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Jeremy Grantham: Persuade Yourself That The Investing World Is Typically WrongIn this presentation with LiveWire Markets, Jeremy Grantham explains why the investing world is typically wrong. He argues that the investing world is too optimistic and too wil…
Bill Ackman: Warren Buffett Has Been My ‘Unofficial’ Mentor For Many YearsDuring this interview with CNBC, Bill Ackman explained why Warren Buffett has been his ‘unofficial’ mentor for many years, saying that the ability to take a long-term view in in…
Terry Smith – 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 E35): Schroder’s Torres On Emerging Markets Deep Value And Type I And II ErrorsIn their latest episode of the VALUE: After Hours Podcast Jake Taylor and Tobias Carlisle are joined by special guest Juan Torres to discuss: Value Investing in Emerging Markets…
Walmart Inc (WMT) 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…
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…
10 Of The Best Books On Mental Models (Investing) (2023)Mental models are important for investors because they can help them to make better decisions. For example, an investor who understands the probability and statistics of investi…- This Week’s Best Value Investing News, Podcasts, Interviews (9/29/2023)This week’s best investing news: Jeremy Grantham Talks Bubbles (thereformedbroker.com) Asset Class CAPM (Verdad) Bill Ackman lays out a series of reasons why he’s betting rates …
Why Gilead Sciences 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. …
Investors Have Too Much Focus On The ‘r’ In (1+ r)^nDuring their latest episode of the VALUE: After Hours Podcast, Trainer, Taylor, and Carlisle discussed Investors Have Too Much Focus On The ‘r’ In (1+ r)^n. Here’s an excerpt fr…
James Montier: Value Investing Provides ‘Behavioral Self-Defence’During this interview with Schroders, James Montier explains why value investing provides behavioral self-defence. Here’s an excerpt from the interview: Montier: That value appr…
Jeremy Grantham: Quality Stocks: The Only Free Lunch in the Investment BusinessDuring this interview with The Compound, Jeremy Grantham explained why quality stocks are the only free lunch in the investment business. Here’s an excerpt from the interview: G…
This Acquirers Multiple Stock Is Undervalued, According To Dalio, Greenblatt, And AsnessPart 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…- Mauboussin’s Valuation Approach: A Way to Avoid Overvalued StocksDuring their latest episode of the VALUE: After Hours Podcast, Trainer, Taylor, and Carlisle discussed Mauboussin’s Valuation Approach: A Way to Avoid Overvalued Stocks. Here’s …
Howard Marks: In Investing Price Over Quality Every TimeIn his 1992 memo, Howard Marks explained why, in investing, price is more important than quality every time. Here’s an excerpt from the memo: The second factor determining wheth…
Mohnish Pabrai: The Power of High Conviction BetsIn this interview with Meb Faber, Mohnish Pabrai discussed the power of high conviction bets. Here’s an excerpt from the interview: Pabrai: Well there’s several that come to min…
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…