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Small-Caps Ready To RipDuring their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Small-Caps Ready To Rip. Here’s an excerpt from the episode: Tobias: Yeah…
Bill Miller: How Peter Lynch Helped Me 50x On One InvestmentDuring his recent interview with Patient Capital Management, Bill Miller explained how Peter Lynch helped him 50x on one investment. Here’s an excerpt from the interview: Miller…
Seth Klarman: There’s A Scary Notion Today That Risk Is A Good ThingDuring his recent interview with Grant’s Current Yield Podcast, Seth Klarman discussed risk, and the scary notion that exists today that risk is a good thing. Here’s an excerpt …
This Acquirers Multiple Stock Appearing In Dalio, Greenblatt, Cohen 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…- Zuck vs Musk – Who Would Win In The Octagon?During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Zuck vs Musk – Who Would Win In The Octagon?. Here’s an excerpt from the …
Charles Munger: Multitasking Is A Terrible Way To ThinkDuring the 2015 Berkshire Hathaway Annual Meeting, Munger and Buffett discussed the internet and multitasking. Here’s an excerpt from the meeting: CHARLIE MUNGER: Well, he asked…
Bill Nygren: Value Investing Requires Zigging When The Consensus Is ZaggingIn his latest market commentary titled – The High Price Of Low Volatility, Bill Nygren explains why value investing requires zigging when the consensus is zagging. Here’s an exc…
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…- AI Has The Animal Spirits Going AgainDuring their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed AI Has The Animal Spirits Going Again. Here’s an excerpt from the episode…
Howard Marks: 7 Ways To Take The Temperature Of The MarketIn his most recent memo titled – Taking The Temperature, Howard Marks outlines seven ways that investors can take the current temperature of the market. Here’s an excerpt from t…
Terry Smith: Focus On Fundamentals, Forget MacroIn his latest Fundsmith semi-annual letter, Terry Smith reminds investors to focus on fundamentals and forget macro. Here’s an excerpt from the letter: Smith: To sum up, conditi…
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…- ChatGPT Heading The Same Way As NFTsDuring their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed ChatGPT Heading The Same Way As NFTs. Here’s an excerpt from the episode:…
Tom Gayner: Never Be In A Hurry To SellDuring his recent fireside chat at the Ben Graham 10th Annual Conference, Tom Gayner explained why you should never be in a hurry to sell. Here’s an excerpt from the chat: Gayne…
Mohnish Pabrai: Investors Project Present Circumstances To InfinityIn this Q&A session with members of the Finance and Investment Cell at SRCC Delhi, Mohnish Pabrai explained why investors project present circumstances to infinity. Here’s an ex…
Howard Marks – 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…- Puffery: Carlill v Carbolic Smoke Ball Co 1893During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Puffery: Carlill v Carbolic Smoke Ball Co 1893. Here’s an excerpt from th…
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…