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- First Eagle: Generational Buying Opportunities AheadIn their latest Q3 2022 Market Commentary, First Eagle Investments explain why generational buying opportunities are ahead. Here’s an excerpt from the commentary: The good news …
- Morgan Housel: Most Of Your Investing Success Will Come From A Small Fraction Of Your InvestmentsIn his recent interview with The Long View, Morgan Housel explained why most of your investing success will come from a small fraction of your investments. Here’s an excerpt fro…
This Acquirers Multiple Stock Appearing In Klarman, Dalio, Watsa 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…
Pick A Stock Or Credit To ‘Lose’ The Most In The Next 12 MonthsIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Pick A Stock Or Credit To ‘Lose’ The Most In The Next 12 Months. Here’s an exce…- Vitaliy Katsenelson: Prudent Investing Means Sometimes You’re Going To Look Like A MoronDuring his recent interview with Military to Millionaire, Vitaliy Katsenelson explains why prudent investing means sometimes you’re going to look like a moron. Here’s an excerpt…
- Polen Capital: 5 ‘Guardrails’ For Finding The Best OpportunitiesDuring their recent interview with Value Investor Insight, Damon Ficklin and Jeff Mueller from Polen Capital discussed their five guardrails for finding the best opportunities. …
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…- No Panic But 2022 Daily Declines Only Exceeded By 2008 & 2002In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss No Panic But 2022 Daily Declines Only Exceeded By 2008 & 2002. Here’s an excerp…
- Warren Buffett: Wonderful Industries Do Not Always Equate To Wonderful BusinessesDuring the 1999 Berkshire Hathaway Annual Meeting, Warren Buffett explained why wonderful industries do not always equate to wonderful businesses. Here’s an excerpt from the mee…
- Rob Arnott: Your Tolerance For Downside Risk Is Considerably Less Than You Think It IsDuring his recent interview on the Excess Returns Podcast, Rob Arnott explained why your tolerance for downside risk is considerably less than you think it is. Here’s an excerpt…
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…- Value Investing In The 70sIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Value Investing In The 70s. Here’s an excerpt from the episode: Tobias: I’ve go…
- Terry Smith – 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…
- Jim Chanos: There Are Lots Of Businesses Out There With Unsustainable Business ModelsDuring his recent interview with Simplify, Jim Chanos explained why there are lots of businesses out there with unsustainable business models. Here’s an excerpt from the intervi…
- David Einhorn: Value Investing Will Continue To Be A Very Successful StrategyDuring his recent interview on The End Game Podcast, David Einhorn explains why value investing will continue to be a very successful strategy. Here’s an excerpt from the interv…
- VALUE: After Hours (S04 E38): No Panic, Value Investing in the 70s, 10-3 Treasury Inversion, Pace LayersIn their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Value Investing In The 70s No Panic But 2022 Daily Declines O…
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…
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…