Blog
Page 243
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…
You Should Expect To Be Down 50% At Some StageIn their recent episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discussed You Should Expect To Be Down 50% At Some Stage. Here’s an excerpt from the epis…
John Neff: Why Most Investors Will Never Hold CompoundersIn his recent article titled – Why Compounding is so Difficult, John Neff explains why most investors will never hold compounders. Here’s an excerpt from the article: How many b…- Bill Miller: If You Can’t Buy When Prices Are Falling You Can’t Buy At AllIn his recent interview on the Richer, Wiser, Happier Podcast, Bill Miller explains why if you can’t buy when prices are falling you can’t buy at all. Here’s an excerpt from the…
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…- Don’t Hold Cash Waiting For The ‘Right Time’In their recent episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discussed Don’t Hold Cash Waiting For The ‘Right Time’. Here’s an excerpt from the episod…
GMO: Protecting Your Portfolio from Inflation After the FactIn their recent Q1 2022 Letter, GMO discusses one way to protect your portfolio from inflation after the fact. Here’s an excerpt from the letter: The long-term supply/demand dyn…- Ken Griffin: Why Value Stocks Will Outperform GrowthIn his recent interview on Bloomberg, Ken Griffin explains why value stocks will outperform growth. Here’s an excerpt from the interview: Griffin: For our entire adult lives we’…
Howard Marks Top 10 Holdings – Q1 2022, Buys SBLK, CBL, VALE, ITUB, PBROne 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…- Avoid Social Media When There’s Panic In MarketsIn their recent episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discussed Avoiding Social Media When There’s Panic In Markets. Here’s an excerpt from the…
What A Difference 12 Months Makes @ychartsIn the past twelve months, one sector has outperformed all others, and that is Energy. Here’s a list of some of the top performing stocks in the Energy sector. What a difference…
What Does Warren Buffett See In His 8 New Positions (Q1 2022)? @ychartsAccording to his latest 13F for Q1 2022, Warren Buffett added 8 new positions. This week we look at how these new positions have performed over the last 12 months. SYM ISSUER NA…
Stock In Focus – TAM Stock Screener – PROG Holdings Inc (PRG)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…
Constellation Software (CSU.TO) vs Berkshire Hathaway (BRK.A) – Head To Head @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’ll take a look at Constell…
This Week’s Best Value Investing News, Podcasts, Interviews (5/20/2022)This week’s best investing news: Crisis Investing in Europe (Verdad) Investing’s Four Horsemen (Validea) Trying Too Hard (Collaborative Value) The MacGuffin, Part 1 (Epsilon The…- Warren Buffett vs Cathie WoodIn their recent episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discussed Warren Buffett vs Cathie Wood. Here’s an excerpt from the episode: Jake: Becaus…
Is Pfizer Inc (PFE) A Great Value Stock?Based on the improved performance metrics, which we recently added to our stock screens, Pfizer Inc (PFE) could be a great value stock: Pfizer is one of the world’s largest phar…
This Acquirers Multiple Stock Appearing In Simons, Grantham, 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…