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2024 Predictions on Small Value, Oil, Gold, $SPY & $BTCDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Brewster discussed 2024 Predictions. Here’s an excerpt from the episode: Jake: All right. I …
Aswath Damodaran: Beyond The Models: The 3 Fundamentals of Business Value (Even A 16th-Century Glassmaker Knew)In this interview with Aikya Connect, Aswath Damodaran argues that even though the tools and data for analyzing businesses have evolved over time, the core drivers of value have…
Warren Buffett: Personal Development: Your Biggest Investment Isn’t Money (It’s You!)During the 2005 Berkshire Hathaway Annual Meeting, Warren Buffett discussed the importance of investing in yourself, the need to focus on good businesses in the U.S, and Berkshi…
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 Marks, Asness, SimonsPart 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 Speech in the Age of Musk: Twitter’s Uncertain FutureDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Brewster discussed Free Speech in the Age of Musk: Twitter’s Uncertain Future. Here’s an exc…
Ray Dalio: Embracing Your Mistakes Makes You a Better InvestorIn his book Principles Life and Work, Ray Dalio explains why embracing mistakes are crucial for learning and growth. Most investors often feel bad about them or blame others. Th…
Mohnish Pabrai: Quality Over Quantity: A Counterintuitive Guide to DiversificationIn this interview with The Value Perspective, Mohnish Pabrai explains why investors shouldn’t blindly chase diversification. They should focus on understanding a few companies w…
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…- Nikola vs. Tesla Robots: Real Deal or CGI Hype?During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Brewster discussed Nikola vs. Tesla Robots: Real Deal or CGI Hype?. Here’s an excerpt from t…
Terry Smith: Return on Capital: The Key to Identifying Winning InvestmentsIn his book Investing for Growth, Terry Smith provides investors with a summary of what a good company looks like. A good company is one that consistently generates high returns…
Warren Buffett: Forget Gold & Cash: Inflation-Proof Your PortfolioIn his 2011 Berkshire Hathaway Annual Letter, Warren Buffett explained why he invests in productive assets (businesses, farms, real estate) over cash/currency or sterile assets …
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…- 2024 Will See A Black Swan Payoff EventDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Brewster discussed 2024 Will See A Black Swan Payoff Event. Here’s an excerpt from the episo…
David Abrams – 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 (S05 E47): Holiday Special 2024 Predictions on Small Value, Oil, Gold, $SPY & $BTCIn their latest episode of the VALUE: After Hours Podcast Jake Taylor, Tobias Carlisle, and Bill Brewster discuss: 2024 Will See A Black Swan Payoff Event Nikola vs. Tesla Robot…
The 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 are not cur…- This Week’s Best Value Investing News, Podcasts, Interviews (12/22/2023)This week’s best investing news: Climbing the Maturity Wall of Worry (Jesse Livermore) The Persistence of Value & Growth (Verdad) Mohnish Pabrai’s Big Bet On AMR Paid Off (Forbe…