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VALUE: After Hours (S04 E06): Acquirers Multiple All-Time Spread, $ARKK Blow-up, The Red QueenIn this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Acquirers Multiple All-Time Spread When ROE Matters Mauboussin – U…- David Gardner: Try Never To SellIn his recent interview on the Excess Returns Podcast, David Gardner explains why you should try never to sell. Here’s an excerpt from the interview: Gardner: I would say try ne…
- This Week’s Best Value Investing News (2/11/2022)This week’s best investing news: The Power Law (Verdad) After The Fact (Collaborative Fund) The Inflation Narrative’s Third Act (Epsilon Theory) My Most Expensive Options Lesson…
Stock In Focus – TAM Stock Screener – Sibanye Stillwater Ltd (NYSE: SBSW)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…
Give Me Optimism, But Not Yet!In their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Give Me Optimism, But Not Yet! Here’s an excerpt from the episode: Bill: Hedgey…- Warren Buffett: During Scary Periods, You Should Never Forget Two ThingsIn his 2016 Shareholder Letter, Warren Buffett discusses the two things you should never forget during scary periods. Here’s an excerpt from the letter: American business – and …
- Ray Dalio: The Macro-Investing TemplateIn his latest interview with Fortune India, Ray Dalio discusses his macro-investing template. Here’s an excerpt from the interview: Dalio: I want a highly diversified portfolio …
This Acquirers Multiple Stock Appearing In Simons, Fisher, Cohen, 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…- Misinformation And Why We Should Stop Reading The ‘News’In their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Misinformation And Why We Should Stop Reading The ‘News’. Here’s an excerpt fro…
- Jeremy Grantham: Stock Price ManipulationIn his latest interview on The Long View Podcast, Jeremy Grantham discusses stock price manipulation. Here’s an excerpt from the interview: Grantham: Corporate buybacks have bee…
- Rich Pzena: The Danger Of Becoming Anchored In InvestingIn his latest Q4 2021 Earnings Call, Rich Pzena discusses the danger of becoming anchored in investing. Here’s an excerpt from the call: If a client asked me as 2009 began, just…
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…- Li Lu’s Amazing JourneyIn their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Li Lu’s Amazing Journey. Here’s an excerpt from the episode: Jake: Yeah. This s…
- Josh Wolfe: ‘Buy-The-Dip’ No Longer WorksIn his latest interview with CNBC, Josh Wolfe explains why ‘buy-the-dip’ no longer works. Here’s an excerpt from the interview: Wolfe: Well I think in some sectors it’s a mix. I…
- Charley Ellis: My 300x Bet In Berkshire HathawayIn his recent article titled – Five Times Lucky, Charley Ellis discusses his 300x bet in Berkshire Hathaway. Here’s an excerpt from the article: Meal ticket. My third winning ex…
One Stock Superinvestors Are Buying Or HoldingAs 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’s Best 50 DaysIn their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Value’s Best 50 Days. Here’s an excerpt from the episode: Tobias: Yeah, this is…
- Tweedy Browne: Price Is Once Again Starting To Matter In InvestingIn their latest Q4 2021 Market Commentary, Tweedy Browne explain why price is once again starting to matter in investing. Here’s an excerpt from the letter: The last five years …