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Investors Should Beware When Cloning 13F’sIn their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Investors Should Beware When Cloning 13F’s. Here’s an excerpt from the episod…
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…- Christopher Davis: We’re Getting A Value Investors’ Dream Of Investment OpportunitiesIn his recent interview with Barron’s, Christopher Davis explained why he’s getting a value investors’ dream of investment opportunities. Here’s an excerpt from the interview: D…
- Leon Cooperman: Investor Mindsets Changing To A Get-Me-Out PhilosophyIn his recent interview with CNBC, Leon Cooperman explained why investor mindsets will start to change to a get-me-out philosophy. Here’s an excerpt from the interview: Cooperma…
- You Just Can’t Overpay For Quality!In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed You Just Can’t Overpay For Quality! Here’s an excerpt from the episode: Jake:…
Crypto Getting Crushed! @ycharts2022 has been an extraordinary year for cryptocurrencies, with the Bitcoin price dropping from $47,299 on January 1st 2022 to $22,162 today. Here’s what the carnage looks like: …- Mohnish Pabrai: One Of The Most Valuable Investing Lessons I Learned For Charlie MungerIn his recent interview on the Richer Wiser, Happier, Podcast, Mohnish Pabrai discussed one of the more important investing lessons he learned from Charlie Munger. Here’s an exc…
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…- David Einhorn: What A Decade Of Structural Under-Investment Means For InvestorsIn his recent interview with the Sohn Conference Foundation, David Einhorn discussed what a decade of structural under-investment means for investors. Here’s an excerpt from the…
- The Best Investing Strategy Going ForwardIn their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed The Best Investing Strategy Going Forward. Here’s an excerpt from the episode…
- Howard Marks: The Most Likely Result Will Be A RecessionIn his interview earlier this year with Nikkei Money, Howard Marks explained why the most likely result will be a recession. Here’s an excerpt from the interview: Marks: The eas…
- Stanley Druckenmiller: Investors Should Be Open-Minded To Possibility Of Something Really BadIn his recent interview with the Sohn Conference Foundation, Stanley Druckenmiller recommended investors be open-minded to the possibility of something really bad happening. Her…
Bill Ackman 10 Holdings – Q1 2022 – New Buys NFLX, CPOne 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 E021): Chesterton’s Fence; When Quality Fails; Inflation, Data and PredictionsIn their latest episode of the VALUE: After Hours Podcast, Bill Brewster Jake Taylor, and Tobias Carlisle discuss: Use Randomization For Better Returns Continually Adapt Your St…
Finding Nuggets In The Most Underperforming PlacesIf you’ve been watching the stock market closely over the past 12 months you’ll know that the worst performing sector is Communication Services, which is down 28.86%. However, a…
What A Difference 12 Months Makes @ychartsOne of the best performing sectors over the past twelve months has been the Healthcare Sector, up 3.4%. Within the Heathcare Sector a number of stocks have outperformed but this…
Stock In Focus – TAM Stock Screener – Rent-A-Center Inc (RCII)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 (6/10/2022)This week’s best investing news: Lessons for Crypto from The Gilded Age (Jamie Catherwood) Where the Money Is (Verdad) The Federal Reserve, explained simply. (Havenstein) ARKK S…