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Forget Sleep – The Nerve Wracking Portfolio Generates AlphaDuring their latest episode of the VALUE: After Hours Podcast, Dickson, Taylor, and Carlisle discuss Forget Sleep – The Nerve Wracking Portfolio Generates Alpha. Here’s an excer…
Mario Gabelli: How To Buy A Business Like Warren BuffettDuring his recent interview with the MultiGreen Podcast, Mario Gabelli explained how to buy a business like Warren Buffett. Here’s an excerpt from the interview: Gabelli: When I…
Warren Buffett: Interest Rates Power Everything In The Economic UniverseDuring the 2013 Berkshire Hathaway Annual Meeting, Warren Buffett explained why interest rates power everything in the economic universe. Here’s an excerpt from the meeting: WAR…
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 E11): Behavioral Errors, The Art of Learning, And Yield Curve InversionIn their latest episode of the VALUE: After Hours Podcast, Drew Dickson, Jake Taylor, and Tobias Carlisle discuss: Forget Sleep – The Nerve Wracking Portfolio Generates Alpha Eu…
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…- This Week’s Best Value Investing News, Podcasts, Interviews (3/24/2023)This week’s best investing news: Bill Ackman Full Interview – SVB Collapse; Biden vs Trump; Losing $400M on Netflix (20VC) Terry Smith: Why I never invest in bank shares (Fundsm…
Stock In Focus – TAM Stock Screener – The Home Depot Inc (HD)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…
Solvency – There Is No Banking CrisisDuring their latest episode of the VALUE: After Hours Podcast, Travis, Taylor, and Carlisle discuss Solvency – There Is No Banking Crisis. Here’s an excerpt from the episode: Ja…
Terry Smith: Do We Actually Need Traditional Banks Anymore?In his recent article titled – Why I never invest in bank shares, Terry Smith explains why he never invests in bank stocks. Here’s an excerpt from the article: Smith: That encom…
Joel Greenblatt: There’s A Big Dichotomy In The Opportunity Set Right NowDuring his recent interview with the Investors’ Chronicle, Joel Greenblatt explained why there’s a big dichotomy in the opportunity set right now. Here’s an excerpt from the int…
This Acquirers Multiple Stock Appearing In Dalio, Greenblatt, 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…- Fed Hikes Rates Until Something BreaksDuring their latest episode of the VALUE: After Hours Podcast, Travis, Taylor, and Carlisle discuss Fed Hikes Rates Until Something Breaks. Here’s an excerpt from the episode: T…
Cliff Asness: The ‘Two Newspaper’ Investing StrategyDuring his recent interview with Barry Ritholz, Cliff Asness discussed his ‘two newspaper’ investing strategy. Here’s an excerpt from the interview: Asness: About half our asset…
Bill Ackman: Why We Need To Guarantee All Bank DepositsDuring his recent interview with 20VC, Bill Ackman explained why we need to guarantee all bank deposits. Here’s an excerpt from the interview: Ackman: I woke up Saturday morning…
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…- We’re Heading For A Financial Ice AgeDuring their latest episode of the VALUE: After Hours Podcast, Travis, Taylor, and Carlisle discuss We’re Heading For A Financial Ice Age. Here’s an excerpt from the episode: Ja…