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- Arnold Van Den Berg: Everyone’s A Financial Genius In A Rising MarketIn his recent interview on the Richer, Wiser, Happier Podcast, Arnold Van Den Berg discussions some of the lessons he learned from Ben Graham that are still very valuable today.…
- Jeremy Grantham: The First Sign That A Bubble Is About To PopIn his recent interview with CNBC, Jeremy Grantham discusses the first sign that a bubble is about to pop. Here’s an excerpt from the interview: Grantham: I only specialize in w…
During Drawdowns – Add A New Position Or Buy More Of What You Have?In their recent episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discussed During Drawdowns – Add A New Position Or Buy More Of What You Have?. Here’s an …
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…- Ray Dalio: Investors Should Have ‘Good Times’ & ‘Bad Times’ PortfoliosIn his recent interview with Jordan Harbinger, Ray Dalio explains why investors should have two portfolios, one for the good times, and one for the bad times. Here’s an excerpt …
- Howard Marks: You Only Find Out Who The Good Investors Are During Bad TimesIn his recent presentation to the Wharton School, Howard Marks explains why you only find out who the good investors are during bad times. Here’s an excerpt from the presentatio…
- Don’t Break Your Own Investing RulesIn their recent episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discussed Don’t Break Your Own Investing Rules. Here’s an excerpt from the episode: Ian: …
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…
Miller Value: How To Exploit Short-Term VolatilityIn their latest Q1 2022 Letter titled, Exploiting Volatility to Outmaneuver the Market, Miller Value explain how to exploit short-term volatility. Here’s an excerpt from the art…- Francis Chou: The Difference Between Having Conviction & Being RecklessIn his latest presentation to the Ivey Value Investing Classes, Francis Chou discusses his value investing strategy and the difference between having conviction and being reckle…
Michael Burry Top 10 Holdings – Q1 2022, Buys AAPL, BKNG, DISCK, GOOGL, CIOne 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…- The Market Loves To Destroy HubrisIn their recent episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discussed The Market Loves To Destroy Hubris. Here’s an excerpt from the episode: Ian: I …
- Michael Mauboussin: Warren Buffett Says – When You Find Yourself In A Hole, The First Thing You Do Is Stop DiggingIn his recent interview with WHG Clube do Livro, Michael Mauboussin discussed one example of how companies destroy wealth. Here’s an excerpt from the interview: Mauboussin: The …
- Jeffrey Gundlach: Why A Recession Is Likely In 2023In his recent interview with Fox Business, Jeffrey Gundlach explained why a recession is likely in 2023. Here’s an excerpt from the interview: Gundlach: We’re starting to see th…
Seth Klarman Top 10 Holdings – Q1 2022, Buys ENC, FISV, GOOG, DBX, GTNOne 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 E018): Warren Buffett v Cathie Wood, Small Cap Value and Growth, DopamineIn their latest episode of the VALUE: After Hours Podcast, Ian Cassel, Jake Taylor, and Tobias Carlisle discuss: The Market Loves To Destroy Hubris Warren Buffett vs Cathie Wood…
What A Difference 12 Months Makes @ychartsHere’s a list of some of the most popular names just 12 months ago. What a difference 12 months makes. Peloton Interactive Inc (PTON) – Down 83.35% Zoom Video Communications Inc…
Stock In Focus – TAM Stock Screener – Eagle Bulk Shipping Inc (EGLE)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…