Blog
Page 251
Telsa Trading SardinesIn their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Tesla Trading Sardines. Here’s an excerpt from the episode: Tobias: Yeah, that …
Here’s Why Philip Morris International Inc. (NYSE: PM) May Be A Value StockBased on the improved performance metrics, which we recently added to our stock screens, the following company may be a value stock: Philip Morris International Inc. (NYSE: PM) …- Josh Wolfe: Investors Should Be Wary Of False OptimismIn his latest discussion with Danny Crichton on the Securities Podcast, Josh Wolfe discusses the difference between complacent optimism and conditional optimism, as it relates t…
- Howard Marks: U.S Onshoring Investment OpportunitiesIn his latest interview on the Wharton School Podcast, Howard Marks discussed U.S investment opportunities if the trend moves from globalization to dependable onshoring, as he b…
This Acquirers Multiple Stock Appearing In Simons, Greenblatt, Dalio 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…
Investing Is All A Mental GameIn their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Investing Is All A Mental Game. Here’s an excerpt from the episode: Tobias: I t…- Aswath Damodaran: Sticking To Your Investment Philosophy Means Leaving Money On The TableIn his latest interview with Micha.Stocks, Aswath Damodaran explains why sometimes sticking to your investment philosophy means leaving money on the table. Here’s an excerpt fro…
- Chuck Akre: How To Calculate The ‘Real’ Rate of Return?In his latest interview with The Value Investing Channel, Chuck Akre explains how to calculate the ‘real’ rate of return. Here’s an excerpt from the interview: So when I say wha…
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…
Should We All Just Invest In SPY?In their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Should We All Just Invest In SPY? Here’s an excerpt from the episode: Bill: I d…- Bill Gross: Blackjack Taught Me About Risk ManagementIn his recent interview on Masters In Business, Bill Gross discusses how blackjack taught him about risk management. Here’s an excerpt from the interview: RITHOLTZ: Interesting.…
- Kenneth French – Chance Dominates Realized ReturnsIn his recent essay titled – Five Things I Know about Investing, Kenneth French explains why chance dominates realized returns. Here’s an excerpt from the essay: Perhaps because…
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…
Central Bank Still Pretending There’s No InflationIn their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Central Bank Still Pretending There’s No Inflation. Here’s an excerpt from the …- Jim Chanos: Short Sellers Are The Financial Detectives Of Financial MarketsIn his latest interview with Really American, Jim Chanos says short sellers are the financial detectives of financial markets. Here’s an excerpt from the interview: There’s one …
- Joel Greenblatt: Investing Is About Living To Play Another DayIn his recent interview on the Richer, Wiser, Happier Podcast, Joel Greenblatt explains why investing is about living to play another day. Here’s an excerpt from the interview: …
Stanley Druckenmiller Top 10 Holdings – Q4 2021, Buys CPNG, CVX, CVNA, MSFT, SNAPOne 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 E013): Graham’s Take on Book Value, 10-2 Treasury Inversion, and InfinityIn this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Graham’s Take on Book Value 10-2 Treasury Inversion Beyond Infinit…