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Warren Buffett: How Long Is The Right Time To Wait For OpportunitiesDuring the 1998 Berkshire Hathaway Annual Meeting, Warren Buffett states that they haven’t found attractive investment opportunities in equities for a while. He also discusses h…
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…
In This Market Focus on Base Hits, Not Home RunsDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Pavese discussed In This Market Focus on Base Hits, Not Home Runs. Here’s an excerpt from th…
Howard Marks: A Dangerous Lesson: The More Risk You Take, The More Money You MakeDuring his recent interview on the OakTree Podcast, Howard Marks says looking ahead those who conduct better credit analysis and take less risk are likely to be rewarded. The pe…
Stanley Druckenmiller: The Stock Market Will Be A Stock Picker’s Market In 2024During his recent interview with CNBC, Stanley Druckenmiller believes that the stock market will be a stock picker’s market in 2024, with a lot of volatility. He is not very goo…
Jim Chanos – 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 E40): Halloween Special: Broyhill’s Chris Pavese on Nintendo, and Ant MillsIn their latest episode of the VALUE: After Hours Podcast Jake Taylor, Tobias Carlisle, and Chris Pavese discuss: In This Market Focus on Base Hits, Not Home Runs GLP-1 Hype vs.…
Tesla Inc (TSLA) 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 (11/03/2023)This week’s best investing news: Charles Munger Interview (Acquired) Robin Hood NYC 2023 Fireside Chat Stan Druckenmiller and Paul Tudor Jones (Heller House) ‘Awfully easy money…
Why Fox Corp 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. …
Unit Economics: The Root of Free Cash Flow and Quality InvestingDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Mowery discussed Unit Economics: The Root of Free Cash Flow and Quality Investing. Here’s an…
Mohnish Pabrai: When Intrinsic Value Doesn’t Rule the Investment DecisionIn this presentation to Boston College and Harvard Business School, Mohnish Pabrai explains why as an investor you don’t need to accurately calculate intrinsic value. The primar…
Terry Smith: The High Cost of Missing The Market’s Best Days: A Lesson in Market TimingIn his book Investing for Growth, Terry Smith discusses the challenges of market timing and the impact it can have on investment returns. Missing just a few of the best days in …
This Acquirers Multiple Stock Is Undervalued, According to Dalio, Greenblatt, And AinsliePart 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…- Higher Incomes, Lower House Prices, or Lower Interest Rates?During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Mowery discussed Higher Incomes, Lower House Prices, or Lower Interest Rates? Here’s an exce…
Stanley Druckenmiller: I’ve Had To Revise My Investing Strategy After 35 YearsDuring his recent fireside chat with Paul Tudor Jones at Robin Hood NYC 2023, Stanley Druckenmiller explains why he had to revise his investing strategy after 35 years. Here’s a…
Warren Buffett: Avoiding Down Years Is Just A ‘Fluke’During the 2000 Berkshire Hathaway Annual Meeting, Warren Buffett explains why its been a fluke that his investments have consistently increased in underlying value without down…