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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…
What The Buffett Indicator Is Telling UsIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss What The Buffett Indicator Is Telling Us. Here’s an excerpt from the episode: T…
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…- Ray Dalio: Investors Need To Look At Returns Relative To InflationDuring his recent interview with Business Today, Ray Dalio explains why investors need to look at returns relative to inflation. Here’s an excerpt from the interview: Dalio: Ove…
- Charles Munger: A Good Business, But Not A Fabulous Business, Tends To Fall Into Two CategoriesDuring the 2003 Berkshire Annual Meeting, Charles Munger discussed a good business, but not a fabulous business, tends to fall into two categories. Here’s an excerpt from the me…
- Growth Investing In Value IndustriesIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Growth Investing In Value Industries. Here’s an excerpt from the episode: Bill:…
- Rich Pzena – 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…
- Bill Ackman: In This Market Investors Should Focus On Super-Durable Growth CompaniesDuring his recent interview with AJ Bell, Bill Ackman explained why investors should focus on super durable growth companies in this market. Here’s an excerpt from the interview…
- François Rochon: Write Down Your 3 Biggest Mistakes Every YearIn his recent interview on the RWH Podcast, François Rochon explains why you should write down your three biggest mistakes every year. Here’s an excerpt from the interview: Roch…
- VALUE: After Hours (S04 E40): The Buffett Indicator, Small Quality Value, Risk and CrashesIn their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Bob Robotti – Growth Investing In Value Industries What Is Th…
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 – Pfizer Inc (PFE)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 (11/11/2022)This week’s best investing news: Persistence of Margins (Verdad) Berkshire Hathaway Q3 2022 Letter (BH) Lessons from World War II (Jamie Catherwood) How bargain hunter Howard Ma…
Invest Where The Puck Is GoingIn the latest episode of the Acquirers Podcast, Vincent Daniel, Porter Collins, and Tobias Carlisle discuss Invest Where The Puck Is Going. Here’s an excerpt from the episode: T…
This Acquirers Multiple Stock Appearing In Dalio, Cohen, 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…- Mohnish Pabrai: Most Business Moats Are Created AccidentallyDuring his recent interview with Boston College, Mohnish Pabrai explained why most business moats are created accidentally. Here’s an excerpt from the interview: Pabrai: So ever…
- Charles Munger: The Two Things You Shouldn’t Watch – Sausage Making & Legislation MakingDuring the 2010 Berkshire Annual Meeting, Charles Munger quoted Otto von Bismarck on the two things you shouldn’t watch – sausage making and legislation making. Here’s an excerp…