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Navigating the ‘Q’ Designation and ‘Greater Fool’ Theory in InvestingDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Jakab discussed Navigating the ‘Q’ Designation and ‘Greater Fool’ Theory in Investing. Here’…
Aswath Damodaran: Investor Awareness: The Changing Relationship with Cash and Risk CapitalIn this interview with Invest Like The Best, Aswath Damodaran discusses a notable change in investors’ behavior. In the past, they didn’t pay much attention to the cash sitting …
Mohnish Pabrai: Investment Wisdom Without a Degree: Learning from Buffett for FreeDuring this Q&A session with Harvard Business School, Mohnish Pabrai emphasizes that formal education isn’t necessary for learning about successful investing. He sees value inve…
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…- Investment Insights from Mimicry in the Natural WorldDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Jakab discussed Investment Insights from Mimicry in the Natural World. Here’s an excerpt fro…
Charles Munger: Public Hangings and the Transformation of Corporate Behavior in Earnings ReportingIn the 2005 Wesco Financial Annual Meeting, Charles Munger discussed the obsession with companies meeting quarterly earnings targets, sometimes resorting to unethical practices …
Cliff Asness: The Role of Luck in Investing Cannot Be UnderestimatedDuring this interview with Masters in Business, Cliff Asness discusses the role of luck in investing. His fortunate position of being involved in both the traditional long-only …
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…- GameStop Mania: What Went WrongDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Jakab discussed GameStop Mania: What Went Wrong. Here’s an excerpt from the episode: Spencer…
David Einhorn: Beyond Benchmarks: The True Advantage of Absolute Return InvestingIn his book Fooling Some of the People All of the Time, David Einhorn explains why he’s an absolute return investor, saying absolute return investors focus on the risk-reward tr…
Warren Buffett: Cigar Butts and Low Returns on Equity: Time is the Enemy of Poor BusinessesDuring the 1998 Berkshire Hathaway Annual Meeting, Warren Buffett explained why he gave up his “cigar butt” approach to investing. Arguing that businesses with low returns on eq…- VALUE: After Hours (S05 E38): WSJ’s Spencer Jakab on The Revolution That Wasn’t: GameStop and RedditIn their latest episode of the VALUE: After Hours Podcast Jake Taylor, Tobias Carlisle, and Spencer Jakab discuss: GameStop Mania: What Went Wrong Investment Insights from Mimic…
David Einhorn – 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…- This Week’s Best Value Investing News, Podcasts, Interviews (10/20/2023)This week’s best investing news: Ray Dalio – Risk, Return, and Asset Allocation (Value Investing with Legends) Superlinear Returns (Paul Graham) Warren Buffett Revealed To Be Qu…
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. …
Operation Twist: Can It Help Equity Prices?During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Brewster discussed Operation Twist: Can It Help Equity Prices?. Here’s an excerpt from the e…
Joel Greenblatt: The Pitfalls of Market-Cap-WeightingIn his book The Big Secret for the Small Investor, Joel Greenblatt explains how market-cap-weighting guarantees an imbalanced portfolio, favoring overpriced stocks and neglectin…
Michael Burry: How to Outsmart the Market: Avoid ‘Upgrading’ Your PortfolioIn his 2001 Scion Letter, Michael Burry discusses how to outsmart the market by avoiding ‘upgrading’ your portfolio. Here’s an excerpt from the letter: Finally, I suspect that m…