Blog
Page 174
The Intuitive InvestorDuring their latest episode of the VALUE: After Hours Podcast, Collins, Daniel, Taylor, and Carlisle discussed The Intuitive Investor. Here’s an excerpt from the episode: Jake: …
Pzena: Today’s Darling Stocks Become Tomorrow’s Value StocksIn their latest market commentary, Pzena Investment Management explain why today’s darling stocks become tomorrow’s value stocks. Here’s an excerpt from the commentary: As disci…
Charlie Munger: It’s Getting Harder To Achieve Outsized ReturnsDuring the 2015 Daily Journal Annual Meeting, Charles Munger discussed why it’s getting harder to achieve outsized returns. Here’s an excerpt from the meeting: Munger: Achieving…
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…- We’re In A Stock-Pickers MarketDuring their latest episode of the VALUE: After Hours Podcast, Collins, Daniel, Taylor, and Carlisle discussed We’re In A Stock-Pickers Market. Here’s an excerpt from the episod…
Mohnish Pabrai: Focus On No-BrainersDuring this presentation at MDI, Gurgaon, Mohnish Pabrai explained why investors should focus on no-brainers. Here’s an excerpt from the presentation: Pabrai: Well that’s a good…
Seth Klarman: The Market Will Regularly Tell You You’re An Idiot!During his recent interview with Capital Allocators, Seth Klarman explained why the market will regularly tell you you’re an idiot! Here’s an excerpt from the interview: Klarman…
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…- Will We See Another ‘Big Short’?During their latest episode of the VALUE: After Hours Podcast, Collins, Daniel, Taylor, and Carlisle discussed Will We See Another ‘Big Short’?. Here’s an excerpt from the episo…
Warren Buffett: Some Of Our Best Businesses Don’t GrowDuring the 1994 Berkshire Hathaway Annual Meeting, Warren Buffett explained why some of the best businesses don’t grow. Here’s an excerpt from the meeting: AUDIENCE MEMBER: I’m …
Mario Gabelli: Private Market Value With A CalatystDuring his recent interview with Columbia Business School, Mario Gabelli discussed his investing strategy of private market value with a catalyst. Here’s an excerpt from the int…
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…- VALUE: After Hours (S05 E26): Seawolf’s Vincent Daniel And Porter Collins On Financials, Energy, RatesIn their latest episode of the VALUE: After Hours Podcast, Vincent Daniel, Porter Collins, Jake Taylor, and Tobias Carlisle discuss: Will We See Another ‘Big Short’? We’re In A …
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 Jamie DimonJamie Dimon is an American business executive and banker. He has been the chairman and chief executive officer of JPMorgan Chase since 2005. He has recommended a number of books…- This Week’s Best Value Investing News, Podcasts, Interviews (7/14/2023)This week’s best investing news: Howard Marks Memo – Taking The Temperature (OakTree) Seth Klarman Interview – Grant’s Current Yield Podcast (Grant’s) Using History to Identify …
Stock In Focus – TAM Stock Screener – Petroleo Brasileiro SA Petrobras (PBR)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…