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- This Week’s Best Value Investing News, Podcasts, Interviews (12/23/2022)This week’s best investing news: The Roundup: Top Takeaways From Oaktree’s Quarterly Letters – 4Q2022 (OakTree) A Sharper Signal Amid the Noise, Part II: Evidence from Europe (V…
This Acquirers Multiple Stock Appearing In Gabelli, 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…
GMO: ‘Emerging Value’ To Return 9% – 7 Year Asset Class ForecastIn their latest 7-Year Asset Class Forecast, GMO are predicting that ‘Emerging Value’ will be the standout for the next seven years, with a 9% return. The best returns in the bo…
Warren Buffett: Starting Over – What I Would Have Done DifferentlyDuring the 2012 Berkshire Hathaway Annual Meeting, Warren Buffett discussed what he would have done differently if he had the chance to start over. Here’s an excerpt from the me…
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…
Tom Gayner: Some Great Reasons For Not Selling A StockDuring his recent interview on The Boyar Podcast, Tom Gayner discusses some great reasons for not selling a stock. Here’s an excerpt from the interview: Gayner: Well if I can fi…
Jeffrey Gundlach: All The Major Trends Have ReversedDuring his recent DoubleLine presentation with Felix Zulauf, Jeffrey Gundlach discusses how all of the major trends have reversed. Here’s an excerpt from the presentation: Felix…
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…
Warren Buffett: You Need To Pay Up For Quality BusinessesDuring the 2013 Berkshire Hathaway Annual Meeting, Warren Buffett discussed the need to pay up for quality businesses. Here’s an excerpt from the meeting: WARREN BUFFETT: Well, …
Howard Marks: Nothing In The Investment Business Is CertainDuring this discussion at Talks At GS, Howard Marks explains why nothing in the investment business is certain. Here’s an excerpt from the interview: Marks: I have a lot of resp…
Michael Mauboussin: 5 Principles Of Good Capital AllocationIn his latest paper titled – Capital Allocation – Results, Analysis, and Assessment, Michael Mauboussin discusses five principles of good capital allocation that can be used as …
Aswath Damodaran: Your Best Investment Philosophy Is The One That Fits YouDuring his recent interview with The Motley Fool, Aswath Damodaran explained why your best investment philosophy is the one that fits you. Here’s an excerpt from the interview: …
Warren Buffett – 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…
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 – The Home Depot Inc (HD)In the world of home improvement and maintenance, ensuring reliable and efficient plumbing services is of paramount importance. When it comes to maintaining a safe and functiona…- This Week’s Best Value Investing News, Podcasts, Interviews (12/16/2022)This week’s best investing news: Howard Marks Memo – Sea Change (OakTree) Custom Indexing and A History of Investment Vehicles (Jamie Catherwood) Lunch Auction with Bill Ackman …
GMO: Deep Value Really UndervaluedIn their latest episode of the VALUE: After Hours Podcast, Morris, Taylor, and Carlisle discuss GMO: Deep Value Really Undervalued. Here’s an excerpt from the episode: Tobias: D…