Blog
Page 221
The Argument Against ConcentrationIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss The Argument Against Concentration. Here’s an excerpt from the episode: Jake: I…
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…- Bruce Greenwald: What To Do When No Good Opportunities ExistIn Bruce Greenwald’s Book – Value Investing: From Graham to Buffett and Beyond, there’s a great passage on what to do when no good opportunities exist. Here’s an excerpt from th…
- Ray Dalio: Markets Can Always Be BeatenDuring his recent conversation at the LSE Event, Ray Dalio explained why markets can always be beaten, drawing on decades of experience running Bridgewater Associates and naviga…
- Investing Lessons From Vermeer FakesIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Investing Lessons From Vermeer Fakes. Here’s an excerpt from the episode: Jake:…
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…- Warren Buffett: You Cannot Get Rich With A Weather VaneDuring the 1994 Berkshire Annual Meeting, Warren Buffett explained why you should not make decisions in securities based on what other people think. Here’s an excerpt from the m…
- Jeffrey Gundlach: How to Determine Your Risk Tolerance LevelDuring his recent discussion on Twitter Spaces, Jeffrey Gundlach discussed how to determine your risk level tolerance. Here’s an excerpt from the discussion: Gundlach: It’s pret…
- Comparing The PE Ratios Of The Nifty Fifty Companies With TodayIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Comparing the PE Ratios Of The Nifty Fifty Companies With Today. Here’s an exce…
- Tom Russo: How Warren Buffett And Charlie Munger Life Lessons Are Linked To InvestingDuring his recent interview with WealthTrack, Tom Russo explained how Warren Buffett and Charlie Munger life lessons are linked to investing. Here’s an excerpt from the intervie…
- Stanley Druckenmiller: I Predicted The 2008 Financial Crisis Thanks To A Lehman Brothers AnalystDuring his recent interview with How Leaders Lead, Stanley Druckenmiller explained how he predicted the 2008 financial crisis thanks to a Lehman Brothers analyst. Here’s an exce…
Jim Simons – Top 10 Holdings – Q2 2022 – New Buys MSFT, CVX, BRK.B, SHOP, AXPOne 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…- VALUE: After Hours (S04 E33): Equity Duration & Inflation, The Nifty Fifty, and Vermeer FakesIn their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Comparing the PE Ratios Of The Nifty Fifty Companies With To…
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 (9/23/2022)This week’s best investing news: Howard Marks on Top Misconceptions About Private Credit (OakTree) Are Investors Staring Down Another ‘Lost Decade’ In The Stock Market? (Felder)…
We All Make Mistakes We RegretIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss We All Make Mistakes We Regret. Here’s an excerpt from the episode: Tobias: I’v…