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This Acquirers Multiple Stock Is Undervalued, According to Dalio, Simons, GriffinPart 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…
The Power of Innovation: How State Farm Grew from a Small Company to a BehemothDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, Kagan, and Bennett discussed The Power of Innovation: How State Farm Grew from a Small Company t…
RIP Charles Munger: I Never Anticipated Getting To $100 Billion From Our Piddly StartDuring his recent interview with Becky Quick, Charles Munger explained how he never anticipated getting to $100 Billion from his piddly start with Warren Buffett. Here’s an exce…
Mohnish Pabrai: Most Investors Are Too Smart For Their Own GoodDuring this presentation with YPO Waterloo Austin, Mohnish Pabrai says most humans are not able to stay with their investing program, and are too smart for their own good. Here’…
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…- Real Estate Distress Cycle: A Buying Opportunity for InvestorsDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, Kagan, and Bennett discussed Real Estate Distress Cycle: A Buying Opportunity for Investors. In …
Michael Burry: Case Study: The Importance Of Following Your Own RulesIn his March 29, 2001 Journal Entry, Michael Burry discusses two examples of when he failed to follow his own rules that cost him. Here’s an excerpt from the entry: Investment m…
Seth Klarman: You Aren’t Human If You Aren’t Scared You’ve Made A Gigantic Mistake When Purchasing A StockIn his 1997 Baupost Group Letter, Seth Klarman says you aren’t human if you aren’t scared you’ve made a gigantic mistake when purchasing a stock. Here’s an excerpt from the lett…
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…- Beyond Fix and Flip: Embracing Buy & Hold Investing for Sustainable Real Estate ProfitsDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, Kagan, and Bennett discussed Beyond Fix and Flip: Embracing Buy & Hold Investing for Sustainable…
Michael Mauboussin: The Emotional Toll of Investing in Superstar Companies: Can You Handle the Drawdowns?During his recent interview on the Money Maze Podcast, Michael Mauboussin discussed the qualities of superstar companies and the challenges of finding them. He noted that many o…
Howard Marks: The Tide Is Going Out: Are You Prepared for a Recession?During his latest Insight Conversation, Howard Marks explains why the tide is going out and the unusually ‘easy’ period for risk-taking is over. Here’s an excerpt from the conve…
Glenn Greenberg – 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 E43): ReSeed’s Moses Kagan and Rhett Bennett on Real Estate and PropertyIn their latest episode of the VALUE: After Hours Podcast Jake Taylor, Tobias Carlisle, Moses Kagan, and Rhett Bennett discuss: Beyond Fix and Flip: Embracing Buy & Hold Investi…
The Walt Disney Co (DIS) 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 (11/24/2023)This week’s best investing news: The Insight: Conversations – Full Return World with Howard Marks and Armen Panossian (OakTree) Bridgewater’s Ray Dalio: U.S. nearing ‘inflection…
Why Alphabet 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. …
Use Twitter To Make Money Trading PanicDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Dillian discussed Use Twitter To Make Money Trading Panic. Here’s an excerpt from the episod…