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Warren Buffett: Luck or Skill? The Monkey Factor in Investment Management PerformanceIn his 2016 Berkshire Hathaway Annual Letter, Warren Buffett discusses the role of luck in investing, suggesting that among a large group of managers making predictions, some ar…
Mohnish Pabrai: Why “Master Cloners” Have An Edge In The Investment WorldIn this interview with YPO’s Mosaic Chapter, Mohnish Pabrai discusses the concept of cloning good ideas in business and investing. He learned early on about the power of copying…
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…
Wile E. Coyote vs. The Road Runner: Can Anyone Catch Elon Musk’s FSD Hype?During their recent episode, Taylor, Carlisle, Daniel, and Collins discussed Wile E. Coyote vs. The Road Runner: Can Anyone Catch Elon Musk’s FSD Hype?, here’s an excerpt from t…
Terry Smith: Don’t Sell Winning StocksIn his book, Investing for Growth, Terry Smith discusses his decision to sell Dominos, before the stock price increased by over 45% in 2016, underscoring the fallibility in such…
Warren Buffett: Learning To Invest Through Practical ApplicationDuring the 2007 Berkshire Hathaway Annual Meeting, Warren Buffett discussed the importance of actual experience in investing, comparing theoretical knowledge to the experiential…
Terry Smith – 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 E15): Seawolf’s Vinny Daniel and Porter Collins on the economy, value and banksIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, Vinny Daniels, and Porter Collins discuss: Wile E. Coyote vs. The Road Runner: Can Anyon…
Microsoft Corp (MSFT) 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 (04/12/2024)This week’s best investing news: Howard Marks Memo – 2023 In Review (OakTree) Ray Dalio – To Answer the Question of Why I Invest in China (Linkedin) The Overlooked Strategy of D…
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 Alphabet Inc (GOOGL) 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. …
Can Physics Explain Markets? A Look at EMH Through Four ForcesDuring their recent episode, Taylor, Carlisle, and Katsenelson discussed Can Physics Explain Markets? A Look at EMH Through Four Forces, here’s an excerpt from the episode: Tobi…
Warren Buffett: Holding Onto Losers? Berkshire Hathaway’s Retention StrategyIn his 2011 Berkshire Hathaway Annual Letter, Warren Buffett explains why Berkshire keeps some of its underperforming businesses. The company believes in honoring its commitment…
Howard Marks: Building a Resilient Portfolio: The Art of True DiversificationIn this interview with 3 Takeaways, Howard Marks discusses the different types of diversification in investing. Ideally, these investments should react differently to various si…
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 Pzena, Dalio, GreenblattPart 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…- How Social Media Creates a Global FOMO FrenzyDuring their recent episode, Taylor, Carlisle, and Katsenelson discussed How Social Media Creates a Global FOMO Frenzy, here’s an excerpt from the episode: Jake: Buffett did say…