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Mohnish Pabrai: Micro Will Always Trump MacroDuring his recent interview with students at the William & Mary College, Mohnish Pabrai explains why micro will always trump macro. Here’s an excerpt from the interview: Pabrai:…
Joel Tillinghast: How To Hold A Stock For 20+ YearsIn his recent interview with RWH, Joel Tillinghast explained how to how a stock for 20+ years. Here’s an excerpt from the interview: Green: But how did you hold it for so many y…
Seth Klarman – 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 (S04 E42): Cheap Value, Apoptosis, One of the Most Serious Podcasts in the WorldIn their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Alameda Promised High Returns With No Risk Apoptosis – Build …
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 – Lowe’s Companies Inc (LOW)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 (11/25/2022)This week’s best investing news: Howard Marks Memo: What Really Matters? (OakTree) How Intangible Assets Shape Markets (Jamie Catherwood) Buffett’s Berkshire boosts stakes in Ja…
The Diverse Nature Of Berkshire’s Stock PicksIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss The Diverse Nature Of Berkshire’s Stock Picks. Here’s an excerpt from the episo…
This Acquirers Multiple Stock Appearing In Simons, Cohen, 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…- Vitaliy Katsenelson: This Is The Time To Get Excited If You’re A Value InvestorDuring his recent interview with the Fatal Conceits Podcast, Vitaliy Katsenelson explained why this is the time to get excited if you’re a value investor. Here’s an excerpt from…
- Rob Arnott: Value Is Now Ahead Of Growth Decade-To-DateDuring his recent interview with Barron’s Live, Rob Arnott discussed value is now ahead of growth decade-to-date. Here’s an excerpt from the interview: Arnott: Now here’s a surp…
- Investing Lessons From Formula 1In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Investing Lessons From Formula 1. Here’s an excerpt from the episode: Jake: [la…
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…
Dwight Anderson: What Made Julian Robertson A Truly Great InvestorDuring his recent interview with CNBC, Tiger Cub Dwight Anderson discussed what made Julian Robertson a truly great investor. Here’s an excerpt from the interview: Anderson: So …- Howard Marks: What Matters Most? AsymmetryIn his latest memo titled – What Really Matters?, Howard Marks explains why ‘asymmetry’ matters most when it comes to investing. Here’s an excerpt from the memo: What matters mo…
- Fortune Favors The BraveIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Fortune Favors The Brave. Here’s an excerpt from the episode: Tobias: Just that…
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…