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Terry Smith – 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 E46): Seawolf’s Porter Collins and Vincent Daniel on value, rates and the FedIn their latest episode of the VALUE: After Hours Podcast Jake Taylor, Tobias Carlisle, and guests Porter Collins and Vincent Daniel discuss: Wall Street’s Blind Spot: Acquirer’…
The Apple Inc (AAPL) 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…
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…- This Week’s Best Value Investing News, Podcasts, Interviews (12/15/2023)This week’s best investing news: Jeff Bezos: Amazon and Blue Origin (Lex Fridman) We Make Investments For The Long Haul: Ace Investor Mohnish Pabrai | Market Masters | (CNBC TV1…
Why Gilead Sciences 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. …
Tesla’s Accounting Inconsistencies and Management TurnoverDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Clapham discussed Tesla’s Accounting Inconsistencies and Management Turnover. Here’s an exce…
GMO: The Compelling Case for High-Quality Deep Value StocksIn his latest article from GMO, Ben Inker argues that higher quality deep value stocks are currently very cheap and a great investment opportunity. Here’s an excerpt from the ar…
Michael Mauboussin: Independent vs. Cumulative Luck: How Both Influence Your Investment JourneyDuring this interview with MIB, Michael Mauboussin argues that most successful investors acknowledge the role of luck in their achievements. He cites a study that found that suc…
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, Pzena, AsnessPart 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…- Charlie Munger’s 3 Rules for Career SatisfactionDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Clapham discussed Charlie Munger’s 3 Rules for Career Satisfaction. Here’s an excerpt from t…
Aswath Damodaran: Investing is Pricing, Not Valuation – Why Long-Term Investors Hold the AdvantageDuring this interview with AIKYA, Aswath Damodaran explains why investing is really all about pricing. He believes that valuation is a long-term game that most people are not eq…
Michael Burry: Beyond Stock Picking: The Art and Science of Investing SuccessIn his MSN money articles, Michael Burry discusses the various aspects of successful portfolio management, including the optimal number of stocks, timing of buying and selling, …
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…- Is Amazon’s Labor Intensity A Ticking Time Bomb in an Inflationary World?During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Clapham discussed Is Amazon’s Labor Intensity A Ticking Time Bomb in an Inflationary World?.…
Mohnish Pabrai: The 2 Key Questions Investors Should Ask Before Making An InvestmentDuring this interview with CNBC, Mohnish Pabrai discusses the two key questions investors should ask before making an investment. Here’s an excerpt from the interview: Pabrai: B…
Joel Greenblatt: Why Brilliant Investors Need to Listen: The Power of Collaborative ChallengeDuring this interview with RWH, Joel Greenblatt discusses the dangers of brilliant investors becoming isolated and ignoring feedback. He and his business partner Rob are a succe…