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Aswath Damodaran: The Biggest Mistake Investors MakeDuring his recent interview at the SKAGEN Funds New Years Conference 2023, Aswath Damodaran discussed the biggest mistake that investors make. Here’s an excerpt from the intervi…
Terry Smith: ‘When The Police Raid The Bawdy House Even The Nice Girls Get Arrested’In his recent 2022 Annual Letter, Terry Smith explained how sometimes good companies, with solid fundamentals, get taken down in a meltdown, together with their underperforming …
The Inner Game – Managing Your Negative MindsetIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss The Inner Game – Managing Your Negative Mindset. Here’s an excerpt from the epi…
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…
Jeremy Grantham: The Market Could Fall A Stomach-Turning 50% From HereIn his latest viewpoint titled – After A Timeout, Back To The Meat Grinder, Jeremy Grantham says the market could fall a stomach-turning 50% from here. Here’s an excerpt from th…
Tom Gayner: What Makes Warren Buffett GreatIn this interview with The World According To Boyar Podcast, Tom Gayner discusses what makes Warren Buffett great, having spent time with him as a board member of The Washington…- Biggest Surprises Of 2022In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Biggest Surprises Of 2022. Here’s an excerpt from the episode: Tobias: Let’s ch…
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…
John Hussman: S&P Could Drop By 66% Of January 2022 PeakIn his recent market commentary titled – Pushing Your Luck, John Hussman explains why the S&P500 could drop by two thirds of its January 2022 peak. Here’s an excerpt from the co…
Warren Buffett: How To Make Money From ‘Work-Out’ Investments (1957)In his 1957 Partnership Letter, Warren Buffett explained how he made money from ‘work-out’ investments. Here’s an excerpt from the letter: The market decline has created greater…- 60% Forward Returns For ValueIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss 60% Forward Returns For Value. Here’s an excerpt from the episode: Tobias: I ju…
Joel Greenblatt – 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…
Joel Greenblatt: Concentrated & Diversified Portfolios Both Work WellIn this interview with the RWH Podcast, Joel Greenblatt explains why he runs concentrated and diversified portfolios. Here’s an excerpt from the interview: Greenblatt: Most of m…
Howard Marks: The Right Way To Think About StocksDuring this interview with BNN Bloomberg, Howard Marks discussed the right way to think about stocks. Here’s am excerpt from the interview: Marks: Well it doesn’t matter when th…- VALUE: After Hours (S05 E2): 2022 Year in Review, The Inner Game, Value Spreads And The 3/10 InversionIn their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: 60% Forward Returns For Value The Inner Game – Managing Your …
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 – Stellantis NV (STLA)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…