Blog
Page 131
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…
Unveiling the Best Predictor of Stock Market PerformanceDuring their latest episode of the VALUE: After Hours Podcast, Carlisle, Taylor, and John Rotonti Jr discussed Unveiling the Best Predictor of Stock Market Performance. Here’s a…
Warren Buffett: Stealing with a Pen: The Devastating Effects of Corporate FraudIn his 1988 Berkshire Hathaway Annual Letter, Warren Buffett argues that some companies view Generally Accepted Accounting Principles (GAAP) as guidelines to be creatively inter…
Jeremy Grantham: Why Today’s Magnificent Titans Are Likely To FailDuring this interview with Insightful Investor, Jeremy Grantham discusses the difficulty of achieving good investment returns in the current market. He argues that past winners,…
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…- The Nygren Effect: 6x PE + Share Repurchases = 20% EPS GrowthDuring their latest episode of the VALUE: After Hours Podcast, Carlisle, Taylor, and John Rotonti Jr discussed The Nygren Effect: 6x PE + Share Repurchases = 20% EPS Growth. Her…
Prem Watsa: How To Achieve 20%+ ReturnsIn his 1987 Shareholder Letter, Prem Watsa discusses how short-term market fluctuations are driven by emotions and don’t reflect underlying business fundamentals. They advise in…
Howard Marks: Sometimes The Most Prudent Investing Simply Doesn’t WorkIn his memo titled Irrational Exuberance, Howard Marks discusses two investment philosophies: prudent investing and the approach that worked during the 1999 tech boom. Prudent i…
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 …- David Einhorn’s Shift in Value Investing Strategy: Prioritizing Cash FlowDuring their latest episode of the VALUE: After Hours Podcast, Carlisle, Taylor, and John Rotonti Jr discussed David Einhorn’s Shift in Value Investing Strategy: Prioritizing Ca…
- VALUE: After Hours (S06 E11): John Rotonti Jr on Best Value Firm Processes and Valuing BuybacksIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and John Rotonti Jr discuss: David Einhorn’s Shift in Value Investing Strategy: Prioriti…
Warren Buffett: Managerial Performance: Ditching the Yardstick or Fixing the Problem?In his 1983 Berkshire Hathaway Annual Letter, Warren Buffett explains why operating earnings/equity capital ratio is a good measure of managerial performance for most companies,…
Mohnish Pabrai: There’s Always A Bear Market SomewhereIn this presentation at Columbia Business School, Mohnish Pabrai explains how historical crashes can create long periods of low stock prices, discouraging investors. However, th…
Seth Klarman – 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…
Coca-Cola Co (KO) 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 (03/22/2024)This week’s best investing news: Fundsmith 2024 Annual Shareholders’ Meeting (Fundsmith) Jeremy Grantham – Sustainability Or Bust: The Sheer Impossibility Of Eternal Compound Gr…
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…
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…