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Jeremy Grantham: The First Interest Rate Cut Is When The Second Half Of The Pain Will StartDuring his recent interview on The Investor’s Podcast, Jeremy Grantham explained why the first interest rate cut is when the second half of the pain will start. Here’s an excerp…
Ray Dalio – 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 E13): Matthew Cochrane, History Of Insurance And Gambling, Value, And RecessionIn their latest episode of the VALUE: After Hours Podcast, Matthew Cochrane, Jake Taylor, and Tobias Carlisle discuss: This Time Is Different And The Same Buy 1% Of Your Competi…
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…
Stock In Focus – TAM Stock Screener – United Parcel Service Inc (UPS)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…
Bill Ackman: Stock Market Volatility Is The Friend Of The Long-Term InvestorIn his recent 2022 Annual Letter, Bill Ackman explained why stock market volatility is the friend of the long-term investor. Here’s an excerpt from the letter: While our NAV dec…
The Best Investor Of All Time (According To ChatGPT)Just for a bit of fun this week we asked ChatGPT who is the best investor of all time? Here is its response: The title of “best investor of all time” is subjective and can vary …- This Week’s Best Value Investing News, Podcasts, Interviews (4/7/2023)This week’s best investing news: Bill Ackman – Pershing Square Annual Letter 2022 (PS) Tom Gayner – Wealth, Wisdom, & Happiness (TIP) Ray Dalio warns everyone is losing money as…
Berkshire’s Proxy Proposals Are Like Whac-A-MoleDuring their latest episode of the VALUE: After Hours Podcast, Bloomstran, Taylor, and Carlisle discuss Berkshire’s Proxy Proposals Are Like Whac-A-Mole. Here’s an excerpt from …
Charles Munger: Great Investing Means Being Aversive To The Standard StupiditiesDuring the 2016 Berkshire Hathaway Meeting, Charles Munger explained why great investing means being aversive to standard stupidities. Here’s an excerpt from the meeting: WARREN…
Nelson Peltz: The First Thing You Do As An Activist Investor Is…During his recent presentation at Faena Forum, Nelson Peltz discussed the first thing you do as an activist investor. Here’s an excerpt from the presentation: Peltz: Our formula…
This Acquirers Multiple Stock Appearing In Greenblatt, Cohen, Simons 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…- Buffett’s BH Energy Provides Capital Allocation Training Wheels For The Next GuyDuring their latest episode of the VALUE: After Hours Podcast, Bloomstran, Taylor, and Carlisle discuss Buffett’s BH Energy Provides Capital Allocation Training Wheels For The N…
Warren Buffett: It Is Possible To Become Fiscally Flabby Through A Steady Diet Of Speculative BonbonsIn his 1968 Buffett Partnership Letter, Warren Buffett explained why it is possible to become fiscally flabby through a steady diet of speculative bonbons. Here’s an excerpt fro…
Jamie Dimon: A Full List Of Storm Clouds Ahead For U.S EconomyIn his 2022 annual letter to shareholders, Jamie Dimon outlined all of the storm clouds ahead for the U.S economy. Here’s an excerpt from the letter: Until the collapse of Silic…
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…- Berkshire Hathaway’s Breathtaking EarningsDuring their latest episode of the VALUE: After Hours Podcast, Bloomstran, Taylor, and Carlisle discuss Berkshire Hathaway’s Breathtaking Earnings. Here’s an excerpt from the ep…