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- Edward Chancellor: ‘New’ Technology Red FlagsIn his recent interview with Meb Faber, Edward Chancellor discusses the history of ‘new’ technology manias and the red flags that investors should be aware of. Here’s an excerpt…
The Big Four Basic Key Materials Of The Modern WorldIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss The Big Four Basic Key Materials Of The Modern World. Here’s an excerpt from 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…- Aswath Damodaran: The Biggest Reason For Bad ValuationsIn his recent presentation at Valuation ConFab, Aswath Damodaran discusses the biggest reason for bad valuations. Here’s an excerpt from the presentation: Damodaran: The biggest…
- Cliff Asness: Is Value Really An Interest Rate Bet?In his recent article titled – Is Value Just an Interest Rate Bet?, Cliff Asness discusses whether value investing really is an interest rate bet. Here’s an excerpt from the art…
- Value Spread Very Very WideIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Value Spread Very Very Wide. Here’s an excerpt from the episode: Jake: Is that …
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…- George Soros: The Boom/Bust Cycle ExplainedIn his book Soros On Soros: Staying Ahead Of The Curve, George Soros explains the boom/bust cycle. Here’s an excerpt from the book: Usually the process starts with a trend that …
- Seth Klarman: Avoidance Of Loss Is The Surest Way to Ensure A Profitable OutcomeIn his book Margin Of Safety, Seth Klarman discusses why the avoidance of loss is the surest way to ensure a profitable outcome. Here’s an excerpt from the book: While no one wi…
- David Einhorn – Why Value Is Ripping!In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss David Einhorn – Why Value Is Ripping!. Here’s an excerpt from the episode: Tobi…
- Howard Marks: The Cardinal Sin Of InvestingIn his recent Oakmark Insights Live interview, Howard Marks discussed the cardinal sin of investing. Here’s an excerpt from the interview: Marks: I really believe, and I’ve said…
- Jamie Dimon: This Is Not A Normal RecessionIn his recent interview with Newsmakers, Jamie Dimon explained why this is not a normal recession. Here’s an excerpt from the interview: Host: You just mentioned all the other s…
Rich Pzena – Top 10 Holdings – Q2 2022 – New Buys SSNC, C, BMY, TCOM, GILOne 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 E028): Wide Value Spread, Einhorn on Value, Aggregate in AggregateIn their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Einhorn – Why Value Is Ripping! Value Spread Very Very Wide T…
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…
10 Big Named Companies With Huge Free Cash Flows @YchartsThis week we take a look at some big named companies that generate huge ‘free’ cash flows compared to their market cap, using the price to free cash flow ratio (P/FCF). Price to…
Stock In Focus – TAM Stock Screener – Stewart Information Services Corp (STC)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…
Is Verizon Communications Inc (VZ) A Great Value Stock? @YchartsBased on the improved performance metrics which we recently added to our stock screens, Verizon Communications Inc (VZ) could be a great value stock: Verizon is primarily a wire…