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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…
Tesla’s $30 Trillion Market Cap: Is It Really Possible?During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Brewster discussed Tesla’s $30 Trillion Market Cap: Is It Really Possible?. Here’s an excerp…
Joel Tillinghast: 3 Key Takeaways from Peter Lynch’s Investment PhilosophyDuring his recent interview with Excess Returns, Joel Tillinghast discussed three of Peter Lynch’s tenets for successful investing. Here’s an excerpt from the interview: Tilling…
Mohnish Pabrai: The Power of Holding Great Businesses: Lessons from Ben Graham and GeicoDuring his recent interview with The Value Perspective, Mohnish Pabrai argues that long-term wealth creation requires holding onto great businesses beyond the point at which the…
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…- Small Cap Stocks: A Hunting Ground for OpportunitiesDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Brewster discussed Small Cap Stocks: A Hunting Ground for Opportunities. Here’s an excerpt f…
Charles Munger: Ben Graham’s Low-Hanging Fruit vs My Premium ApproachDuring one of his last interviews with Becky Quick, Charles Munger discussed the evolution of value investing. Ben Graham, a pioneer in value investing, taught that you could fi…
Li Lu: Charlie Munger: A Role Model for Ethical Investing and Lifelong LearningIn his letter titled Remembering My Teacher Charlie Munger, Li Lu explains how Charlie Munger believed that virtue, moral responsibility, truth-seeking, and public service are e…
Joel Greenblatt – 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 E44): Bill Brewster on Elliott activism on Crown Castle, Value vs GrowthIn their latest episode of the VALUE: After Hours Podcast Jake Taylor, Tobias Carlisle, and Bill Brewster discuss: Small Cap Stocks: A Hunting Ground for Opportunities Tesla’s $…
The Microsoft Corp (MSFT) 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 (12/01/2023)This week’s best investing news: Howard Marks Talks Legacy of Charlie Munger | Bloomberg Talks (Bloomberg) Charlie Munger, investing genius and Warren Buffett’s right-hand man, …
Why Lockheed Martin Corp 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. …
Real Estate Market Poised for a Return to Rational UnderwritingDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, Kagan, and Bennett discussed Real Estate Market Poised for a Return to Rational Underwriting. He…
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…
Jeremy Grantham: We Should All Expect Something Pretty Bad This TimeDuring his recent interview with Nate Hagens, Jeremy Grantham explained why we should all expect something pretty bad this time. Here’s an excerpt from the interview: Grantham: …
Howard Marks: The Greatest Lessons From Charles MungerDuring his recent interview with Bloomberg, Howard Marks discusses some of the greatest lessons from Charles Munger. Here’s an excerpt from the interview: Marks: Well if you wan…