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- Michael Mauboussin: Investors Must Look Past Simple Measures Of Profits To Understand A Business’s True Ability To Create ValueIn his latest paper titled – Good Losses, Bad Losses, Michael Mauboussin explains why investors must look past simple measures of profits to understand a business’s true ability…
Will Warren Buffett Take OXY Private?In their latest episode of the VALUE: After Hours Podcast, Brewster Taylor, and Carlisle discussed Will Warren Buffett Take OXY Private?. Here’s an excerpt from the episode: Tob…
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…- Rich Pzena: Why Value Investing Continues To WorkIn his Q1 2022 Earnings Call, Rich Pzena explained why value investing continues to work. Here’s an excerpt from the call: I’ve been saying the same thing about value investing …
- Joel Greenblatt: When It Makes Sense To Bet 40% Of Your Portfolio On One StockEarlier this year on The Investor’s Podcast, Joel Greenblatt discusses when it makes sense to bet 40% of your portfolio on one stock. Here’s an excerpt from the interview: Well,…
- The Biggest Hurdles To Clean EnergyIn their latest episode of the VALUE: After Hours Podcast, Brewster Taylor, and Carlisle discussed The Biggest Hurdles To Clean Energy. 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…
Bill Smead: Beware The Two-Headed Investment MonsterIn his latest newsletter titled – Two-Headed Investment Monster, Bill Smead discusses the two headed investment monster. Here’s an excerpt from the newsletter: We are very excit…
Ray Dalio: Weigh The Value Of Seeking Additional Information Against The Cost Of Postponing A DecisionIn his book Principles, Ray Dalio discusses prioritizing investing decisions by weighing the value of seeking additional information against the cost of postponing a decision. H…- Musk Can’t Just Walk Away From TwitterIn their latest episode of the VALUE: After Hours Podcast, Brewster Taylor, and Carlisle discussed Musk Can’t Just Walk Away From Twitter. Here’s an excerpt from the episode: To…
- Sam Zell: The Secret To A Long & Successful Investing CareerIn his recent interview with David Rubenstein, Sam Zell disclosed his secret to a long and successful investing career. Here’s an excerpt from the interview: I can’t answer that…
- Mohnish Pabrai: Focusing On Multi-Baggers Is The Best Investing StrategyIn his recent interview with Narsee Monjee, Mohnish Pabrai explains why focusing on multi-baggers is the best investing strategy. Here’s an excerpt from the interview: I’ve come…
Charles Munger – Top 10 Holdings – Q2 2022One 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 E025): Musk over with $TWTR, Oil and Power, Buffett Buys More $OXYIn their latest episode of the VALUE: After Hours Podcast, Bill Brewster Jake Taylor, and Tobias Carlisle discuss: Musk Can’t Just Walk Away From Twitter Some Crazy Stats On The…
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 10 of the biggest names currently clo…
Is Alphabet Inc (GOOGL) A Great Value Stock? @YchartsBased on the improved performance metrics which we recently added to our stock screens, Alphabet Inc (GOOGL) could be a great value stock: Alphabet Inc is a holding company, wit…
Stock In Focus – TAM Stock Screener – Vista Outdoor Inc (VSTO)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 (7/15/2022)This week’s best investing news: Corporate Battles & Business Tycoons (Jamie Catherwood) The Anxious Investor (Verdad) Falling Like a Brick (Humble Dollar) Bill Ackman Presentat…