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Biggest Winners In The New Energy ParadigmIn the latest episode of the Acquirers Podcast, Vincent Daniel, Porter Collins, and Tobias Carlisle discuss Biggest Winners In The New Energy Paradigm. Here’s an excerpt from th…
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…- Vitaliy Katsenelson: It Will Be Much More Rewarding To Be A Value Investor As Common Sense Comes Back To MarketsDuring his recent interview with Van Eck, Vitaliy Katsenelson explains why it will be much more rewarding to be a value investor as common sense comes back to markets. Here’s an…
- Ian Cassel: Don’t Worry About Illiquidity, Worry About Being Right!During his recent interview with Lead-Lag Live, Ian Cassel explains why investors shouldn’t worry about illiquidity, they should worry about being right. Here’s an excerpt from …
- Here’s Why Tesla’s Margins Don’t Make SenseIn the latest episode of the Acquirers Podcast, Vincent Daniel, Porter Collins, and Tobias Carlisle discuss Here’s Why Tesla’s Margins Don’t Make Sense. Here’s an excerpt from 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…- Michael Mauboussin: How To Build Your Investment ProcessDuring his recent interview on the 20VC Podcast, Michael Mauboussin explained how to build your investment process. Here’s an excerpt from the interview: Mauboussin: One thing I…
- Tweedy Browne: Non-US Stocks Priced For ArmageddonIn their latest Q3 2022 Letter, Tweedy Browne explain why non-US stocks are priced for Armageddon. Here’s an excerpt from the letter: Rising equity market volatility continues t…
- The Big Contrarian Energy TradeIn the latest episode of the Acquirers Podcast, Vincent Daniel, Porter Collins, and Tobias Carlisle discuss The Big Contrarian Energy Trade. Here’s an excerpt from the episode: …
- Elliott Management: Current Market Extremes Worse Than The Post-WWII PeriodIn their latest Q3 2022 Letter, Elliott Management explain why current market extremes are worse than the post-WWII period. Here’s an excerpt from the letter: Imagine a big ware…
- Carl Icahn: Corporate America Only Has Itself To BlameDuring his recent interview with The Forbes Iconoclast Summit, Carl Icahn explained why Corporate America only has itself to blame. Here’s an excerpt from the interview: Icahn: …
- Ray Dalio – 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…
- Acquirers Podcast: Vincent Daniel and Porter Collins from Seawolf on Energy, Inflation and the FedIn the latest episode of the Acquirers Podcast, Vincent Daniel, Porter Collins, and Tobias Carlisle discuss: Working With The Big Short’s Steve Eisman In Real Life The Big Contr…
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 the top 10 worst performing Mega…
Stock In Focus – TAM Stock Screener – Procter & Gamble Co (PG)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 (11/4/2022)This week’s best investing news: The Impact of OPEC Announcements on Oil Prices (Verdad) For Diving FAANG Stocks, It’s the End of an Era (WSJ) A dead cat bounce 250 years in the…
A Pace Layer Approach To InvestingIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss A Pace Layer Approach To Investing. Here’s an excerpt from the episode: Jake: T…