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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…
Jim Chanos: A Major Problem Is ‘Positioning’ Now Matters More To Investors Than FundamentalsDuring his recent interview at the iConnections Global Alts Conference, Jim Chanos discussed a major problem is ‘positioning’ now matters more to investors than fundamentals. He…
Mohnish Pabrai: How Warren Buffett Maximizes His Investment Returns Without Doing Any Heavy LiftingDuring his recent interview with EO Gurgaon, Mohnish Pabrai explained how Warren Buffett maximizes his investment returns without doing any heavy lifting. Here’s an excerpt from…
The Market’s Real CheapIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss The Market’s Real Cheap. Here’s an excerpt from the episode: Tobias: -I was try…
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…
Bruce Greenwald: Why It’s So Difficult To Value CompaniesIn this interview with MOI Global, Bruce Greenwald discusses why it’s so difficulty to value companies. Here’s an excerpt from the interview: Greenwald: Let’s talk a little abou…
Howard Marks: Investors Need Stamina To Resist Short-Term TemptationsIn his recent interview with The Market, Howard Marks explained why investors need stamina to resist the temptation of responding to short-term influences. Here’s an excerpt fro…- Do You Deserve Equity Returns?In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Do You Deserve Equity Returns?. Here’s an excerpt from the episode: Tobias: Yea…
Jeremy Grantham: Most Ancient Recession Predictor Indicates Recession PendingIn his latest letter, Jeremy Grantham says the most ancient recession predictor is indicating a recession is pending. Here’s an excerpt from the letter: Other factors suggesting…
Warren Buffett: Any Blind Date Is Preferable To One With The Girl Next DoorIn his 1987 Chairman’s Letter, Warren Buffett explained how investors make the mistake of choosing exotic-sounding businesses over the less exotic, boring ones. Here’s an excerp…
Howard Marks – 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 E3): 3-10 Prophecy Fulfilled, Centralia Coal Fires and Inflation, Tech LayoffsIn their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Do You Deserve Equity Returns? The Market’s Real Cheap 3-10 P…
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 – Ternium SA (TX)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 (1/27/2023)This week’s best investing news: Jeremy Grantham – After A Timeout, Back To The Meat Grinder! (GMO) Ray Dalio – The Farce and Consequences of the Debt Limit and the Debt (Dalio)…
Big Decade For Commodities AheadIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Big Decade For Commodities Ahead. Here’s an excerpt from the episode: Tobias: I…
This Acquirers Multiple Stock Appearing In Dalio, Simons, Watsa 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…