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Howard Marks: There’s Nothing Intelligent To Be Learned About Managing MoneyDuring this recent interview with The University of Chicago Booth School, Howard Marks quotes Galbraith saying there’s nothing intelligent to be learned about managing money. He…
Will Microsoft Bing With ChatGPT Destroy Google?In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Will Microsoft Bing With ChatGPT Destroy Google?. Here’s an excerpt from the ep…
David Abrams – 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…
Pzena: The Stage Is Set For Another Powerful Value CycleIn their latest Q4 2022 Market Commentary, Pzena explain why the stage is set for another powerful value cycle. Here’s an excerpt from the letter: Equity market performance in p…
Dan Loeb: Invest In Companies That Have Found ‘Religion’In his latest Q4 2022 Letter, Dan Loeb recommends investing in companies that have found ‘religion’. Here’s an excerpt from the letter: While these results were lackluster, we u…- VALUE: After Hours (S05 E5): Value Spread Wide, Forward Earnings Rolling Over, Soft LandingsIn their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Will Microsoft Bing With ChatGPT Destroy Google? Steve Jobs W…
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 – West Fraser Timber Co. Ltd (WFG)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 (2/10/2023)This week’s best investing news: Howard Marks on China, Risk, and Interest Rates (Motley Fool) A Brief History Of Post-Bubble Markets (Jamie Catherwood) Baupost chief Seth Klarm…
Why Netflix Is An Amazing Business StoryIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Why Netflix Is An Amazing Business Story. Here’s an excerpt from the episode: B…
This Acquirers Multiple Stock Appearing In Dalio, Simons, Pzena 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…
Terry Smith: Where To Find The Great Businesses Of The FutureIn this interview with AJ Bell, Terry Smith discussed where to find the great businesses of the future. Here’s an excerpt from the interview: Smith: The same place they came fro…
Charles Munger: What Makes Li Lu A Great InvestorDuring the 2018 Daily Journal Annual Meeting, Charles Munger was asked about the talent of Li Lu. Here’s an excerpt from the meeting: Munger: The second question was Li Lu. What…- Soft Landing Or Big Flush Coming?In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Soft Landing Or Big Flush Coming? Here’s an excerpt from the episode: Tobias: I…
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…
GMO: 2022 – U.S. Large Caps – The Value/Growth Spread Was A Stunning 24% In Favor Of ValueIn their recent Q4 2022 Letter, GMO highlighted that in 2022 within U.S. large caps, the value/growth spread was a stunning 24% in favor of value. Here’s an excerpt from the let…
Michael Burry: Investors Who Turn Over The Most Stones Will Find The Most SuccessIn his 2001 Scion Capital Letter, Michael Burry says investors who turn over the most stones will find the most success. Here’s an excerpt from the letter: When evaluating an op…