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- Jim Chanos: Enron & FTX Shared The Same ‘Black Box’ CharacteristicsDuring his recent interview with Srivatsan Prakash, Jim Chanos explained how Enron and FTX shared the same ‘Black Box’ characteristics. Here’s an excerpt from the interview: Cha…
- Bill Nygren: Investors Must Take Larger Positions To Have Maximum Impact On Their PortfoliosDuring his recent presentation, Bill Nygren discussed why investors must take larger position sizes to have maximum impact on their portfolios. Here’s an excerpt from the presen…
Todd Combs on Buffett & MungerIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Todd Combs on Buffett & Munger. Here’s an excerpt from the episode: Bill: We we…
Warren Buffett: What To Consider When Investing In Companies Outside The U.SDuring the 2011 Berkshire Hathaway Annual Meeting, Warren Buffett discussed what he considers when investing in companies outside the U.S. Here’s an excerpt from the meeting: WA…
Michael Burry – 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…
Eugene Fama: Investing In The U.S Has Less Risk Than Investing InternationallyDuring his recent interview with Meb Faber, Eugene Fama explains why investing in the U.S has less risk than investing internationally. Here’s an excerpt from the interview: Fam…- VALUE: After Hours (S04 E41): Fortune Favors the Brave, Asteroid Mining, Tech Layoffs + GOOG ActivismIn their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Todd Combs Provides Insights Into Buffett & Munger Fortune Fa…
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…- This Week’s Best Value Investing News, Podcasts, Interviews (11/18/2022)This week’s best investing news: Charlie Munger: CNBC Interview – Berkshire, Billionaires, & the Blockchain (CNBC) What You (Want to)* Want (Paul Graham) Berkshire Hathaway Ener…
Stock In Focus – TAM Stock Screener – Alphabet Inc (GOOGL)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…
What To Do When The Big Flush ComesIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss What To Do When The Big Flush Comes. Here’s an excerpt from the episode: Bill: …
This Acquirers Multiple Stock Appearing In Dalio, Greenblatt, Simons 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…
Li Lu: Investors Who Figure Out Their Own Style, And Stick To It, Will Have A Big AdvantageIn this interview with the Graham & Doddsville Newsletter, Li Lu explained why investors who figure out their own style, and stick to it, will have a huge advantage. Here’s an e…
Bruce Flatt: Price And Value Are Rarely The Same; This Often Creates OpportunityIn his Q2 2022 letter to shareholders, Bruce Flatt explains why Price and Value are rarely the same, and why this often creates opportunity. Here’s an excerpt from the letter: A…- Small Quality Value Crushing ItIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Small Quality Value Crushing It. Here’s an excerpt from the episode: Tobias: Th…
- Charles Ellis: The Biggest Change In 60 Years Of InvestingDuring his recent interview with WealthTrack, Charles Ellis discussed the biggest change is in 60 years of investing in markets. Here’s an excerpt from the interview: Ellis: My …
- Charles Munger: Investing Firms Have Had Their Reputations Destroyed By CryptoDuring his recent interview with CNBC, Charles Munger discusses how investing firms have had their reputations destroyed by crypto. Here’s an excerpt from the interview: Munger:…