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Jamie Dimon: Reduce Risk, Maximize Gains: The Art of Investment Decision-MakingIn his latest letter to shareholders, Jamie Dimon discusses the importance of decision-making and taking action. He highlights the need to find a balance between careful conside…
Howard Marks: 2024 Market Rollercoaster: Prepare for the Unexpected!In his latest memo titled ‘2023 in Review’, Howard Marks argues that the future is uncertain, especially in economics and investing. Most experts are unsure about what will happ…
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…
Tesla’s Future: Beyond the Hype: A Look at Battery Tech and InfrastructureDuring their recent episode, Taylor, Carlisle, and Katsenelson discussed Tesla’s Future: Beyond the Hype: A Look at Battery Tech and Infrastructure, here’s an excerpt from the e…
Warren Buffett: The Role of Consumer Loyalty and Emotional Connections in InvestingDuring the 2018 Berkshire Hathaway Annual Meeting, Warren Buffett discusses the importance of investing in companies that create products that engender positive emotional respon…
Bill Nygren: How To Avoid Value TrapsIn this interview with John Rotonti, Bill Nygren defines a value trap as a company that looks cheap (low multiples) but won’t actually become more valuable over time, typically …
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…- The Danger of One-Decision StocksDuring their latest episode of the VALUE: After Hours Podcast, Carlisle, Taylor, and Vitaliy Katsenelson discussed The Danger of One-Decision Stocks. Here’s an excerpt from the …
Cliff Asness: Today’s Market Is Less Efficient Than Ever BeforeIn this interview with Meb Faber, Cliff Asness argues that the market has become less efficient despite advancements in technology and information access. He believes the abunda…
Ray Dalio: China Investing: A Proven Path to Success in Bull & Bear MarketsIn his latest article titled ‘To Answer the Question of Why I Invest in China’, Ray Dalio explains why he invests in China: Experience and Success: He has a long history of succ…
Michael Burry – 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 E14): Vitaliy Katsenelson on Soul In The Game, Value, Sideways Markets, $TSLAIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Vitaliy Katsenelson discuss: Don’t Be Fooled by Popularity: The Danger of One-Decisi…
Tesla Inc (TSLA) 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 (04/05/2024)This week’s best investing news: Greenlight Capital’s David Einhorn shares investment ideas at the Sohn Conference (CNBC) Cliff Asness – Cognitive Dissonance (AQR) Lessons from …
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 United Parcel Service Inc (UPS) 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. …
From Laplace’s Demon to AI Ethics: Biases, Surveillance, and the Limits of ControlDuring their latest episode of the VALUE: After Hours Podcast, Carlisle, Taylor, and Eric Cinnamond discussed From Laplace’s Demon to AI Ethics: Biases, Surveillance, and the Li…
Warren Buffett: Inspired by Ben Graham: How I Learned to Love Falling Stock PricesIn his 2011 Berkshire Hathaway Annual Letter, Warren Buffett explained why investors who plan to buy stocks in the future should welcome falling stock prices (swoons) because it…