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- Howard Marks: A Lessening Of Optimism Will Throw Some Sand Into The Financial GearsIn his latest memo titled Further Thoughts on Sea Change, Howard Marks believes that investors are still optimistic about the future of the stock market, despite the recent chal…
This Acquirers Multiple Stock Is Undervalued, According To Dalio, Greenblatt, And SingerPart 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…
Pollyannaish Thinking About the Impact Of Interest RatesDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and special guest Zach Abraham discussed Pollyannaish Thinking About the Impact Of Interest Rate…
Warren Buffett: Make No Attempt To Pick The Few Winners That Will Emerge From An Ocean Of Unproven EnterprisesIn his 2000 Berkshire Hathaway Annual Letter, Warren Buffett explained why he makes no attempt to pick winners that will emerge from an ocean of unproven enterprises. Here’s an …
Bill Nygren: Why Low P/E Stocks Provide The Best Hunting Ground in 2023In his latest Q3 2023 Market Commentary, Bill Nygren explains why low P/E stocks provide the best hunting ground in 2023 because there is no observable decline in business quali…
Paul Tudor Jones: Why It’s A Very Difficult Time To Be Investing In U.S StocksDuring his latest interview with CNBC, Paul Tudor Jones says that it is a very difficult time to be an equity investor in US stocks right now. There is a lot of uncertainty, bot…
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…- Market Setting Up for Lower for LongerDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and special guest Zach Abraham discussed Market Setting Up for Lower for Longer. Here’s an excer…
Howard Marks: How To Get Safer, Equity-Type Returns With Credit InstrumentsIn this interview with Bloomberg, Howard Marks says that credit instruments, such as loans and bonds, can provide equity-type returns with a good level of safety. He points out …
Jim Chanos: Stock Prices Are Opinions Based On Facts, So Be Sure to Hear Both SidesIn this interview with Bloomberg, Jim Chanos argues that stock prices are opinions based on facts, and that it is important to hear both positive and negative opinions in order …
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…- Stocks Have Become Pokémon CardsDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and special guest Zach Abraham discussed Stocks Have Become Pokémon Cards. Here’s an excerpt fro…
Mario Gabelli: Value Investing In The Age Of AI And VolatilityIn this interview with Pensions & Investments, Mario Gabelli says that in the past, fundamental analysis was about doing research on companies and their industries, going to con…
Jeremy Grantham: “Meat Grinder” Ahead For The Stock MarketDuring this interview with Merryn Talks Money, Jeremy Grantham believes that the stock market is in a bear market and that the recent rallies are temporary reprieves. He points …
Stanley Druckenmiller – 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 E36): Zach Abraham on Markets in Turmoil, Recessions, Crashes and Yield CurvesIn their latest episode of the VALUE: After Hours Podcast Jake Taylor and Tobias Carlisle are joined by special guest Zach Abraham to discuss: Stocks Have Become Pokémon Cards M…
NVIDIA Corp (NVDA) 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…
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…