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This Is The Toughest Macro Environment EverIn their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss This Is The Toughest Macro Environment Ever. Here’s an excerpt from the episode…- Ian Cassel: MicroCaps – The Small Investors PlaygroundIn his recent interview on The Investors Podcast, Ian Cassel explains why microcaps are the small investors playground. Here’s an excerpt from the interview: So there’s this adv…
Michael Mauboussin: How Feedback Can Improve Your Investment ProcessIn his latest paper titled Feedback- Information as a Basis for Improvement, Michael Mauboussin explains how feedback can improve your investment process. Here’s an excerpt from…
Jeremy Grantham Top 10 Holdings – Q4 2021, Buys TSM, LRCX, V, CONE, DAROne 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 E011): AAII Bulls vs Bears vs Fear/Greed, Stagflation, The Surrender ExperimentIn this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: This Is The Toughest Macro Environment Ever Charles Munger – Passi…
- Morgan Housel: “Don’t Do Anything” Are The Most Powerful Words In FinanceIn his book The Psychology of Money, Morgan Housel explains why “Don’t Do Anything” are the most powerful works in finance. Here’s an excerpt from the book: If your sink breaks,…
Stock In Focus – TAM Stock Screener – MarineMax Inc (NYSE: HZO)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…- This Week’s Best Value Investing News, Podcasts, Interviews (3/18/2022)This week’s best investing news: A History: War, Oil Prices, Inflation & Trade (Jamie Catherwood) Crypto’s Confusing New Landscape (Verdad) The Roundup: Top Takeaways From Oaktr…
Being Inside A Nuclear Blast RadiusIn their latest episode of the VALUE: After Hours Podcast, Taylor, Hoffstein, and Carlisle discuss Being Inside A Nuclear Blast Radius. Here’s an excerpt from the episode: Jake:…- Stanley Druckenmiller: Investing Across Multiple Asset Classes Means There’s Always An Opportunity SomewhereIn his recent interview with Talks at GS, Stanley Druckenmiller explains why investing across multiple asset classes means there’s always an opportunity somewhere. Here’s an exc…
- Cliff Asness: Look For ‘Moneyball’ StocksIn his latest interview on the Family Investment and Impact Series, Cliff Asness explains how his early life made him focus on ‘Moneyball’ type stocks. Here’s an excerpt from th…
Here’s Why Bath & Body Works Inc (NYSE: BBWI) May Be A Value Stock (Improved Stock Screens)Based on the improved performance metrics, which we recently added to our stock screens, the following company may be a value stock: Bath & Body Works Inc (NYSE: BBWI) Bath & Bo…
This Acquirers Multiple Stock Appearing In Klarman, Simons, Berkowitz 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…
Ragnarok v Fimbulwinter MarketsIn their latest episode of the VALUE: After Hours Podcast, Taylor, Hoffstein, and Carlisle discuss Ragnarok v Fimbulwinter Markets. Here’s an excerpt from the episode: Corey: Ye…- Gavin Baker: Get Addicted To The 52-Week Low ListIn a recent interview on the Invest Like The Best Podcast, Gavin Baker discusses why he’s addicted to the 52-Week Low List. Here’s an excerpt from the interview: Gavin: So it is…
- Phil Huber: Prepare For Long Winters In InvestingIn his latest article titled – Sharpening the Allocator’s Edge: Managing the Client Experience of Owning Alternative Investments Through Effective Communication, Phil Huber disc…
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…- Flow Is Still Into Risky AssetsIn their latest episode of the VALUE: After Hours Podcast, Taylor, Hoffstein, and Carlisle discuss Flow Is Still Into Risky Assets. Here’s an excerpt from the episode: Tobias: I…