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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 True Power of Value Investing Lies in Market UnpredictabilityDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Rasmussen discussed The True Power of Value Investing Lies in Market Unpredictability. Here’…
Terry Smith: Investing Beyond the Headlines: Using Company Data for Economic InsightsIn this interview with the Money Maze Podcast, Terry Smith discussed some of his unconventional approaches to macro investing. His key points are: He invests in companies and co…
Howard Marks: The Importance of Having ‘Natural’ Interest RatesIn his recent interview at the Onde Investir 2024 event, Howard Marks uses an analogy of movie ticket prices to explain the potential problems with government-controlled interes…
Bill Ackman – 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 E03): Verdad’s Dan Rasmussen on Quant Small, Cheap, Levered Stocks-US and JapanIn their latest episode of the VALUE: After Hours Podcast Jake Taylor, Tobias Carlisle, and Dan Rasmussen discuss: The True Power of Value Investing Lies in Market Unpredictabil…
The Mastercard Inc (MA) 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 (01/26/2024)This week’s best investing news: Terry Smith – Is Active Management Worth Paying For? (Money Maze) Bitcoin or Gold? Oaktree’s Howard Marks Sees Little Difference (Bloomberg) Wha…
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 The Home Depot Inc 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. …
Buffett’s Bullish Tune Change: Stewarding the SystemDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Travis discussed Buffett’s Bullish Tune Change: Stewarding the System. Here’s an excerpt fro…
Michael Burry: Double Down When Other Investors Are Crying “Get Me Out!”In his 2001 Scion Capital Letter, Michael Burry explained why he embraces short-run declines, and doesn’t fear long-term impairment of his net worth. Here’s an excerpt from the …
Warren Buffett: The Rise and Fall of LTV and the Dangers of Overestimating YourselfIn his 2014 Berkshire Hathaway Annual Letter, Warren Buffett discusses the LTV corporation and its CEO, Jimmy Ling, as a cautionary tale about the dangers of financial hype and …
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 Dalio, Pzena, 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…- China’s Investment Landscape: A Risk Worth Ignoring or Embracing?During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Travis discussed China’s Investment Landscape: A Risk Worth Ignoring or Embracing?. Here’s a…
Mohnish Pabrai: Zeroes Happen: The Surprisingly Forgiving Math of Successful InvestingIn this Q&A session with Oxford University, Mohnish Pabrai discusses the forgiving nature of the investment business despite frequent mistakes. His key points include: High Erro…
Tom Gayner: When To (and Not To) Sell Your High-Flying InvestmentsIn this interview with The Knowledge Project, Tom Gayner explains why you shouldn’t sell a winning investment. The two main reasons include: 1. The high opportunity cost of rein…