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Joel Greenblatt: How To Find The Best Capital AllocatorsDuring this fireside chat with The Hedge Fund Association, Joel Greenblatt explained how to find the best capital allocators. Here’s an excerpt from the chat: Greenblatt: The be…
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…
Finding Picasso-Type SituationsDuring their latest episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discuss Finding Picasso-Type Situations. Here’s an excerpt from the episode: Ian: But…
Jeffrey Gundlach: Bonds Have 4 Times The Payout Of The Stock Market Right NowDuring this interview with CNBC, Jeffrey Gundlach explains why bonds have four times the payout of the stock market right now. Here’s an excerpt from the interview: Gundlach: Yo…
Aswath Damodaran: How Many Stocks Should You Have In Your Portfolio?In this interview with Kostadin Ristovski, Aswath Damodaran discusses how many stocks you should have in your portfolio. Here’s an excerpt from the interview: Damodaran: I think…
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…- The Lightning-In-A-Bottle PortfolioDuring their latest episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discuss The Lightning-In-A-Bottle Portfolio. Here’s an excerpt from the episode: Ian:…
Mohnish Pabrai: Dealing With A Stock Price That Has Dropped SeverelyDuring this Q&A session with the Value School, Madrid, Mohnish Pabrai discusses what to do when the price of the stock you have purchased, drops severely. Here’s an excerpt from…
Howard Marks: The Cardinal Sin Of InvestingIn this interview with Nicola Wealth, Howard Marks discusses the cardinal sin of investing. Here’s an excerpt from the interview: Marks: That’s a really good observation. First …
Seth Klarman – 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 E23): Ian Cassel On Small & MicroCap Growth And Value, How He Finds StocksIn their latest episode of the VALUE: After Hours Podcast, Ian Cassel, Jake Taylor, and Tobias Carlisle discuss: The Lightning-In-A-Bottle Portfolio Finding Picasso-Type Situati…
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…
6 Book Recommendations From Howard MarksHoward Marks, is a very successful investor, author, and co-founder of Oaktree Capital Management. He has recommended a number of books that have influenced his thinking and app…- This Week’s Best Value Investing News, Podcasts, Interviews (6/16/2023)This week’s best investing news: Lead/Impact Webcast with John Nicola & Howard Marks (Nicola) HFA Fireside Chat with Hedge Fund Manager Joel Greenblatt (HFA) Japan’s Value Manda…
Stock In Focus – TAM Stock Screener – Equinor ASA (EQNR)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…
AI Closes The Gap Between Large And Small BusinessesDuring their latest episode of the VALUE: After Hours Podcast, Costa, Taylor, and Carlisle discuss AI Closes The Gap Between Large And Small Businesses. Here’s an excerpt from t…
Warren Buffett: We’re Not Interested In Spinning-Off Our CompaniesDuring the 2009 Berkshire Hathaway Annual Meeting, Warren Buffett explained why Berkshire is not interested in spinning-off its companies. Here’s an excerpt from the meeting: WA…