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10 Big Named Companies That Have Seriously Outperformed Last 12 Months @YchartsOver the past twelve months ten big named companies have seriously outperformed. It’s no surprise that six are from the Energy sector, one from Utilities, one from Healthcare, o…- Jim Chanos: Julian Robertson Was The Portfolio Manager’s Portfolio ManagerIn his recent interview with CNBC, Jim Chanos explains why Julian Robertson was the portfolio manager’s portfolio manager. Here’s an excerpt from the interview: Chanos: I had th…
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…
We’re In ‘The Boring 20s’ MarketIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss We’re In ‘The Boring 20s’ Market. Here’s an excerpt from the episode: Tobias: W…
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…- Ian Cassel: Finding Opportunities In ScarcityIn this interview on The Infinite Loops Podcast, Ian Cassel discusses finding opportunities in scarcity. Here’s an excerpt from the interview: Cassel: And so when I get asked, “…
- Bill Ackman: The Fund Manager’s DilemmaIn his latest June 2022 Semi-Annual Letter, Bill Ackman discusses the fund manager’s dilemma. Here’s an excerpt from the letter: While our approach to investing capital is logic…
- Michael Burry Sells All But PrisonsIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Michael Burry Sells All But Prisons. Here’s an excerpt from the episode: Tobias…
- Cam Harvey & Rob Arnott: Today’s Inflation Is UnprecedentedIn his recent interview with Meb Faber and Rob Arnott, Cam Harvey explains why today’s inflation is unprecedented. Here’s an excerpt from the interview: Harvey: So if you look a…
David Einhorn – Top 10 Holdings – Q2 2022 – New Buys CEIX, KD, AAWW, GLD, CNXCOne 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 Rogers: Every Bull Market Ends The Same WayIn his recent interview with Edelweiss Wealth Management, Jim Rogers discusses how every bull market ends the same way. Here’s an excerpt from the interview: Rogers: I see the s…
- VALUE: After Hours (S04 E029): The Boring 20s, Burry Sells All But Prisons, Value and Interest RatesIn their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Michael Burry Sells All But Prisons The Boring 20s Chris Bloo…
Stock In Focus – TAM Stock Screener – Himax Technologies Inc (HIMX)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…
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…
This Week’s Best Value Investing News, Podcasts, Interviews (8/19/2022)This week’s best investing news: Michael Burry’s Hedge Fund Added One Stock And Dumped All the Rest (Yahoo) Emerging Market Cycles (Verdad) Much Wow (Rudy Havenstein) Warren Buf…
The Amount Of Raw Material That Goes Into An Electric VehicleIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss The Amount Of Raw Material That Goes Into An Electric Vehicle. Here’s an excerp…
This Acquirers Multiple Stock Appearing In Burry, Simons, Cohen 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…
Jake Taylor: How To Avoid Your Blind SpotsIn his recent interview with The Value Perspective, Jake Taylor discusses some examples of how to avoid your blind spots. Here’s an excerpt from the interview: JT: Let’s jump ba…