Blog
Page 246
- John Huber: When To Sell A StockIn his recent interview on The Investor’s Podcast, John Huber discusses when to sell stock. Here’s an excerpt from the interview: Huber: I think the reality of running a fixed p…
- Dan Loeb: Investors Must Adapt Their Models And Frameworks Quickly As Market Conditions ShiftIn his latest Q1 2022 Letter, Dan Loeb explains why investors must adapt their models and frameworks quickly as market conditions shift. Here’s an excerpt from the letter: The 1…
VALUE: After Hours (S04 E017): Warren Buffett and Charlie Munger’s Berkshire Hathaway Meeting in OmahaIn their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Key Takeaways From The Berkshire Meeting Charles Munger: Best…
Stock In Focus – TAM Stock Screener – Tilly’s Inc (NYSE: TLYS)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…
Ted Weschler: Why I Initially Rejected The Offer To Work At BerkshireIn this rare interview on the I Am Home Podcast, Ted Weschler discusses the time he initially rejected Warren Buffett’s offer to work at Berkshire. Here’s an excerpt from the in…
This Week’s Best Value Investing News, Podcasts, Interviews (5/6/2022)This week’s best investing news: Full recording of Berkshire Hathaway 2022 annual meeting (CNBC) EM Crisis Investing, a Deep(er) Dive (Verdad) Why Am I Reading This Now? 05.02.2…
Fragility EverywhereIn their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Tobias Carlisle discussed Fragility Everywhere. Here’s an excerpt from the episode: Tobias: “How…
Is Meta Platforms Inc (NASDAQ: FB) A Great Value Stock?Based on the improved performance metrics, which we recently added to our stock screens, Meta Platforms Inc (NASDAQ: FB) could be a great value stock: Meta is the world’s larges…
This Acquirers Multiple Stock Appearing In Grantham, Marks, Simons 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…- Tom Russo: Warren Buffett’s #1 StrengthIn his recent interview with Yahoo Finance, Tom Russo discussed Warren Buffett’s number one strength. Here’s an excerpt from the interview: Russo: It’s been amazing. Ever since …
- Tom Gayner: The Similarities Between Markel & BerkshireIn his recent interview with GabelliTV, Tom Gayner discussed the similarities between Markel and Berkshire. Here’s an excerpt from the interview: Gayner: Tactically, just to cla…
- Tesla On Path To Dominate S&P 500 By 2030In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Tobias Carlisle discussed Tesla On Path To Dominate S&P 500 By 2030. Here’s an excerpt from the …
Jeremy Grantham: The Trouble With Capitalism – The Devil & The FarmerIn his recent Oxford Lecture, Jeremy Grantham illustrates the trouble with capitalism using his story of the devil and the farmer. Here’s an excerpt from the lecture: Grantham: …
Jeffrey Gundlach: Growth Has Stopped Outperforming, The Tailwind Is For ValueIn his recent Macro Overview Presentation, Jeffrey Gundlach says growth has stopped outperforming, the tailwind is for value. Here’s an excerpt from the overview: Gundlach: Grow…
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…- Bubbles Are RationalIn their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Tobias Carlisle discussed Bubbles Are Rational. Here’s an excerpt from the episode: Bill: My bud…
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…- Howard Marks: Proof That Risk Is Counter-IntuitiveIn his recent presentation at The Wharton School, Howard Marks provides some great examples of proof that risk is counter-intuitve. Here’s an excerpt from the presentation: Mark…