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Chamath Palihapitiya’s 4 Major SPAC Deals Performance Last 12 Months @ychartsAs part of a new weekly feature here at the Acquirer’s Multiple we’ll be providing some of our favorite charts of the week from @ycharts. This week we take a look at Chamath Pal…
Cathie Wood Says AI Could Lead To 50% GDP GrowthIn their recent episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discussed Cathie Wood Says AI Could Lead To 50% GDP Growth. Here’s an excerpt from the ep…- Aswath Damodaran: Broken Business Models In Tech Companies Weren’t Apparent During Good TimesIn his recent interview on CNBC, Aswath Damodaran discussed some of the broken business models in tech companies which were not apparent during the good times. In order to fix t…
Cliff Asness: A Value Bet Is Not Tech vs The WorldIn his latest article titled – Value Investing Is Not All About Tech, Cliff Asness explains why his value bet is not tech vs the world. Here’s an excerpt from the article: In ot…
Terry Smith Top 10 Holdings – Q1 2022, BUYS ADBE, MTD, SABR, CGNX, WINGOne 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 E019): NYSE Opening Bell, The Iron Worm, Retail Apocalypse, Crash or Megabear?In their latest episode of the VALUE: After Hours Podcast, Bill Brewster Jake Taylor, and Tobias Carlisle discuss: Cathie Wood: AI Could Lead To 50% GDP growth Crash or Megabear…
What A Difference 12 Months Makes @ychartsIn the past twelve months, one sector has underperformed all others, and that is Communication Services, down 25.13%. Within that sector one group of companies has significantly…
Stock In Focus – TAM Stock Screener – BlueLinx Holdings Inc (BXC)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 (5/27/2022)This week’s best investing news: Howard Marks Memo – Bull Market Rhymes (Oaktree) Perpetual Motion Machines, Finance & Fraud (Jamie Catherwood) Growth Stocks: Have They Bottomed…
Howard Marks: Investing Lessons Learned From The Market Trends In 2020-21In his latest memo titled – Bull Market Rhymes, Howard Marks discusses investing lessons learned from the market trends in 2020-21. Here’s an excerpt from the memo: As always fo…
Investing Implications Of DopamineIn their recent episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discussed Investing Implications Of Dopamine. Here’s an excerpt from the episode: Jake: A…
Is Verizon Communications Inc (VZ) A Great Value Stock?Based 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 wir…- Bill Nygren: Investors Get Excited At Precisely The Wrong TimeIn his recent interview with CNBC, Bill Nygren explains why investors get excited at precisely the wrong time. Here’s an excerpt from the interview: Nygren: Yes the market is co…
Bill Ackman: Here’s Why There’s No Buyers For StocksBill Ackman recently tweeted a thread explaining why there’s no buyers for stocks. Here’s an excerpt from the thread: Ackman: Inflation is out of control. Inflation expectations…
This Acquirers Multiple Stock Appearing In Klarman, Lu, Pabrai 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…- It’s No Sin To Buy Something And Sell It LowerIn their recent episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discussed It’s No Sin To Buy Something And Sell It Lower. Here’s an excerpt from the epis…
- Ray Dalio: Here’s Why Everything Can’t Continue To Go UpIn his recent interview with CNBC, Ray Dalio explained why everything can’t continue to go up. Here’s an excerpt from the interview: Dalio: We’re in a paradigm shift I think. A …
- Jeremy Grantham: Sure Signs That This Market Breakdown Is The Real McCoyIn his recent interview with Bridgewater Associates, Jeremy Grantham discusses the sure signs that this market breakdown is the real McCoy. Here’s an excerpt from the interview:…