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- Howard Marks: Understand Everything About 20 Companies Rather Than The Slightest Bit About 400In his latest interview on the Youth Finance Summit, Howard Marks explains why its better to understand everything about 20 companies than the slightest bit about 400. Here’s an…
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…
Updates To Acquirer’s Multiple ScreensIn their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Updates To Acquirer’s Multiple Screens. Here’s an excerpt from the episode: Tob…- Joel Greenblatt: How Investors Suspend Common SenseIn his recent interview with TWIS, Joel Greenblatt discusses how investors suspend common sense. Here’s an excerpt from the interview: Greenblatt: You talked about momentum. If …
- Prem Watsa: How To Find Companies That Can Survive For 100 YearsIn his latest 2021 Annual Shareholder Letter, Prem Watsa discussed his latest outstanding results and how to find companies that can survive for 100 years. Here’s an excerpt fro…
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…- Where Do Returns Really Come From?In their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Where Do Returns Really Come From? Here’s an excerpt from the episode: Jake: Ok…
- Morgan Housel: Investing Like Warren Buffett Sounds Easy, But It’s Really ComplexIn his recent interview with Tim Ferriss, Morgan Housel explains why investing like Warren Buffett sounds easy, but is really complex. Here’s an excerpt from the interview: Morg…
- Sequoia: Great Investing Is Balancing Caution With The Capacity For ImaginationIn their recent 2021 Annual Report, Sequoia discussed some valuable investing lessons using two real life examples from their portfolio. Here’s an excerpt from the report: Maste…
Joel Greenblatt Top 10 Holdings (Q4 2021) – Buys GSPY, SPY, BRK.B, DTE, APOOne 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 E09): Where Do Returns Come From?, Changes to Acquirers Multiple, CallawayIn this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Where Do Returns Really Come From? Updates To Acquirer’s Multiple …
Stock In Focus – TAM Stock Screener – Louisiana-Pacific Corporation (NYSE: LPX)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 (3/4/2022)This week’s best investing news: Berkshire Hathaway Annual Letter 2022 (BH) A History of Invasions, Wars & Markets (Jamie Catherwood) Index Funds Will Change The World, But Not …
Facebook’s Metaverse Is A Giant Leap of FaithIn their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Facebook’s Metaverse Is A Giant Leap of Faith. Here’s an excerpt from the episo…
Here’s Why Meta Platforms Inc (NASDAQ: FB) 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 considered a value stock: Meta Platforms Inc (NASDAQ: FB) M…- Michael Mauboussin: When Negative Free Cash Flow Makes SenseIn his latest interview with eToro, Michael Mauboussin discusses when negative free cash flow makes sense. Here’s an excerpt from the interview: Mauboussin: The other thing that…
- Chris Bloomstran: The Genius Of Warren BuffettIn his latest 2021 Semper Augustus Letter, Chris Bloomstran discusses the genius of Warren Buffett. Here’s an excerpt from the letter: The roaring bull that sent the bear into h…
This Acquirers Multiple Stock Appearing In Marks, Simons, Tepper 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…