Columbia) The Missing Billionaires (Ver…
10 Big-Name Stocks Near 52-Week Lows: Are They A Buy?Over the past twelve months a number of big named companies have been near or below their 52 week low price. Each week we’ll take a look at some of the biggest names currently c…
Why Ambev SA (ABEV) 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. …
Small-Cap Financials: An Overlooked Niche for Value InvestorsDuring their recent episode, Taylor, Carlisle, Daniel, and Collins discussed Small-Cap Financials: An Overlooked Niche for Value Investors, here’s an excerpt from the episode: T…
Michael Burry: Choosing Individual Stocks Over Market TrendsIn his 2002 Scion Value Fund Letter, Michael Burry observed that while some individual stocks were undervalued, overall, most stocks continued to be priced relatively high despi…
Warren Buffett: Avoid These Common Investment MistakesIn his 2014 Berkshire Hathaway Annual Letter, Warren Buffett discussed the common pitfalls that make stock ownership risky due to investor behavior, such as active trading, tryi…
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…
This Acquirers Multiple Stock Is Undervalued, According to Dalio, Soros, CohenPart 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…- EVs and Catalytic Converters: Rethinking the Demand for PlatinumDuring their recent episode, Taylor, Carlisle, Daniel, and Collins discussed EVs and Catalytic Converters: Rethinking the Demand for Platinum, here’s an excerpt from the episode…
Ray Dalio: Why Gold Should Be Part of Your Balanced Investment PortfolioDuring his recent update on The Five Big Forces Shaping 2024, Ray Dalio explained why gold should be part of a balanced portfolio to mitigate risks across various market conditi…
John Rogers: The Impact Of The ‘Fab Four’ On Markets in 2024In his recent Q1 2024 Market Commentary, John Rogers says the recent rally in the stock market has been significantly driven by four major stocks, referred to as the “fab four”:…
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…- Cannabis Producer Moats: How Glass House Wins on Cost of ProductionDuring their recent episode, Taylor, Carlisle, Daniel, and Collins discussed Cannabis Producer Moats: How Glass House Wins on Cost of Production, here’s an excerpt from the epis…