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Stock In Focus – TAM Stock Screener – Perdoceo Education Corp (NASDAQ: PRDO)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…
Francis Chou: Ignore The NarrativesIn his latest 2021 Annual Report, Francis Chou warns investors to ignore the narratives. Here’s an excerpt from the letter: When the stock is that cheap, assuming that you don’t…- This Week’s Best Value Investing News, Podcasts, Interviews (4/1/2022)This week’s best investing news: Drivers of Deep Value: International Evidence (Verdad) Charlie Munger Steps Back as Daily Journal Chairman and Donates His Stock (Yahoo) Histori…
50% Moves In Chinese StocksIn their latest episode of the VALUE: After Hours Podcast, Scanlon, Brewster, and Carlisle discuss 50% Moves In Chinese Stocks. Here’s an excerpt from the episode: Tobias: Speak…- Rob Vinall: Don’t Be In A Hurry To Sell Winners When They Become OvervaluedIn his recent Q&A session, Rob Vinall of RV Capital discusses his sell strategy and mistakes he’s made in selling winners when they become overvalued. Here’s an excerpt from the…
- Bill Ackman: Pershing Square 3.0 – A ‘Quieter’ Approach To InvestingIn his latest 2021 Annual Letter, Bill Ackman discusses his ‘quieter’ approach to investing – Pershing Square 3.0. Here’s an excerpt from the letter: When we consider our histor…
- Xiang Guangda’s Wrong-Way Bet on Nickel Futures Broke The ExchangeIn their latest episode of the VALUE: After Hours Podcast, Scanlon, Brewster, and Carlisle discuss Xiang Guangda’s Wrong-Way Bet on Nickel Futures Broke The Exchange. Here’s an …
- Matt Sweeney: Using “Good Co / Bad Co” To Find Great InvestmentsIn his recent interview with Sunday’s Idea Brunch, Matt Sweeney of Laughing Water Capital explained how investors can find great investments using a “good co / bad co” strategy …
- Joel Greenblatt: How To Think About Concentration In PortfoliosIn his latest interview on the Richer, Wiser, Happier Podcast, Joel Greenblatt explains how to think about concentration in portfolios. Here’s an excerpt from the interview: I d…
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…- Surging Wheat Prices & Fertilizer ShortagesIn their latest episode of the VALUE: After Hours Podcast, Scanlon, Brewster, and Carlisle discuss Surging Wheat Prices & Fertilizer Shortages. Here’s an excerpt from the episod…
- John Huber: The Simplest Way To Maximize Investment PerformanceIn his latest article titled – Sources of Enduring Business Success, John Huber discusses the simplest way to maximize investment performance. Here’s an excerpt from the article…
- John Hussman: What Is The Right Discount Rate?In his latest article titled – Quit While You’re Ahead, John Hussman discusses what is the right discount rate. Here’s an excerpt from the article: One of the most overlooked an…
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 Investing In The Commodity SpaceIn their latest episode of the VALUE: After Hours Podcast, Scanlon, Brewster, and Carlisle discuss Value Investing In The Commodity Space. Here’s an excerpt from the episode: Bi…
- Leon Cooperman: My Big Mistake Was Not Buying BerkshireIn his recent interview on the PBD Podcast, Leon Cooperman discusses his big mistake was not buying Berkshire stock. Here’s an excerpt from the interview: My hero in life was He…
- N N Taleb: The Link Between Misinformation & Fooled By RandomnessIn his latest presentation, N N Taleb discusses the link between misinformation and fooled by randomness. Here’s an excerpt from the presentation: Taleb: I’m gonna talk about di…
Bill Ackman Top 10 Holdings – Q4 2021, Buys CPOne 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…