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Stock In Focus – TAM Stock Screener – Alphabet Inc (GOOGL)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…- This Week’s Best Value Investing News, Podcasts, Interviews (5/19/2023)This week’s best investing news: Bill Ackman’s Pershing Square unveils new stake in Alphabet (Globe & Mail) Oaktree’s Howard Marks warns of crunch time for private credit (FT) M…
Generating Alpha With AsymmetryDuring their latest episode of the VALUE: After Hours Podcast, Kao, Taylor, and Carlisle discuss Generating Alpha With Asymmetry. Here’s an excerpt from the episode: Michael: Lo…
Warren Buffett: Beware The Economic Illiterate And Silver-Tongued DemagoguesIn his most recent Berkshire Hathaway Annual Shareholder Letter, Warren Buffett delivered a warning to investors to beware of the economic illiterate and silver-tongued demagogu…
John Rogers: How Many Stocks Should You Own? – The Sweet SpotDuring his recent discussion with Mario Gabelli, John Rogers discussed the sweet spot in terms of how many stocks you should own. Here’s an excerpt from the discussion: Rogers: …
This Acquirers Multiple Stock Appearing In Simons, Dalio, 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…- Oil/Inflation/USD-Clash of the Titans – Fed vs OPEC+During their latest episode of the VALUE: After Hours Podcast, Kao, Taylor, and Carlisle discuss Oil/Inflation/USD-Clash of the Titans – Fed vs OPEC+. Here’s an excerpt from the…
Mohnish Pabrai: You Must Be A Continuous Learning MachineDuring this Q&A session with students at the JNV Pune, Mohnish Pabrai explains why you must be a continuous learning machine. Here’s an excerpt from the session: Pabrai: Differe…
Aswath Damodaran: Investors Should Hang-Out With People That Disagree With ThemDuring his recent interview with Morningstar, Aswath Damodaran explained why investors should hang-out with people that disagree with them. Here’s an excerpt from the interview:…
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…- Millions Will Lose JobsDuring their latest episode of the VALUE: After Hours Podcast, Kao, Taylor, and Carlisle discuss Millions Will Lose Jobs. Here’s an excerpt from the episode: Jake: Right. And so…
Prem Watsa: The Best Investment Strategy Is Always The SameDuring his recent interview at the Delphi Economic Forum, Prem Watsa outlined his best investment strategy. Here’s an excerpt from the interview: Watsa: So the best investment s…
Paul Tudor Jones: Really Good Chance Of Recession In Q3During his recent interview with CNBC, Paul Tudor Jones explained why there’s a really good chance of a recession in Q3. Here’s an excerpt from the interview: Tudor Jones: Then …
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…- Warren Buffett Prefers Preferred StockDuring their latest episode of the VALUE: After Hours Podcast, Kao, Taylor, and Carlisle discuss Warren Buffett Prefers Preferred Stock. Here’s an excerpt from the episode: Jake…
Stanley Druckenmiller: We Will Have Unbelievable Opportunities In The Next Coupla YearsDuring his recent interview at Sohn, Stanley Druckenmiller explained why we will have unbelievable opportunities in the next couple of years. Here’s an excerpt from the intervie…
Sam Zell: Property Investors Treated Property Like Jack And The BeanstalkIn his recent interview with TIP, Sam Zell explains why property investors are paying the price for treating property like Jack and the Beanstalk. Here’s an excerpt from the int…
Prem Watsa – 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…