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Charles Munger: Berkshire’s Success: The Constructive Peculiarities of Buffett and the Berkshire SystemIn his Special Letter titled Vice Chairman’s Thoughts – Past and Future, Charles Munger discusses Berkshire’s success, emphasizing that while luck played a role, the heavy lifti…
François Rochon: Owner’s Earnings: The Key to Investing SuccessIn his recent interview with Compounding Quality, François Rochon believes that stock prices tend to follow the Owner’s Earnings of a company in the long term. Owner’s Earnings …
This Acquirers Multiple Stock Is Undervalued, According to Simons, Asness, And GreenblattPart 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…
Bull Steepener: The Trade That Fixes EverythingDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Dillian discussed Bull Steepener: The Trade That Fixes Everything. Here’s an excerpt from th…
Michael Burry: Investors Have To Go Where Inefficiency Reigns And Risk Is Uncoupled From RewardIn his August 2000 Journal Entry, Michael Burry concludes that the competitive advantage rests with those investors who can go where inefficiency reigns and risk is uncoupled fr…
Seth Klarman: The True Test of Consistent Investment Performance: Thriving in Difficult TimesIn his 1995 Baupost Group Letter, Seth Klarman concluded that it is not possible to reliably predict when difficult times will occur and that the cost of performing well in bad …
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…
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…- The Culture At Lehman Brothers: NASCAR-Style EfficiencyDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Dillian discussed The Culture At Lehman Brothers: NASCAR-Style Efficiency. Here’s an excerpt…
Delicious Apples and Speculative Investments: A Metaphor for Market BubblesIn their book Animal Spirits, Akerlof and Shiller discuss The Delicious Apple as a metaphor for speculative investments. The apple used to taste good, but now it doesn’t. It’s s…
Howard Marks: Market Madness: Why Stock Prices Fluctuate More Than EarningsIn his book Mastering the Market Cycle, Howard Marks discusses the madness of markets, and why stock prices fluctuate more than earnings. Here’s an excerpt from the book: If the…
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…
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…- The Sentiment Analysis Investing StrategyDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Dillian discussed The Sentiment Analysis Investing Strategy. Here’s an excerpt from the epis…
Warren Buffett: Investing Without Complexity: A Guide to Long-Term Wealth CreationIn his 1996 Berkshire Hathaway Annual Letter, Warren Buffett says to be successful at investing, you don’t need to understand complex concepts like beta, efficient markets, mode…
Terry Smith: The Myth of “Cheap” Shares: Why Owning Good Companies Matters MostIn his book Investing For Growth. Terry Smith criticizes the obsession with “cheap” shares, arguing that owning shares in a good company is a much larger determinant of investme…
Jeremy Grantham – 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 E42): Daily Dirt Nap’s Jared Dillian on Small Value and his book No WorriesIn their latest episode of the VALUE: After Hours Podcast Jake Taylor, Tobias Carlisle, and Jared Dillian discuss: The Sentiment Analysis Investing Strategy The Culture At Lehma…