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Where Are All The Bankruptcies?In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Where Are All The Bankruptcies? Here’s an excerpt from the episode: Tobias: Yea…
David Herro: Value Opportunities In International InvestingDuring his latest presentation, David Herro discusses value opportunities in international investing. Here’s an excerpt from the presentation: Herro: When you look at the world …
Howard Marks: Finding Bargains In The ‘Uninvestable’During his recent interview with The Motley Fool, Howard Marks discussed which areas will benefit from the ‘New World Order’, and finding bargains in the ‘Uninvestable’. Here’s …
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…- Which Industries Will ChatGPT Disrupt?In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Which Industries Will ChatGPT Disrupt? Here’s an excerpt from the episode: Bill…
Warren Buffett: There’s A Very Simple Formula For Building A Multinational Conglomerate Holding CompanyDuring the 2008 Berkshire Hathaway Annual Meeting, Warren Buffett outlined his very simple formula for building a multinational conglomerate holding company. Here’s an excerpt f…
Joel Greenblatt: Investors Can Get Completely Blindsided Through No Fault Of Their OwnIn this interview with William Green, Joel Greenblatt explains how investors can get completed blindsided through no fault of their own. Here’s an excerpt from the interview: Gr…
Dan Loeb – 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 E4): Value Beaten In January, Bears And Rate Cuts, Richard Hamming’s ResearchIn their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Which Industries Will ChatGPT Disrupt? Where Are All The Bank…
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 – Warrior Met Coal Inc (HCC)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 (2/3/2023)This week’s best investing news: “Invest or Enlist”: The Liberty Bond Story (Jamie Catherwood) Charlie Munger says the U.S. should follow in China’s footsteps and ban cryptocurr…
Housing Crisis PornIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Housing Crisis Porn. Here’s an excerpt from the episode: Tobias: There’s some g…
This Acquirers Multiple Stock Appearing In Dalio, Simons, 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…
Terry Smith: Most Companies Are Not Susceptible To ReasonIn this recent edition of medirectalk, Terry Smith explained why most companies are not susceptible to reason. Here’s an excerpt from the interview: Terry Smith: Yes, I’ll elabo…
Michael Mauboussin: Investors Should Focus On Those Things That They Can ControlIn this interview with Trend Following Radio, Michael Mauboussin discusses why investors should focus on those things that they can control. Here’s an excerpt from the interview…- How Did Apple Avoid Layoffs?In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss How Did Apple Avoid Layoffs?. Here’s an excerpt from the episode: Tobias: I cou…