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Monte Carlo Simulation Humbles InvestorsIn their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Tobias Carlisle discussed Monte Carlo Simulation Humbles Investors. Here’s an excerpt from the e…- Tweedy Browne: Value Stocks Will Continue To Outperform GrowthIn their latest Q2 2022 Letter, Tweedy Browne explain why value stocks will continue to outperform growth. Here’s an excerpt from the letter: Macroeconomic issues, including the…
- Aswath Damodaran: Investors Should Hang Out With People Who Don’t Think Like ThemIn his latest interview on The Investor’s Podcast, Aswath Damodaran recommends investors hang out with people who don’t think like them. Here’s an excerpt from the interview: Da…
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…- Value Spread Wider Than EverIn their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Value Spread Wider Than Ever. Here’s an excerpt from the episode: Tobias: So …
David Einhorn Top 10 Holdings – Latest 13F, Buys TSLA (PUT), GPN, CPRI, VSCO, KDOne 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…- Jim Chanos: The Greatest Defense Attorney And The Harshest Prosecutor Of Any Company Is Its Stock Price!In his recent interview with RiskReversal Media, Jim Chanos explains why the greatest defense attorney and the harshest prosecutor of any company is its stock price! Here’s an e…
- Mohnish Pabrai: You Only Need A Minority Of Investments To Get You To The Promised LandIn his latest interview with The Investor’s Podcast, Mohnish Pabrai explains why you only need a minority of investments to get you to the promised land. Here’s an excerpt from …
- VALUE: After Hours (S04 E016): Value Undervalued, Ten-Year Treasury Vertical and Antagonistic PleiotropyIn their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Value Undervalued ‘New Technology’ And Its Diminishing Law of…
Stock In Focus – TAM Stock Screener – Himax Technologies, Inc. (NASDAQ: HIMX)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…- Bill Ackman: Act Quickly When You Discover New Information About Your Original ThesisIn his latest Pershing Square shareholder letter, Bill Ackman explains why you should act quickly when you discover new information about your original investment thesis. Here’s…
- This Week’s Best Value Investing News, Podcasts, Interviews (4/22/2022)This week’s best investing news: Robber Barons, Hostile Takeovers & Insider Trading (Jamie Catherwood) Confidence (Verdad) Aswath Damodaran – The Problem With Old Time Value Inv…
Positing The Next 10 Years In MarketsIn their recent episode of the VALUE: After Hours Podcast, Jake Taylor and Tobias Carlisle discuss Positing The Next 10 Years In Markets. Here’s an excerpt from the episode: Tob…- Jeffrey Gundlach: Investors Should Move To A ‘Radical’ 25/25/25/25 PortfolioIn his recent interview with CNBC’s “Squawk on the Street”, Jeffrey Gundlach recommends investors move to a radical 25/25/25/25 portfolio. Here’s an excerpt from the interview: …
- Pzena: Fundamentals Support The Case For An Enduring Value CycleIn their latest Q1 2022 Market Commentary, Pzena Investment Management explain why fundamentals support the case for an enduring value cycle. Here’s an excerpt from the commenta…
Is Micron Technology, Inc. (NASDAQ: MU) A Great Value Stock?Based on the improved performance metrics, which we recently added to our stock screens, Micron Technology, Inc. (NASDAQ: MU) may be a great value stock: Micron historically foc…
This Acquirers Multiple Stock Appearing In Buffett, 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…- How Warren Buffett Negotiates A DealIn their recent episode of the VALUE: After Hours Podcast, Jake Taylor and Tobias Carlisle discuss How Warren Buffett Negotiates A Deal. Here’s an excerpt from the episode: Tobi…