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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…- Josh Wolfe: REdiscovering The Meaning Of PriceIn his latest Q2 2022 Letter, Josh Wolfe discusses REdiscovering the meaning of price. Here’s an excerpt from the letter: Upside booms and downside busts share a common pattern:…
- Howard Marks: The Investor’s DichotomyIn his recent interview with the Acquired Podcast, Howard Marks discussed the investor’s dichotomy. Here’s an excerpt from the interview: Marks: You know, this points out a dich…
Bull, Bear, And Benign Return Paths From HereIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Bull, Bear, And Benign Return Paths From Here. Here’s an excerpt from the episo…- Vitaliy Katsenelson: Great Value Investing Requires Thoughtful ArroganceIn his recent article Vitaliy Katsenelson explains why great value investing requires thoughtful arrogance. Here’s an excerpt from the article: As the great American philosopher…
- Sanjay Bakshi: Sometimes The Best Investment Decisions End In Bad OutcomesIn his recent interview with Building Wealth With Rajeev, Professor Sanjay Bakshi discusses how sometimes the best investment decisions end in bad outcomes. Here’s an excerpt fr…
Seth Klarman – Top 10 Holdings – Q2 2022 – New Buys WBD, EDU, LSXMK, LSXMA, AMZNOne 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 E030): The Long Way; $SPY Bull, Bear, Basic and Benign Return PathsIn their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Bull, Bear, And Benign Return Paths From Here 3 Different Str…
The Worst Performing Stocks – Last 12 Months – S&P500 @YchartsOver the past twelve months a number of stocks have performed worse than all others in the S&P500, and some of the biggest names are included. Here is a list of the worst perfor…
10 Big Named Companies Near 52 Week Highs @YchartsOver the past twelve months a number of big named companies have been near or above their 52 week high price. Each week we’ll take a look at some of the biggest names currently …
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 – 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 (8/26/2022)This week’s best investing news: How the Drivers of Market Returns Evolved (Jamie Catherwood) The Size Factor (Verdad) Buffett’s Berkshire Hathaway Seeks to Buy as Much as 50% o…
Warren Buffett’s Oil BetIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Warren Buffett’s Oil Bet. Here’s an excerpt from the episode: Tobias: Do you th…
This Acquirers Multiple Stock Appearing In Dalio, Watsa, Pzena 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…
10 Micro-Cap Companies That Have Seriously Outperformed Last 12 Months @YchartsAlthough they don’t seem to get the same attention as their larger market counterparts, over the past twelve months ten micro-cap companies have seriously outperformed. All of t…
Chris Davis: The Insanity Of Market PanicsIn his latest presentation titled – The Mindset Required to Navigate Crises and Uncertainty, Chris Davis provides a great illustration of the insanity of market panics. Here’s a…- Choose One Asset To Hold For The Next 246 YearsIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Choose One Asset To Hold For The Next 246 Years. Here’s an excerpt from the epi…