Blog
Page 176
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…
11 Book Recommendations By Terry SmithTerry Smith is a very successful investor, British hedge fund manager, and Founder and CEO of Fundsmith. He has recommended a number of books that have influenced his thinking a…- This Week’s Best Value Investing News, Podcasts, Interviews (7/7/2023)This week’s best investing news: Jeremy Grantham – The Future: Markets, AI & Climate Change (WealthTrack) How to Do Great Work (Paul Graham) Insurers: The Smart Debt Money (Verd…
Stock In Focus – TAM Stock Screener – Arch Resources Inc (ARCH)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…
Zooming Out On Berkshire HathawayDuring their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Zooming Out On Berkshire Hathaway. Here’s an excerpt from the episode: Bi…
Warren Buffett: Our ‘Clean Sweep’ Approach To Business & InvestingIn his 1998 Berkshire Hathaway Letter, Warren Buffett discussed their ‘clean sweep’ approach to business and investing. Here’s an excerpt from the letter: During the year, we sl…
Charles Bobrinskoy: Value Stocks Are Trading At Very Reasonable MultiplesDuring his recent interview with CNBC, Ariel’s Charles Bobrinskoy explained why value stocks are trading at very reasonable multiples. Here’s an excerpt from the interview: Bobr…
This Acquirers Multiple Stock Appearing In Marks, Miller, 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…- The Fed Is Hurting My StocksDuring their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed The Fed Is Hurting My Stocks. Here’s an excerpt from the episode: Bill: M…
Charles Munger: Investing Is Not For EveryoneDuring the 2014 Berkshire Hathaway Meeting, Buffett and Munger discussed why investing is not for everyone. Here’s an excerpt from the meeting: WARREN BUFFETT: And you just have…
Jeremy Grantham: Imagine A World Where You Have 1,000,000 Devices Learning SimultaneouslyDuring his recent interview with WealthTrack, Jeremy Grantham discussed AI and a world where you have 1,000,000 devices learning simultaneously. Here’s an excerpt from the inter…
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…- Warren Buffett’s Superhuman CalculationsDuring their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Warren Buffett’s Superhuman Calculations. Here’s an excerpt from the epis…
Warren Buffett: The Secret To Keeping Shareholder Turnover LowIn his 1979 Berkshire Hathaway Letter, Warren Buffett discussed the secret to keeping shareholder turnover low. Here’s an excerpt from the letter: Buffett: In large part, compan…
Howard Marks: The Strategies That Have Worked Best Need To ChangeDuring his recent OakTree podcast, Howard Marks explained why the strategies that have worked best need to change in the current environment. Here’s an excerpt from the podcast:…
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…- Why is Berkshire Hathaway Buying More Oxy?During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Why is Berkshire Hathaway Buying More Oxy?. Here’s an excerpt from the ep…
Mohnish Pabrai: I Changed My Investment Strategy To Find More 100 BaggersIn this Q&A session with members of Babson College Fund, Mohnish Pabrai discusses how he changed his investment strategy to find more 100 Baggers. Here’s an excerpt from the ses…