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Joel Greenblatt – Top 10 Holdings – Q1 2022 – New Buys SPY, IEMG, ITOS, QCOM, UOne 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 E024): Is The Value Run Over?; Ed Thorp on Markets and Life; Buffett Buys More $OXYIn their latest episode of the VALUE: After Hours Podcast, Bill Brewster Jake Taylor, and Tobias Carlisle discuss: Why Warren Buffett Is Buying More $OXY Is The Value Run Over? …
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…
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…
This Week’s Best Value Investing News, Podcasts, Interviews (7/1/2022)This week’s best investing news: Short-term momentum and reversals (Verdad) Howard Marks, Talks At Goldman Sachs (GS) Fear Is Missing From This Bear Market (Validea) Wealth vs. …
A Number Of Acquirer’s Multiple Deep Value Stocks Trading CheapIn their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed A Number Of Acquirer’s Multiple Deep Value Stocks Trading Cheap. Here’s an ex…- Howard Marks: Successful Investors Have To Take On Uncomfortably Idiosyncratic PositionsIn his recent interview with Talks At GS, Howard Marks explains why successful investors have to take on uncomfortably idiosyncratic positions. Here’s an excerpt from the interv…
Is Procter & Gamble Co (PG) A Great Value Stock?Based on the improved performance metrics which we recently added to our stock screens, Procter & Gamble Co (PG) could be a great value stock. Since its founding in 1837, Procte…
This Acquirers Multiple Stock Appearing In Dalio, Simons, Greenblatt 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…- Stanley Druckenmiller: Do Not Invest In The PresentIn his recent interview with the Sohn Conference Foundation, Stanley Druckenmiller explained why you do not invest in the present. Here’s an excerpt from the interview: Druckenm…
- Mohnish Pabrai: How To Tell Which Businesses Will Do Well In An Inflationary EnvironmentIn his recent interview with CNBC, Mohnish Pabrai explained how to tell which businesses will do well in an inflationary environment. Here’s an excerpt from the interview: Pabra…
- Buffett Understood See’s Competitive AdvantageIn their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Buffett Understood See’s Competitive Advantage. Here’s an excerpt from the ep…
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…- Tweedy Browne: How To Combine Insider Buying With Cheap Valuations To Find OpportunitiesIn their recent interview with The Market, Thomas Shrager and Robert Wyckoff of Tweedy Browne explain how they combine insider buying with cheap valuations to identify opportuni…
- Ray Dalio: How To Invest During Periods Of VolatilityIn his recent interview with The Hustle Daily Show, Ray Dalio discussed how to invest during periods of volatility. Here’s an excerpt from the interview: Host: How do you genera…
- Record Number Of Net-Nets Since 1999In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Record Number Of Net-Nets Since 1999. Here’s an excerpt from the episode: Tob…
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…
Brandes: The Tailwind For Value Investors ContinuesIn their recent article titled, Is the Value Run Over? – When “All Else Equal” Is Rarely True, the team at Brandes explain why the tailwind for value investors continues. Here’s…