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Investing Lessons From CamelsIn their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Investing Lessons From Camels. Here’s an excerpt from the episode: Jake: Yeah, …- Howard Marks: Find An Asset, Or An Asset Class, That Looks Scary From The OutsideIn his recent discussion on OakTree’s The Rewind Podcast, Howard Marks reflects on his memo titled – It’s All a Big Mistake, which was originally published on June 20, 2012. Her…
- Rob Arnott: Contrarian Investing Is Inherently PainfulIn his latest interview on the Stansberry Investor Hour, Rob Arnott explains why contrarian investing is inherently painful. Here’s an excerpt from the interview: Arnott: If som…
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 Russia A Big Opportunity Right Now?In their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Is Russia A Big Opportunity Right Now? Here’s an excerpt from the episode: Tobi…
- Cliff Asness: Shorting The Bad GuysIn his latest article titled – Shorting Counts, Cliff Asness responds to the recent Man Group article titled – “Short-selling does not count as a carbon offset. Here’s an excerp…
- Ian Cassel: Find Stocks Using The First Wave Of DiscoveryIn his latest interview with Sunday’s Idea Brunch, Ian Cassel explains how he finds stocks using his first wave of discovery. Here’s an excerpt from the interview: We invest in …
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…- The Importance Of Taking An Outside ViewIn their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss The Importance Of Taking An Outside View. Here’s an excerpt from the episode: T…
The Acquirers Podcast – Value After Hours – 10,000 YouTube SubscribersWe just want to say a big thank you to all of our 10,000 subscribers to The Acquirers Podcast – Value After Hours, on YouTube. If you haven’t had a chance to watch co-hosts Jake…- Chris Cole: Volatility Is Off The Scale!In his latest interview with Danielle DiMartino Booth, Chris Cole discusses volatility is off the scale. Here’s an excerpt from the interview: Cole: There’s many many natural sy…
- Warren Buffett: We Find Little That Excites Us!In his latest Berkshire Hathaway Annual Letter 2022, Warren Buffett says, “Today, though, we find little that excites us.” This would explain why he’s currently holding $144 Bil…
Howard Marks Top 10 Holdings (Q4 2021) – Buys GTX, HTZ, RWAY, WFRD, SPYOne 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 E08): $FB Facebook, Bull Russia, The Outside View, CamelsIn this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Facebook’s Metaverse Is A Giant Leap of Faith The Importance Of Ta…
Updates to the ScreenersWe’ve updated the look and functionality of the screeners. Functionality These are the material changes to functionality: Financials and Utilities: We’re including the Financial…- Tom Gayner: Win-Win-Win!In his latest 2021 Letter to Shareholders, Tom Gayner discusses his win-win-win philosophy to building an exceptional business. Here’s an excerpt from the letter: Several years …
Stock In Focus – TAM Stock Screener – Quidel Corporation (NASDAQ: QDEL)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 (2/25/2022)This week’s best investing news: Charlie Munger: 2022 Daily Journal Annual Meeting Transcript (Junto) Derivatives: Past, Present & Future (Jamie Catherwood) King Dollar (Verdad)…