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Michael Burry: How To Build A Portfolio That Can Withstand Any ShockIn his 2001 Scion Value Fund Letter, Michael Burry explained how to build a portfolio that can withstand any shock. Here’s an excerpt from the letter: A portfolio manager must u…
Warren Buffett: How To Use Mathematical Laws To Make Better Stock Market DecisionsIn his 1986 Berkshire Hathaway Annual Letter, Warren Buffett explained how to use mathematical laws to make better stock market decisions. Here’s an excerpt from the letter: Com…
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…
Steven Romick: Considering What Can Go Wrong: A Value Investor’s PerspectiveIn this interview with WealthTrack, Steven Romick discusses his value investing perspective on always trying to consider what can go wrong with an investment. Here’s an excerpt …
Tom Gayner: GAAP Accounting: A Map That Can Lead You AstrayIn this interview with The Value Perspective, Tom Gayner provides a great analogy of why GAAP accounting is like a map that can lead you astray. Here’s an excerpt from the inter…
Aswath Damodaran: Warren Buffett’s Biggest Mistake: Not Investing In Technology EarlierDuring this interview with The Investor’s Podcast, Aswath Damodaran discusses overcoming investment blind spots by valuing companies you don’t understand. He says, Warren Buffet…
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…
Ray Dalio: The 5-Step Formula For Investing SuccessIn his book, Principles Life and Work, Ray Dalio provides his 5-Step formula for investing success. Here’s an excerpt from the book: So in 1975, after a quick two-year stint on …
Mohnish Pabrai: Everyone Needs Someone To Talk To About Their InvestmentsIn this presentation and Q&A at MDI, Gurgaon, Mohnish Pabrai discusses the importance of having someone to talk to about your investments. Here’s an excerpt from the presentatio…
Li Lu – 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…
eBay Inc (EBAY) 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 eBay Inc (EBAY). Profile eBay oper…
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…- Mega-Cap Stocks In Trouble: Here Are The 10 Worst Performers Over The Past 12 MonthsOver the past twelve months ten Mega-Cap stocks have underperformed all others. Mega-Caps are defined by $200 Billion Market Cap or more. Here’s this week’s top 10 worst perform…
Part 2: 10 Of The Best Stock Market Investing Books Of All Time (2023)Recently we released Part 1 of our list of 10 Of The Best Stock Market Investing Books Of All Time (2023). This week we’ve added a further ten. This list is by no means complete…
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. …
Value Studies Outperform Value Gurus: A Study of the Long-Term ReturnsDuring their latest episode of the VALUE: After Hours Podcast, Taylor, and Carlisle discussed Value Studies Outperform Value Gurus: A Study of the Long-Term Returns. Here’s an e…- This Week’s Best Value Investing News, Podcasts, Interviews (9/15/2023)This week’s best investing news: Howard Marks Memo: Fewer Losers, or More Winners? (Howard Marks) Bill Ackman On Activist Investing, The Economy, And Learning From Mistakes (Jul…
Ray Dalio: 3 Lessons On Making Money In The Stock MarketIn his book, Principles Life and Work, Ray Dalio provides three lessons on making money in the stock market. Here’s an excerpt from the book: It was the 1960s. At the time the s…