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This Acquirers Multiple Stock Is Undervalued, According to Dalio, Greenblatt, And GabelliPart 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…
Contrarian Optimism: The Secret to Outperforming the MarketDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Brewster discussed Contrarian Optimism: The Secret to Outperforming the Market. Here’s an ex…
Mohnish Pabrai: 7 Questions To Answer Before Entering The Stock Market ChakravyuhIn his book The Dhando Investor, Mohnish Pabrai provides seven questions that investors must answer before entering the stock market chakravyuh. Here’s an excerpt from the book:…
Seth Klarman: The Portfolio Liquidity Cycle Serves Two Important PurposesIn his book Margin of Safety Seth Klarman discusses portfolio liquidity. Portfolio liquidity is important, but it can be illusory, and investors should be aware of the correlati…
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…- Logical Conclusion of Fundamental Analysis is a Hold Forever PeriodDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Brewster discussed Logical Conclusion of Fundamental Analysis is a Hold Forever Period. Here…
Warren Buffett: “Wonderful Assets” In An Inflationary EnvironmentDuring the 2011 Berkshire Hathaway Annual Meeting, Warren Buffett explained why the best asset to hold in an inflationary environment is a high return on tangible capital busine…
Ray Dalio: How To Create a Hedge Fund Empire by Focusing on Return StreamsIn this interview with Value Investing with Legends, Ray Dalio explains how his approach to investing is to focus on return streams rather than asset classes. He defines a retur…
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…- Ben Graham Doesn’t Get Enough Credit For His Work On Quantitative Value InvestingDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Brewster discussed Ben Graham Doesn’t Get Enough Credit For His Work On Quantitative Value I…
Warren Buffett: If At First You ‘Do’ Succeed, Quit TryingIn his 1991 Berkshire Hathaway Annual Letter, Warren Buffett uses the quote, “If at first you do succeed, quit trying.” It’s a tongue-in-cheek way of saying that once you find a…
Bill Ackman: Investors Should Focus On A Small Number Of High-Conviction InvestmentsIn this interview at Delivering Alpha, Bill Ackman explains why he typically owns a small number of stocks but holds large positions in each one. This allows his fund to focus o…
David Abrams – 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 E37): Value Spread Wide but Closing, and What’s Driving the Value SpreadIn their latest episode of the VALUE: After Hours Podcast Jake Taylor, Tobias Carlisle, and Bill Brewster discuss: Ben Graham Doesn’t Get Enough Credit For His Work On Quantitat…
- This Week’s Best Value Investing News, Podcasts, Interviews (10/13/2023)This week’s best investing news: Howard Marks Memo: Further Thoughts on Sea Change (OakTree) GMO’s Jeremy Grantham on Merryn Talks Money (MTM) PIPE-Works and PIPE-Dreams (Part I…
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. …
The Importance of Dry Powder for InvestorsDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and special guest Zach Abraham discussed The Importance of Dry Powder for Investors. Here’s an e…- Cliff Asness: Definition Of A Bubble: ‘No Reasonable Future Outcome Can Justify These Current Prices’In this interview with Carson Group, Cliff Asness Cliff Asness explains why he’s annoyed by the overuse of the word “bubble” in finance. He defines a bubble as a situation where…