In the book – The Art of War, Sun Tzu provides some great lessons which are also applicable to investing. Here’s an excerpt from the book: Thus we may know that there are five essentials for victory: (1) He will win who knows when to fight and when not to … Read More
One Stock Superinvestors Are Buying
As 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 Screeners, based on their latest 13F’s. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, … Read More
How To Generate Monster Returns
In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss How To Generate Monster Returns. Here’s an excerpt from the episode: Bill: I mean, look, what he taught me is how to think years and years out. That’s my big take away from him. And … Read More
Daniel Crosby: The Road To Poor Returns Is Paved With Complexity
In his book – The Laws of Wealth: Psychology and the Secret to Investing Success, Daniel Crosby explains why the road to poor returns is paved with complexity. Here’s an excerpt from the book: There are a number of reasons – some nefarious, others not – why Wall Street tends to … Read More
Howard Marks: Invest Early, Invest Heavily, And Stay In The Market
In his latest interview with InfoMoney, Howard Marks recommends that investors invest early, invest heavily, and stay in the market. Here’s an excerpt from the interview: I think the most important thing that I would stress for your listeners, or readers, or whoever they’re going to be is… the most … Read More
Aswath Damodaran: Mythology Surrounding Great CEOs
In his latest article titled – Managing across the Corporate Life Cycle: CEOs and Stock Prices!, Aswath Damodaran discusses the mythology surrounding great CEOs. Here’s an excerpt from the article: It is no surprise that most people are convinced that there is a template for a great CEO that applies across … Read More
Paul Singer: Investor FOMO Could Lead To Significant And Long Lasting Damage
In his recent article for the Financial Times, Paul Singer discusses why investor FOMO could lead to significant and long lasting damage. Here’s an excerpt from the article: What then for the institutional managers when the rush for the exits begins? One answer might be that the authorities will never … Read More
Warren Buffett Top 10 Holdings – Latest 13F, Buys CVX, RPRX, FND
One 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 their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More
VALUE: After Hours (S03 E47): Value Rises, Growth Falls; Monster Winners; and Lasers
In this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Holding For Very Long Periods Provides Monster Winners Warren Buffett vs Terry Smith Favorite Non-Buffett Investor This Is How A Laser Works Value Rises, Growth Falls Great Investors Survive Rough Periods & … Read More
GMO: Growth Traps Are Worse Than Value Traps
In their latest insight titled – Value Traps vs Growth Traps, GMO explains why growth traps are worse than value traps. Here’s an excerpt from the article: When Value disappoints, markets are mad. When Growth disappoints, they are merciless. Value traps are facts of life for value managers. A stock … Read More
This Week’s Best Value Investing News (12/10/2021)
This week’s best investing news: Who are the Longest Serving Active CEOs in the S&P 500? (Visual Capitalist) Credit-Driven Asset Price Inflation (Verdad) Sumner Redstone: Winning Above All Else (Neckar) The Truth About P/E Ratios (Validea) Inflation and the Common Knowledge Game (Epsilon Theory) Comparing Peter Lynch with the Beatles (Ritholz) 213: Amazon Logistics vs … Read More
Stock In Focus – TAM Stock Screener – Industrias Bachoco, S.A.B. de C.V. (NYSE: IBA)
As part of our ongoing series here at The Acquirer’s Multiple, we provide this feature article titled ‘Stock in Focus‘ where we focus on one of the stocks from our Stock Screeners. One of the cheapest stocks in our Stock Screeners is: Industrias Bachoco, S.A.B. de C.V. (NYSE: IBA) Industrias Bachoco SAB de … Read More
Stress Kills You
In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss why Stress Kills You and how to deal with it using new medical aids you can learn about if you visit Budpop. Consider exploring a peaceful park or practicing deep breathing exercises to relieve stress, … Read More
This Acquirers Multiple Stock Appearing In Dalio, Greenblatt, Ainslie Portfolios
Part 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 their portfolios. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, … Read More
Bill Miller: One Of The Best Ways To Find Opportunities
In this interview on The Investors Podcast, Bill Miller discusses one of the best ways to find opportunities. Here’s an excerpt from the interview: Miller: One of the things that we try and do is abstract away from the day to day noise in the market. The future is unpredictable, … Read More
Gavin Baker: Warren Buffett Doesn’t Need To Do Due Diligence
In the latest Graham & Doddsville Newsletter, Gavin Baker explains why Warren Buffett doesn’t need to do due diligence. Here’s an excerpt from the interview: G&D: So, switching gears, it seems like you have a large investible universe. A lot of the companies that you own don’t necessarily fit in one … Read More
Why Picking High Growth Winners Is So Hard
In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Why Picking High Growth Winners Is So Hard. Here’s an excerpt from the episode: Bill: I think you could buy him here with a long enough time horizon. I totally agree that you could have … Read More
Michael Steinhardt: Develop A Variant Perception
In his book – No Bull: My Life In and Out of Markets, Michael Steinhardt explains how he profited from developing a variant perception. Here’s an excerpt from the book: During this period, I began to consciously articulate the virtue of using variant perception as an analytic tool. I defined variant … Read More
Chris Mayer: It’s A Bad Idea To Continually Check Your Portfolio
In his latest article at Woodlock House, Chris Mayer explains why it’s a bad idea to continually check your portfolio. Here’s an excerpt from the article: To start: I don’t like to follow the returns of my fund’s portfolio too closely. For example, I try not to actually log in … Read More
One Stock Superinvestors Are Selling
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 Screeners, based on their latest 13F’s. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth … Read More