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Warren Buffett: 15 Of My Favorite Charles Munger ThoughtsIn his 2022 Berkshire Hathaway Annual Letter, Warren Buffett provides fifteen thoughts from his long-time business partner Charles Munger. Here’s an excerpt from the letter: Not…
Mohnish Pabrai: How To Never Sell & Sleep WellDuring this interview with Meb Faber, Mohnish Pabrai discusses the mindset that will allow investors to never sell and sleep well. This strategy was successfully used by the Wal…
This Acquirers Multiple Stock Appearing In Dalio, Greenblatt, Simons 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…
Bill Nygren: We’re Excited About The Outlook For Value StocksDuring his recent interview with Morningstar, Bill Nygren discusses why he’s excited about the outlook for value stocks using his metric that compares P/E ratios of the S&P 500 …
David Einhorn: We’re ‘Worried’ About The Future Of This MarketAccording to his latest Q2 2023 Letter, David Einhorn’s Greenlight Capital funds returned 14.5% in the second quarter of 2023, net of fees and expenses, compared to an 8.7% retu…
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…
Charles Munger: Identifying Great Companies Is Easy, But How Much Do You Pay For Them?During the 2015 Daily Journal Annual Meeting, Charles Munger explains how identifying great companies is easy, but how much do you pay for them? Here’s an excerpt from the meeti…
Aswath Damodaran: It’s Better To Be Lucky Than To Be Smart Or GoodDuring his recent presentation, Aswath Damodaran explains why it’s better to be lucky than to be smart or good. Here’s an excerpt from the presentation: Damodaran: Now, I’d like…
One Stock Superinvestors Are BuyingAs 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…
Warren Buffett: We Can Tell In The First Sentence Whether An Investment Is Worth PursuingDuring the 1997 Berkshire Hathaway Annual Meeting, Warren Buffett discussed the importance of understanding a business and whether it has a sustainable edge. He also points out …
Howard Marks: Great Investors Use Second Level ThinkingIn this interview with 3ProTV, Howard Marks discusses the difference between first level thinking, which is simplistic and often wrong, and second level thinking, which is more …
Richard Pzena – 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…
What Is The Real Value Of Alphabet Inc (GOOGL) Using A Simple DCFAs part of a new series, each week we’re going to conduct a DCF on one of the companies in our screens. This week the stock is Alphabet Inc (GOOGL). We currently have the stock …
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…
3 Book Recommendations From Carl IcahnCarl Icahn is an American investor and hedge fund manager. He is founder and controlling shareholder of Icahn Enterprises. He has recommended a number of books that have influen…- This Week’s Best Value Investing News, Podcasts, Interviews (8/11/2023)This week’s best investing news: What Ray Dalio got wrong (and what happens next) (AFR) The Top 5 (Verdad) Carl Icahn promises a ‘reset’ as his company’s shares plunge as much a…
Stock In Focus – TAM Stock Screener – Cal-Maine Foods Inc (CALM)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…