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Compare Companies Using Munger’s Head-To-Head ComparisonsDuring their latest episode of the VALUE: After Hours Podcast, Huber, Taylor, and Carlisle discuss Compare Companies Using Munger’s Head-To-Head Comparisons. Here’s an excerpt f…
This Acquirers Multiple Stock Appearing In Einhorn, Cohen, 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: Finding The Right Acquisition TargetIn his 2006 Berkshire Hathaway Annual Letter, Warren Buffett discussed how he finds the right acquisition targets. Here’s an excerpt from the letter: We continue, however, to ne…
Guy Spier: Warren Buffett Is Constantly Updating His Investing ModelsDuring his recent interview with Richard Hsu, Guy Spier explains how Warren Buffett’s is constantly updating his investing models. Here’s an excerpt from the interview: Spier: B…- Finding Opportunities Using The NCAA Pairwise RankingsDuring their latest episode of the VALUE: After Hours Podcast, Huber, Taylor, and Carlisle discuss Finding Opportunities Using The NCAA Pairwise Rankings. Here’s an excerpt from…
Jim Chanos: Lessons From The Enron ScandalIncluded in his Yale Class Syllabus, Jim Chanos discusses some lessons from the Enron Scandal. Here’s an excerpt from the syllabus: Bethany McLean, then a Fortune writer, broke …
Vitaliy Katsenelson: Beware Of The Relative Valuation TrapDuring his recent interview with the CFA Society India, Vitaliy Katsenelson explained why investors need to beware of the relative valuation trap. Here’s an excerpt from the int…
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…- Build Your Stock Watchlist Like A Baseball FanDuring their latest episode of the VALUE: After Hours Podcast, Huber, Taylor, and Carlisle discuss Build Your Stock Watchlist Like A Baseball Fan. Here’s an excerpt from the epi…
Howard Marks: Moral Hazard And The ‘Greenspan Put’In his latest memo titled – Lessons From Silicon Valley Bank, Howard Marks discusses moral hazard and the ‘Greenspan Put’. Here’s an excerpt from the memo: One problem with gove…
David Einhorn: What To Do When All Your Stocks Appear To Be LosersDuring this interview with Invest Like The Best, David Einhorn discusses what to do when all of your stocks appear to be losers. Here’s an excerpt from the interview: Einhorn: I…
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’s 90% RuleDuring their latest episode of the VALUE: After Hours Podcast, Huber, Taylor, and Carlisle discuss Warren Buffett’s 90% Rule. Here’s an excerpt from the episode: Tobias: Before …
Mohnish Pabrai: The One Person Warren Buffett Would Like To Have Lunch WithIn this Q&A session with students at JNV Bengaluru, Mohnish Pabrai discusses the time he asked Warren Buffett who he would like to have lunch with. Here is his response: I want …
Howard Marks: This Decline In Interest Rates Was The Biggest Single Event In The Past 45 YearsDuring his recent interview with The Investor’s Podcast, Howard Marks explained why this decline in interest rates was the biggest single event in the last 45 years. Here’s an e…
Charles Munger – 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 E14): John Huber, State Of US Banking, John Von Neumann, Buffett 90% RuleIn their latest episode of the VALUE: After Hours Podcast, John Huber, Jake Taylor, and Tobias Carlisle discuss: Warren Buffett’s 90% Rule Build Your Stock Watchlist Like A Base…
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…