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Warren Buffett: How Amateur Investors Can Outsmart Wall Street GurusIn his 2013 Berkshire Hathaway Annual Letter, Warren Buffett outlined an investing strategy that could be used by non-professional investors to achieve success in the stock mark…
Terry Smith: AI Hype or Real Revolution? Why Picking the Winners is a Fool’s ErrandIn his latest 2023 Annual Letter, Terry Smith discusses the rise of AI as a significant force behind market growth, particularly for Nvidia and the Magnificent Seven. He offers …
This Acquirers Multiple Stock Is Undervalued, According to Dalio, Simons, 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…
Howard Marks: Fed Funds Rate Prediction: Brace for 3.0%-3.5% Over Next 5-10 YearsDuring his latest memo titled Easy Money, Howard Marks discusses what he sees happening going forward. His key takeaways are: The Fed is expected to cut rates in 2024: Based on …
Mohnish Pabrai: The Peoria Portfolio: Unpacking Munger’s High-Quality, Low-Stock StrategyDuring his Q&A session at Clemson University, Mohnish Pabrai discussed his approach to diversification which contrasts with the traditional view that spreading investments acros…
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…
Warren Buffett: The Best Investing Moves Get YAWNS, Not ApplauseIn his 2008 Berkshire Hathaway Annual Letter, Warren Buffett emphasizes that seeking approval should not be the aim of investing. This mentality can be detrimental for several r…
Chuck Royce: Undervalued & Unstoppable: Quality Small Caps Poised for DominanceIn his latest Q&A session with Francis Gannon, Chuck Royce discussed his optimism about the future of small-cap stocks, especially those with quality fundamentals, due to their …
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…
David Herro: Double Discount: Why International Value Stocks Are Ready to SoarIn his latest Insight, David Herro sees a stark divide between undervalued value stocks (especially international) and inflated growth stocks, primarily due to factors like the …
Howard Marks: Get Equity-Like Returns with Less Risk: The “Zone of Reasonableness”During his latest Insight Conversation, Howard Marks says the current market and economic climate call for a cautious and strategic approach to investment, prioritizing stabilit…
Ray Dalio – 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…
The Visa Inc (V) 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 (01/05/2024)This week’s best investing news: Greenlight Finishes the Year on a Losing Note (Institutional Investor) Mohnish Pabrai – 2024 Free Lunch Portfolio (MP) Walking into the Unknown …
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 Comcast Corp 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. …
85% Of Economists Polled Last Year Thought We’d Be In A Recession Right NowDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Brewster discussed 85% Of Economists Polled Last Year Thought We’d Be In A Recession Right N…
Michael Mauboussin: Beyond Market Efficiency: Diversity, Incentives, and the “Wisdom of Crowds”In his recent interview with Bloomberg, Michael Mauboussin compares market efficiency to a “wisdom of crowds” phenomenon, where diverse perspectives, information aggregation, an…