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Stocks In A ‘Death Zone’During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Stocks In A ‘Death Zone’. Here’s an excerpt from the episode: Tobias: This …
This Acquirers Multiple Stock Appearing In Einhorn, Druckenmiller, 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…
David Einhorn: Good Buybacks vs Bad BuybacksDuring his recent interview with CNBC, David Einhorn discussed the difference between good buybacks vs bad buybacks. Here’s an excerpt from the interview: Einhorn: There’s two t…
Howard Marks: A Soft Landing Is Extremely UnlikelyDuring his recent interview with the Asia Society, Howard Marks explained why a soft landing is extremely unlikely. Here’s an excerpt from the interview: Marks: It was a great i…- Warren Buffett’s Uncanny Ability To Predict The FutureDuring their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Warren Buffett’s Uncanny Ability To Predict The Future. Here’s an excerpt f…
François Rochon: Building A Portfolio, Trimming, Position SizeDuring this interview with Best Anchor Stocks, François Rochon discussed building a portfolio, trimming, and the right position size. Here’s an excerpt from the interview: Rocho…
Mohnish Pabrai: Which Berkshire Businesses Will Be Around In 200 YearsDuring this Q&A session with The London School of Economics, Mohnish Pabrai discussed which Berkshire Hathaway businesses will be around in 200 years. The event drew a packed le…
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…- Would Munger Have Done Equally Well In LA Real Estate?During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Would Munger Have Done Equally Well In LA Real Estate?. Here’s an excerpt f…
Cliff Asness: The One Lesson Investors Need To Learn Multiple TimesDuring his recent interview with Bloomberg, Cliff Asness discussed the one lesson investors need to learn multiple times. Here’s an excerpt from the interview: Asness: We starte…
Warren Buffett: The Secret Sauce of InvestingIn his most recent Berkshire Hathaway 2022 Annual Letter, Warren Buffett discusses the secret sauce of investing. Here’s an excerpt from the letter: In August 1994 – yes, 1994 –…
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…- Pending Residential Real Estate ApocalypseDuring their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Pending Residential Real Estate Apocalypse. Here’s an excerpt from the epis…
Chris Bloomstran: The Future For The Fab 5 – Apple, Microsoft, Google, Amazon And FacebookIn his latest Semper Augustus 2022 Annual Report, Chris Bloomstran provides a comprehensive analysis of the Fab 5 – Apple, Microsoft, Google, Amazon and Facebook, and discusses …
Warren Buffett: What Makes Charlie Munger A Great PartnerIn his recent Berkshire Hathaway 2022 Annual Letter, Warren Buffett provided a list of some of the best thoughts from his partner Charlie Munger. Here’s an excerpt from the lett…
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…- VALUE: After Hours (S05 E7): Resi Real Estate Apocalypse, Discretionary Spending, 40s / 70s InflationIn their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Pending Residential Real Estate Apocalypse Would Munger Have …
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…