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What’s Making It So Hard To Get Inflation Under Control?In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed What’s Making It So Hard To Get Inflation Under Control?. Here’s a excerpt fr…
This Acquirers Multiple Stock Appearing In Dalio, Simons, Asness 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…
Miller Value: Longer Term Returns Are Historically Strong Following A 20% DrawdownIn their recent article titled Plea(sing) For The Long Term, Miller Value illustrate why longer term returns are historically strong following a 20% drawdown. Here’s an excerpt …- Jeremy Grantham: We Are Going To Have A Very Big Reversal From Growth To ValueIn his recent interview on the Capital Allocators Podcast, Jeremy Grantham explains why we are going to have a very big reversal from growth stocks to value stocks. Here’s an ex…
- Real Estate Follows The Stock Market With 12 Month DelayIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Real Estate Follows The Stock Market With 12 Month Delay. Here’s a excerpt fr…
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…- Michael Mauboussin: The Best Time To Invest After A 20% Market DrawdownIn his recent interview on the Capital Allocators Podcast, Michael Mauboussin discussed the best time to invest after a 20% market drawdown. Here’s an excerpt from the interview…
Charles Munger: Inflation, Like The Weather, Should Be Largely IgnoredDuring his recent interview with AFR following his personal investment in Australian company Stonehouse Corporation, Charles Munger explains why inflation, like the weather, sho…- Ed Thorp Uncovered Madoff’s FraudIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Ed Thorp Uncovered Madoff’s Fraud. Here’s a excerpt from the episode: Jake: T…
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…
Wally Weitz: For Great Investors Certainty Is Not RequiredIn his latest article titled – Certain Uncertainty, Wally Weitz explains why great investors don’t require certainty in markets. Here’s an excerpt from the article: What we have…- Leon Cooperman: Equities Are The Best House In The Neighborhood, But I Don’t Like The Neighborhood!In his latest interview with Bloomberg, Leon Cooperman explained why equities are the best house in the neighborhood, but he doesn’t like the neighborhood. Here’s an excerpt fro…
- 80% Of The Stock Market Is Now On AutopilotIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed 80% Of The Stock Market Is Now On Autopilot. Here’s a excerpt from the episod…
Stanley Druckenmiller – Top 10 Holdings – Q1 2022 – New Buys – SPY (PUT), TECK, MSFT, CVX, CTRAOne 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…- Bill Nygren: Now Is The Time To Take Advantage Of Increased Volatility & Market DeclinesIn his latest Q2 2022 Market Commentary, Bill Nygren explains why now is the time for investors to take advantage of increased volatility and market declines. Here’s an excerpt …
- Terry Smith: TINA — There Is No AlternativeIn his latest 2022 Semi Annual Letter, Terry Smith discusses TINA — There Is No Alternative. Here’s an excerpt from the letter. In inflationary periods, an acronym which is some…
- Is This Market Rhyming With 1973-1981?In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Is This Market Rhyming With 1973-1981?. Here’s a excerpt from the episode: Ja…
Another 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…