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Warren Buffett: My $269M Mistake: The “Unforced Error” On USAirIn his 1994 Berkshire Hathaway Annual Letter, Warren Buffett discussed his mistake in purchasing USAir preferred stock for $358 million, on which the dividend was suspended. He …
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, Dalio, GreenblattPart 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…
Free Money + Carry Trade: Why Buffett’s Japan Bet is a Masterclass in Value InvestingDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Huber discussed Free Money + Carry Trade: Why Buffett’s Japan Bet is a Masterclass in Value …
Michael Mauboussin: Investing Beyond Probability: The Power of Expected ValueIn his paper titled The Babe Ruth Effect, Michael Mauboussin discusses expected value vs probability. He cites Nassim Taleb who predicted a 70% chance the market will go up slig…
Cliff Asness: Embrace Risk, Reap Rewards: Ditch Low-Return Comfort Zones for InvestorsIn his latest article titled Why Not 100% Equities, Cliff Asness argues for pushing change and embracing some risk for potentially better returns, instead of settling for lower …
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…- Ergodicity in Action: Betting on Skiers with Risk & Reward Trade-offsDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Huber discussed Ergodicity in Action: Betting on Skiers with Risk & Reward Trade-offs. Here’…
Warren Buffett: Hogs, Hedge Funds & Human Flaws: The Game Behind Your MoneyIn his 2016 Berkshire Hathaway Annual Letter, Warren Buffett explains that many investment professionals exploit human psychology to earn high fees, regardless of actual perform…
David Einhorn: Uncovering Value Through Narratives & MisconceptionsIn this interview with Masters in Business, David Einhorn explains why his investing approach is based on narrative and potential, which can lead to undervalued discoveries. 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…- Coffee Cans vs. Punch Cards: The Balancing Act of Portfolio ManagementDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Huber discussed Coffee Cans vs. Punch Cards: The Balancing Act of Portfolio Management. Here…
Howard Marks: Are You Swimming Naked? The Hidden Dangers of MalinvestmentIn this discussion with Edward Chancellor, Howard Marks explains how bad investments often fly under the radar until put to the test by challenging circumstances. It’s only then…
Mohnish Pabrai: The Munger Mindset: Focus On Continuous Improvement & Avoid StagnationIn this interview with Morningstar, Mohnish Pabrai discusses Charlie Munger’s philosophy of focusing on continuous improvement and not dwelling on past achievements. Here’s an e…
Rich Pzena – 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 E05): John Huber on Deep Value Stocks, Compounders, Neversell and ConcentrationIn their latest episode of the VALUE: After Hours Podcast Jake Taylor, Tobias Carlisle, and John Huber discuss: Coffee Cans vs. Punch Cards: The Balancing Act of Portfolio Manag…
Johnson & Johnson (JNJ) 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 are not cur…- This Week’s Best Value Investing News, Podcasts, Interviews (09/02/2024)This week’s best investing news: Behind the Memo: Easy Money with Howard Marks and Edward Chancellor (pca.st) Mohnish Pabrai on ‘The Education of a Global Investor’ at FLAME Uni…