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VALUE: After Hours (S04 E37): Cathie Wood and Charles Akre, Ten Things That Derail Peter Leyden’s FutureIn their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Chuck Akre On Recouping Bear Market Losses Ten Things That De…
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…
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…- This Week’s Best Value Investing News, Podcasts, Interviews (10/21/2022)This week’s best investing news: Predicting Growth (Verdad) Oaktree’s Howard Marks in ‘fireside’ chats, new funds on horizon (AFR) Dan Loeb’s Third Point builds stake in Colgate…
Peter Leyden – The Next Big Long Tech BoomIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Peter Leyden – The Next Big Long Tech Boom. Here’s an excerpt from the episode:…
This Acquirers Multiple Stock Appearing In Simons, Pzena, Gabelli 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…- Dan Loeb: What The Smartest Man In America Told MeIn his recent Q3 2022 Letter, Dan Loeb explained what the smartest man in America told him. Here’s an excerpt from the letter: I am sympathetic to many of these economic and geo…
- Ian Cassel: The Hardest Part About Dealing With DrawdownsDuring his recent interview on The Investor’s Podcast, Ian Cassel discussed the hardest part about dealing with drawdowns. Here’s an excerpt from the interview: The hardest part…
- Why Has The EV/EBIT Spread Blown Out?In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Why Has The EV/EBIT Spread Blown Out?. Here’s an excerpt from the episode: Bill…
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…- Adam Smith: Constant Growth Cannot Continue Ad InfinitumIn Adam Smith’s book – The Money Game, he discusses why constant growth cannot continue ad infinitum. Here’s an excerpt from the book: There is one footnote to this business of …
- Warren Buffett: How To Determine If Someone Is A Great Capital AllocatorDuring the 2011 Berkshire Hathaway Annual Meeting, Warren Buffett was asked – how can we determine how good of a job you have done at allocating capital? Here’s an excerpt from …
- The Reason Analysts Systematically Overshoot On EarningsIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss The Reason Analysts Systematically Overshoot On Earnings. Here’s an excerpt fro…
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…- Mohnish Pabrai: Where To Start Your Company AnalysisDuring his recent interview with Mis Propias Finanzas, Mohnish Pabrai discussed his process for analysing a company. Here’s an excerpt from the interview: Pabrai: If I get past …
- Cathie Wood: Disruptive Innovation Will Be Valued At $210 Trillion By 2030In her recent interview on The Investor’s Podcast, Cathie Wood explained why disruptive innovation will be valued at $210 Trillion by 2030. Here’s an excerpt from the interview:…
- Investors Are Extremely Bearish But Still Holding StocksIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Investors Are Extremely Bearish But Still Holding Stocks. Here’s an excerpt fro…