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Crypto BankruptciesIn their latest episode of the VALUE: After Hours Podcast, Braziel, Taylor, and Carlisle discuss Crypto Bankruptcies. Here’s an excerpt from the episode: Thomas: But NFTs, I thi…- Jim Rogers: Us Old ‘Peasants’ Know Gold And Silver Will Protect You When Everything’s CollapsingIn this interview with Commodity Culture, Jim Rogers explains why gold and silver will protect you when everything is collapsing. Here’s an excerpt from the interview: Rogers: W…
- Howard Marks: This ‘Recession’ Won’t Last LongIn this interview with Yicai Global, Howard Marks explains why this recession won’t last long. Here’s an excerpt from the interview: Marks: Within the bounds of my limitations o…
Jeremy Grantham – Top 10 Holdings – Q2 2022 – New Buys ISRG, HES, GSK, BP, UBSOne 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 E31): Crypto Bankruptcies, Pacific Crest Through-Hiking, Small Caps are DueIn their latest episode of the VALUE: After Hours Podcast, Thomas Braziel, Jake Taylor, and Tobias Carlisle discuss: Crypto Bankruptcies Investing Lessons From Through-Hiking Sm…
10 Big Named Companies Near 52 Week Lows @YchartsOver 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…
Stock In Focus – TAM Stock Screener – Meta Platforms Inc (META)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 (9/2/2022)This week’s best investing news: Abandoning Diversification (Verdad) We Just Can’t Help It (Jamie Catherwood) Howard Marks & Andrew Marks: Something of Value (Acquired) Septembe…
Are We In The Eye Of A Hurricane?In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Are We In The Eye Of A Hurricane?. Here’s an excerpt from the episode: Jake: Ye…
10 Companies That Generate Huge Free Cash Flows (Non-Financial) @YchartsThis week we take a look at some big named non-financial companies that generate huge ‘free’ cash flows compared to their market cap, using the price to free cash flow ratio (P/…- Jeremy Grantham: Prepare For An Epic Superbubble FinaleIn his latest article titled – Entering The Superbubble’s Final Act, Jeremy Grantham warns investors to prepare for an epic superbubble finale. Here’s an excerpt from the articl…
- Warren Buffett: How To Overcome Fear When Everyone Else Is ScaredDuring the 2010 Berkshire Hathaway Annual Meeting, Warren Buffett was asked how to overcome fear when everyone else is scared. Here’s his response: WARREN BUFFETT: The business …
This Acquirers Multiple Stock Appearing In Dalio, Pzena, 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…- How Long Should You Look Back To Forecast Forward?In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss How Long Should You Look Back To Forecast Forward?. Here’s an excerpt from the …
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…
Tobias Carlisle: Most Investors Cannot Stomach A Lumpy 15% ReturnIn his recent interview on the Excess Returns Podcast, Tobias Carlisle explained why most investors cannot stomach a lumpy fifteen percent return. Here’s an excerpt from the int…- Mohnish Pabrai: The Holy Grail PortfolioIn his recent presentation at the TiE Austin Speaker Series, Mohnish Pabrai discussed his Holy Grail portfolio. Here’s an excerpt from the presentation: Pabrai: One of the thing…
- How Often Should You Underwrite Your Portfolio?In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss How Often Should You Underwrite Your Portfolio?. Here’s an excerpt from the epi…