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When Warren Buffett Saw The Terror ThreatDuring their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed When Warren Buffett Saw The Terror Threat. Here’s an excerpt from the epi…
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…
David Einhorn: The Biggest Change To Value Investing TodayDuring his recent interview with The Money Maze Podcast, David Einhorn discusses the biggest change to value investing today. Here’s an excerpt from the interview: Einhorn: I wo…
Howard Marks: The Future Is Unusually Murky, Unusually UncertainDuring his recent presentation at INSEAD’S IMC, Howard Marks explained why the future is unusually murky, unusually uncertain. Here’s an excerpt from the presentation: Marks: Ea…- How To Avoid Blowing Up Your PortfolioDuring their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed How To Avoid Blowing Up Your Portfolio. Here’s an excerpt from the episod…
Charles Munger: The One Enduring Investing StrategyIn the 1982 Blue Chip Stamps Annual Letter, Charles Munger discussed his one enduring investing strategy. Here’s an excerpt from the letter: We began the 1980s with five constit…
Warren Buffett: Emotional Stability Will Always Beat Intelligence In InvestingDuring the 2009 Berkshire Hathaway Annual Meeting, Warren Buffett explained why emotional stability will always beat intelligence in investing. Here’s an excerpt from the meetin…
Ray Dalio – 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 E27): Precautionary Principle; Value Spread Closes; Market And Economy DisagreeIn their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: How To Avoid Blowing Up Your Portfolio When Warren Buffett Sa…
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…
5 Book Recommendations By David EinhornDavid Einhorn is a successful American hedge fund manager. He is the Founder and President at Greenlight Capital, a “long-short value-oriented hedge fund”. He has recommended a …- This Week’s Best Value Investing News, Podcasts, Interviews (7/21/2023)This week’s best investing news: Seth Klarman – Timeless Value Investing (Capital Allocators) Mario Gabelli Shares Insights on the Shifting Landscape of Value Investing (Columbi…
Stock In Focus – TAM Stock Screener – Alpha Metallurgical Resources Inc (AMR)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…
Nasdaq To Reweight Big Tech DominanceDuring their latest episode of the VALUE: After Hours Podcast, Collins, Daniel, Taylor, and Carlisle discussed Nasdaq To Reweight Big Tech Dominance. Here’s an excerpt from the …
Aswath Damodaran: The Biggest Sin In Investing Is ArroganceDuring his recent presentation, Aswath Damodaran explains why the biggest sin in investing is arrogance. Here’s an excerpt from the presentation: Damodaran: If the greatest sin …
Dan Rasmussen: Investors Win By Betting Against Current HubrisDuring his recent interview with The Investor’s Podcast, Dan Rasmussen explained how investors can win by betting against the current hubris. Here’s an excerpt from the intervie…
This Acquirers Multiple Stock Appearing In Dalio, Greenblatt, Asness 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…