Blog
Page 181
- This Week’s Best Value Investing News, Podcasts, Interviews (6/9/2023)This week’s best investing news: Howard Marks: Real Estate Luminaries Series – Steers Center at Georgetown University (OakTree) Stanley Druckenmiller on How AI is Dominating His…
Stock In Focus – TAM Stock Screener – Alpha Metallurgical Resources Inc (AMR)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…
5 Stocks Are Driving The Entire MarketDuring their latest episode of the VALUE: After Hours Podcast, Carbonneau, Forehand, Taylor, and Carlisle discuss 5 Stocks Are Driving The Entire Market. Here’s an excerpt from …
Warren Buffett: I Should Have Bought Coca-Cola 50 Years EarlierIn his 1989 Berkshire Hathaway Letter, Warren Buffett explains why he should have bought Coca-Cola 50 years earlier than he did. Here’s an excerpt from the letter: This Coca-Col…
Stanley Druckenmiller: AI Has Dominated My Long Portfolio For 5-6 MonthsIn this interview with Bloomberg, Stanley Druckenmiller explained how AI has dominated his long portfolio for five to six months. Here’s an excerpt from the interview: Druckenmi…
This Acquirers Multiple Stock Appearing In Dalio, Gayner, 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…- Warren Buffett’s Greatest Attribute – Disciplined RationalityDuring their latest episode of the VALUE: After Hours Podcast, Carbonneau, Forehand, Taylor, and Carlisle discuss Warren Buffett’s Greatest Attribute – Disciplined Rationality. …
Howard Marks: Will AI Replace Human Investors?During this interview on The Investor’s Podcast, Howard Marks was asked whether AI will replace human investors. Here’s an excerpt from the interview: Marks: I just don’t think …
Warren Buffett: Declining Prices For Businesses Benefit UsIn his 1990 Berkshire Hathaway Letter, Warren Buffett explained why declining prices for businesses benefit them. Here’s an excerpt from the letter: Investors who expect to be o…
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…- Factor Timing Is Very Very DifficultDuring their latest episode of the VALUE: After Hours Podcast, Carbonneau, Forehand, Taylor, and Carlisle discuss Factor Timing Is Very Very Difficult. Here’s an excerpt from th…
Cliff Asness: No-One Would Call Warren Buffett A QuantDuring his recent interview with David Rubenstein, Cliff Asness discusses why doesn’t anyone call Warren Buffett a quant. Here’s an excerpt from the interview: Asness: Yeah, it’…
GMO: Investors Should Consider Shorting Junk StocksIn their latest Q1 2023 Letter, GMO explained why investors should consider shorting junk stocks. Here’s an excerpt from the letter: Junk stocks not only underperform, but they …
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…- What Impact Will AI Have On Investing?During their latest episode of the VALUE: After Hours Podcast, Carbonneau, Forehand, Taylor, and Carlisle discuss What Impact Will AI Have On Investing? Here’s an excerpt from t…
Mohnish Pabrai: Another Valuable Lesson I Learned From Warren And CharlieDuring this Q&A session with the students at JNV Lucknow, Mohnish Pabrai discussed another valuable lesson he learned from Warren Buffett and Charlie Munger. Here’s an excerpt f…
Howard Marks: There’s Only One Way To ForecastDuring this interview at the 2023 Value Investing Conference, Howard Marks discussed the one way to forecast. Here’s an excerpt from the interview: Marks: One of the most insigh…
Michael Burry – 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…