Blog
Page 164
Jeremy Grantham: The Worst Mistake That The Average Investor MakesDuring this interview with Bloomberg, Jeremy Grantham discussed the worst mistake that the average investor makes. Here’s an excerpt from the interview: They get far too enthusi…
This Acquirers Multiple Stock Is Undervalued, According To Burry, Simons, And AinsliePart 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…
The Drivers Of Stock Market Returns Over The Last 10 YearsDuring their latest episode of the VALUE: After Hours Podcast, Taylor, and Carlisle discussed The Drivers Of Stock Market Returns Over The Last 10 Years. Here’s an excerpt from …
Joel Greenblatt: Why It’s Easier For Smaller Investors To Achieve Superior Investment Returns, According To Warren BuffettIn this lecture at Columbia University, Joel Greenblatt discusses advice from Warren Buffett on why it is much easier for smaller investors to achieve superior investment return…
Howard Marks: How To Beat The Market With Alpha: A Guide For InvestorsIn his latest memo titled – Fewer Losers, or More Winners?, Howard Marks explains how superior investing involves creating an asymmetry with more upside potential than downside …
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…- The Munger Approach To Selling Stocks & MarriageDuring their latest episode of the VALUE: After Hours Podcast, Taylor, and Carlisle discussed The Munger Approach To Selling Stocks & Marriage. Here’s an excerpt from the episod…
Warren Buffett: Why We Focus On ‘Moat-Widening’ Instead Of Short-Term ProfitsIn his 2005 Berkshire Hathaway Annual Letter, Warren Buffett discussed the importance of focusing on long-term sustainability and competitive advantage over short-term gains, hi…
Michael Burry: How To Invest Like Michael BurryIn his 2001 Scion Capital Letter, Michael Burry outlined his investment strategy that focuses on individual investments, and expected returns. Here’s an excerpt from the letter:…
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…- Only 1 Tech Stock From The 1999 Dotcom Bubble Beat The Market By 2007During their latest episode of the VALUE: After Hours Podcast, Taylor, and Carlisle discussed Only 1 Tech Stock From The 1999 Dotcom Bubble Beat The Market By 2007. Here’s an ex…
Guy Spier: Warren Buffett On Does Investing Get Easier Over Time?During this interview with The Young Investors Podcast, Guy Spier discusses the difficulty of investing and how it’s comparable to other challenging pursuits, such as cycling. H…
Bill Ackman: The Simple Formula For Investing in Great BusinessesIn this interview with Julia La Roche, Bill Ackman discusses his simple formula for investing in great businesses. Here’s an excerpt from the interview: We had an investment str…
Michael Burry – 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 E33): Long-Run Return to Price to Cash Flow Portfolios, Boats and MaintenanceIn their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Only 1 Tech Stock from the 1999 Dotcom Bubble Beat the Market…
Coca-Cola Co (KO) 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. However, this week we thought we’d take a look at one of the stocks that is…
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…