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How to Invest Like Seth Klarman: Learn From His Top 10 HoldingsOne 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 E32): Value Spread, Value Returns, Stock Market All-Time High, Darwin’s DarlingIn their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Joel Greenblatt’s Value Returns and Metrics Hedge Fund Concen…
What Is The Real Value Of Visa Inc (V) Using A Simple DCFAs 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…
This Week’s 10 Big Named Companies Near 52 Week LowsOver 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…
This Week’s 10 Worst Performing Mega-Cap Stocks Last 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 1: 10 Of The Best Stock Market Investing Books Of All Time (2023)This week’s list is 10 Of The Best Stock Market Investing Books Of All Time. This list is by no means complete and is certainly not in any particular order. If you’re an investo…
Stock In Focus – TAM Stock Screener – Gulfport Energy Corp (GPOR)As part of our ongoing series here at The Acquirer’s Multiple, we provide this feature article titled ‘Stock in Focus‘ where we focus on one of the stocks from our Stock Screene…- This Week’s Best Value Investing News, Podcasts, Interviews (9/1/2023)This week’s best investing news: Steven Romick – Mastering Market Volatility (WealthTrack) Put Down the Dividends and Slowly Back Away (Validea) Warren Buffett, who turns 93, is…
Investing Lessons From Unintended ConsequencesDuring their latest episode of the VALUE: After Hours Podcast, Hoffstein, Taylor, and Carlisle discussed Investing Lessons From Unintended Consequences. Here’s an excerpt from t…
Mohnish Pabrai: The Starting Point In Assessing Any BusinessIn his article titled – On Avoiding Enron-itis!, Mohnish Pabrai discussed his starting point in assessing any business. Here’s an excerpt from the article: When I am beginning t…
Warren Buffett: Inflation Acts As A “Gigantic Corporate Tapeworm”In his 1981 Berkshire Hathaway Annual Letter, Warren Buffett used the metaphor of a “gigantic corporate tapeworm” to describe how inflation preempts a portion of a company’s inv…
This Acquirers Multiple Stock Appearing In Simons, Greenblatt, Dalio PortfoliosPart 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…- Value Is Not A Defensive FactorDuring their latest episode of the VALUE: After Hours Podcast, Hoffstein, Taylor, and Carlisle discussed Value Is Not A Defensive Factor. Here’s an excerpt from the episode: Cor…
Charles Munger: The Cost Cutting PhenomenonIn Charles Munger’s famous speech at USC Business School in 1994 entitled A Lesson on Elementary Worldly Wisdom, he discussed the cost cutting phenomenon. Here’s an excerpt from…
Warren Buffett: There’s A Good Reason Why We Don’t ‘Talk Up’ Our InvestmentsDuring the 2015 Berkshire Hathaway Annual Meeting, Warren Buffett explained why he doesn’t ‘talk up’ Berkshire’s investments. Here’s an excerpt from the meeting: WARREN BUFFETT:…
One Stock Superinvestors Are SellingAs 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…- Timing Luck In Investment StrategiesDuring their latest episode of the VALUE: After Hours Podcast, Hoffstein, Taylor, and Carlisle discussed Timing Luck In Investment Strategies. Here’s an excerpt from the episode…
Bill Nygren: Growth In Passive Investing Creates Opportunities For Value InvestorsDuring his recent presentation at Natixis, Bill Nygren explained how the growth of passive investing and popularity of low-beta stocks have created attractive value opportunitie…