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Cliff Asness: Value Investing Opportunity Remains Attractive, Here’s WhyDuring his recent interview with TD, Cliff Asness discusses a concept he’s developed: the magnitude of the difference between high and low multiple stocks. He believes that the …
Howard Marks – 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 E09): Economist Jonathan Treussard on Risk Management, Black Swans and MBSIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle and Jonathan Treussard discuss: New Cold War, New Risks: Why AI Stocks Might Be Overlooking Geopolitic…
NVIDIA Corp (NVDA) 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 (02/08/2024)This week’s best investing news: Howard Marks Warns Governments ‘Can’t Keep Us Aloft Forever’ (Bloomberg) Ray Dalio: Are We in a Stock Market Bubble? (Linkin) A Momentum Crash C…
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. …
The Casino-fication of the Market: Comparing Past and PresentDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Carroll discussed The Casino-fication of the Market: Comparing Past and Present. Here’s an e…
Warren Buffett: The Challenge of Finding Great BusinessesIn his latest 2023 Berkshire Hathaway Annual Letter, Warren Buffett discusses his strategy of investing in businesses with strong fundamentals and enduring competitive advantage…
Bill Nygren: Current Market Provides Lots Of Opportunities For Value InvestorsDuring his recent interview with CNBC, Bill Nygren explained that in the current environment, there are many stocks trading at a low multiple, making it a good time for value in…
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 Greenblatt, Dalio, PzenaPart 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…- Be Careful What You Wish For: Risks of Fed Rate CutsDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Carroll discussed Be Careful What You Wish For: Risks of Fed Rate Cuts. Here’s an excerpt fr…
Chris Davis: Unveiling the “Cost of Foolishness”: Why Risk Culture Drives Investment SuccessIn his recent interview with Value Investor Insight, Chris Davis discussed how he has outperformed the market by focusing on financials and avoiding common mistakes outsiders ma…
Warren Buffett: When To Sit on Cash Instead of Buying StocksIn his 2002 Berkshire Hathaway Annual Letter, Warren Buffett explains how they are willing to wait on the sidelines for opportunities with at least a 10% pre-tax return potentia…
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…- Burgelman’s Trap: Identifying Flywheel Businesses for Sustainable GrowthDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Carroll discussed Burgelman’s Trap: Identifying Flywheel Businesses for Sustainable Growth. …
Ray Dalio: Are We In A Bubble? 6 Warning Signs Every Investor Should KnowIn his recent article titled Are We In A Stock Market Bubble?, Ray Dalio has developed a set of criteria to identify bubbles in various markets, including stocks, real estate, a…