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VALUE: After Hours (S04 E012): Buffett and $Y, and $OXY; Oil, Nickel, Wheat and Commodities Go NutsIn this episode of the VALUE: After Hours Podcast, Kyla Scanlon, Bill Brewster, and Tobias Carlisle chat about: Value Investing In The Commodity Space What’s Causing The Wheat C…
Stock In Focus – TAM Stock Screener – Innoviva Inc (NASDAQ: INVA)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…
Eric Schoenstein: Your Margin of Safety Should Be Different For Every CompanyIn his recent interview on the Morningstar Long View Podcast, Jensen’s Managing Director Eric Schoenstein explains why your margin of safety should be different for every compan…
This Week’s Best Value Investing News, Podcasts, Interviews (3/25/2022)This week’s best investing news: Howard Marks Memo – The Pendulum in International Affairs (OakTree) A Brief History of Economic Warfare (Jamie Catherwood) The Loan Engine (Verd…
The Importance Of Surrendering In InvestingIn their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss The Importance Of Surrendering In Investing. Here’s an excerpt from the episode…
This Acquirers Multiple Stock Appearing In Klarman, Watsa, Pabrai 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…- Howard Marks: The Pendulum Has Swung From Globalization To OnshoringIn his latest memo titled – The Pendulum in International Affairs, Howard Marks’s connects two seemingly unrelated trends – Europe’s energy dependence and U.S. offshoring – to e…
- Jake Taylor: Return On Investing Capital Is Like WeightliftingIn his recent interview on the Infinite Loops Podcast, Jake Taylor explains why return on investing capital is like weightlifting. Here’s an excerpt from the interview: But to g…
Here’s Why Alphabet Inc Class A (NASDAQ: GOOGL) 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: Alphabet Inc Class A (NASDAQ: GOOGL) Alphabe…- This Acquirers Multiple Stock Appearing In Simons, Dalio, 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…
- Warren Buffett’s UnBuffett-Like TradesIn their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Warren Buffett’s UnBuffett-Like Trades. Here’s an excerpt from the episode: Bil…
- Prem Watsa: Why We Invest In Founder-Led CompaniesIn his latest Q4 2021 Earnings Call, Prem Watsa explains his preference for investing in founder-led companies. Here’s an excerpt from the call: Prem Watsa No. No. The — good qu…
- Bill Miller: Rotation To Value Has BegunIn his latest 2022 Market Perspective, Bill Miller says the rotation to value has begun. Here’s an excerpt from the perspective: Where does all that leave us? Even after last we…
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…- Is Charles Munger The Greatest ‘Passive’ Investor Of All Time?In their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Is Charles Munger The Greatest ‘Passive’ Investor Of All Time? Here’s an excerp…
- Jim Chanos: Investors Are Being Mislead By ‘Legal Fraud’In his latest interview on LiveWire, Jim Chanos discusses the ‘legal fraud’ that is undertaken by companies to mislead investors. Here’s an excerpt from the interview: So I teac…
- Terry Smith: Buffett’s Simple Rule Of Thumb For BuyingIn his latest Fundsmith Annual Meeting 2022, Terry Smith discusses Buffett’s simple rule of thumb for buying. Here’s an excerpt from the meeting: There’s a rule of thumb, which …
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…