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David Einhorn: The Shift in Value Investing: Fewer Players, More OpportunitiesIn this interview with CNBC, David Einhorn says that the traditional value investing industry, where professionals managed funds and searched for undervalued stocks, has shrunk …
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 Simons, Gabelli, AinsliePart 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…
Can AI Ever Replace Experienced Investors?During their latest episode of the VALUE: After Hours Podcast, Carlisle, Taylor, and Eric Cinnamond discussed Can AI Ever Replace Experienced Investors?. Here’s an excerpt from …
Warren Buffett: Sell Securities When That Seems The Intelligent Thing To DoIn his 2017 Berkshire Hathaway Annual Letter, Warren Buffett discusses a new accounting rule that will distort net income figures. This rule requires including unrealized stock …
Guy Spier: The Iceberg of Investment: Why Public Portfolios Don’t Tell the Whole StoryDuring this interview with RWH, Guy Spier makes that point that an investor’s success is influenced by factors beyond their talent or knowledge. Specifically, he highlights the …
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…- From Earnings Calls to Investment Ideas: Bottom-Up Stock PickingDuring their latest episode of the VALUE: After Hours Podcast, Carlisle, Taylor, and Eric Cinnamond discussed From Earnings Calls to Investment Ideas: Bottom-Up Stock Picking. H…
Terry Smith: The Most Common Mistake That Investors Make TodayDuring this interview with The Daily Telegraph, Terry Smith answered a number of questions related to his investment strategy, including the most common mistake that investors m…
Bill Nygren: The Oakmark Formula For Market Beating ReturnsDuring his CSIMA Guest Speakers Series, Bill Nygren discussed the three key features he looks for in his potential investments. Nygren invests in companies with these three key …
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 Power of Absolute Return InvestingDuring their latest episode of the VALUE: After Hours Podcast, Carlisle, Taylor, and Eric Cinnamond discussed The Power of Absolute Return Investing. Here’s an excerpt from the …
Stanley Druckenmiller – 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 E12): Eric Cinnamond On Small Cap Value, Absolute Return, And The Stock MarketIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Eric Cinnamond discuss: The Power of Absolute Return Investing The Lower Risk, Stead…
- This Week’s Best Value Investing News, Podcasts, Interviews (03/29/2024)This week’s best investing news: Jeremy Grantham: Bubbles, AI, Climate Change, Population Growth (Insightful Investor) Terry Smith: ‘Most investors today are too short-term’ (Fu…
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 Philip Morris International Inc (PM) 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. …
Invasive Ants, Hunting Lions, and the Future of Private EquityDuring their latest episode of the VALUE: After Hours Podcast, Carlisle, Taylor, and John Rotonti Jr discussed Invasive Ants, Hunting Lions, and the Future of Private Equity. He…