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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…
Should You Invest in Microsoft or Google’s AI Race?During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Clapham discussed Should You Invest in Microsoft or Google’s AI Race?. Here’s an excerpt fro…
Howard Marks: 10 Year-End Book Recommendations 2023Howard Marks and the team at Oaktree Capital have just released their 10 Year-End Book Recommendations for 2023. Here is a list of the ten: 1. Thinking in Bets: Making Smarter D…
Bill Ackman: Successful Investing Requires A Private Equity Mindset in Public MarketsDuring his recent interview with David Rubenstein, Bill Ackman explained why successful investing requires a private equity mindset in public markets. Here’s an excerpt from the…
Howard Marks – 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 E45): Forensic Analysis with Stephen Clapham on $BABA, $TSLA, LVMH and $RACEIn their latest episode of the VALUE: After Hours Podcast Jake Taylor, Tobias Carlisle, and Steve Clapham discuss: Should You Invest in Microsoft or Google’s AI Race? Is Amazon’…
The Amazon.com Inc (AMZN) 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 (12/08/2023)This week’s best investing news: Poor Charlie’s Almanack – FREE ONLINE – Stripe Press (Stripe) Remembering Charlie Munger | Market Masters With Mohnish Pabrai (CNBC TV18) Activi…
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 Meta Platforms Inc 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. …
Unveiling Investment Truths from Antiquity: Lessons from StonehengeDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Brewster discussed Unveiling Investment Truths from Antiquity: Lessons from Stonehenge. Here…
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…
Mohnish Pabrai: Lessons From Munger – Unleashing the Power of Big BetsIn this interview with CNBC, Mohnish Pabrai discusses some of the best lessons he learned from Charlie Munger. Munger emphasized the importance of concentration and big bets in …
Howard Marks: Don’t Be the 98% Skydiver: Why Considering Worst-Case Scenarios MattersIn his latest Insight with Annie Duke, Howard Marks emphasizes the importance of intellectual humility and considering alternate outcomes when making decisions. He argues that m…
This Acquirers Multiple Stock Is Undervalued, According to Dalio, Greenblatt, PzenaPart 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…- How Peloton Lost Its Cool Factor: A Case Study in Brand MismanagementDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Brewster discussed How Peloton Lost Its Cool Factor: A Case Study in Brand Mismanagement. He…
Michael Burry: One Extraordinary Example Of Market InefficiencyIn his 2001 Scion Capital Letter, Michael Burry cited one extraordinary example of market inefficiency in which he profited greatly. Here’s an excerpt from the letter: An Illust…
Charles Munger: 4 Reasons Investing Will Be Harder Over The Next 100 YearsThis interview by John Collison with Charles Munger was scheduled to air for a while, coinciding with Stripe Press’s launch of the reprint of Poor Charlie’s Almanack, which is l…