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Mohnish Pabrai: Great Investors Enjoy The HuntDuring this interview with the Finance Club of IIT Patna, Mohnish Pabrai explained why great investors enjoy the hunt. Here’s an excerpt from the interview: Pabrai: So this is t…
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…
Becoming A Serial Acquirer Like Berkshire & ConstellationDuring their latest episode of the VALUE: After Hours Podcast, Valdez, Taylor, and Carlisle discuss Becoming A Serial Acquirer Like Berkshire & Constellation. Here’s an excerpt …
Howard Marks: The 1 Question Investors Should Ask Regarding A Possible InvestmentIn his book, Mastering The Market Cycle, Howard Marks discusses the one question investors should ask regarding a possible investment. Here’s an excerpt from the book: My point …
David Einhorn: What Should Investors Do When They’re ‘On Tilt’?During this interview with Cambridge Union, David Einhorn discusses what investors should do when they’re ‘on tilt’. Here’s an excerpt from the interview: Einhorn: There’s some …
Terry Smith – 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 E24): Mark Valdez On Mergers And Acquisitions, Search Funds And Venture CapitalIn their latest episode of the VALUE: After Hours Podcast, Mark Valdez, Jake Taylor, and Tobias Carlisle discuss: Becoming A Serial Acquirer Like Berkshire & Constellation What…
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…
9 Book Recommendations From Bill AckmanBill Ackman is a very successful investor, hedge fund manager, and Founder and CEO of Pershing Square Capital Management. He has recommended a number of books that have influenc…- This Week’s Best Value Investing News, Podcasts, Interviews (6/23/2023)This week’s best investing news: Howard Marks: Mastering The Market Cycle (TIP) Charlie Munger is skeptical of AI: ‘Old-fashioned intelligence works pretty well’ (CNBC) Cliff As…
Stock In Focus – TAM Stock Screener – Gulfport Energy Corp (GPOR)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…
Investing Lessons From TreesDuring their latest episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discuss Investing Lessons From Trees. Here’s an excerpt from the episode: Jake: You g…
GMO: U.S “Deep Value” Stocks (Cheapest 20%) Are Super CheapDuring his recent interview with Meb Faber, GMO’s Ben Inker explained why U.S deep value stocks are super cheap. Here’s an excerpt from the interview: When we’re talking about v…
Howard Marks: The Years Ahead Won’t Be Easy For InvestorsIn his June Roundup of OakTree Letters, Howard Marks explained why the years ahead won’t be easy for investors. Here’s an excerpt from the roundup: Marks: The overarching theme …
This Acquirers Multiple Stock Appearing In Dalio, Simons, Greenblatt 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…- Find Companies With Growth & Survival QualitiesDuring their latest episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discuss Find Companies With Growth & Survival Qualities. Here’s an excerpt from the e…
Jeremy Grantham: How The Changing Face Of American Capitalism Has Impacted InvestorsIn this interview with TIP, Jeremy Grantham discussed the changing face of American capitalism, and its impact on investors. Here’s an excerpt from the interview: Grantham: And …