Blog
Page 261
- Seth Klarman: Investors Must Maintain Their Bearings When Others Are NotIn his latest 2021 Year End Letter, Seth Klarman discusses why investors must maintain their bearings when others are not. Here’s an excerpt from the letter: Of course, consiste…
Ken Fisher Top 10 Holdings (Q4 2021) – Latest 13F, Buys AAPL, AMD, MSFT, INTU, UBEROne 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 E05): Value Best 50 Days, Misinformation, $QRATE vs $ZM UpdateIn this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Value’s Best 50 Days Li Lu’s Amazing Journey Misinformation And Wh…- This Week’s Best Value Investing News (2/4/2022)This week’s best investing news: Price-Conviction Paradox (Jamie Catherwood) Bubble Stock Meltdown (Verdad) The Small Steps of Giant Leaps (Farnam Street) Still Extreme Levels O…
Stock In Focus – TAM Stock Screener – Smith & Wesson Brands Inc (NASDAQ: SWBI)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…
Supply Chain Issues EverywhereIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Supply Chain Issues Everywhere. The podcast excerpt sheds light on the far-reac…- Ron Baron: Goodwill Is The Gift That Keeps On GivingIn his latest Q4 2021 Letter, Ron Baron discusses goodwill as the gift that keeps on giving. Here’s an excerpt from the letter: “During inflation, Goodwill is the gift that keep…
- Mark Leonard: Opportunities In Businesses That Have An “Earned Secret”In his recent letter to prospective entrepreneurs, Mark Leonard discusses the opportunities in businesses with an “earned secret”. Here’s an excerpt from the letter: I tell this…
This Acquirers Multiple Stock Appearing In Dalio, Greenblatt, 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…- Mega Bear Market Coming?In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Mega Bear Market Coming? Here’s an excerpt from the episode: Tobias: I was just…
- Bill Nygren: How To Avoid Value TrapsIn his latest interview on the Millennial Investing Podcast, Bill Nygren discusses how to avoid value traps. Here’s an excerpt from the interview: Anything that we look to buy i…
- Joel Greenblatt: The Two Types Of Businesses Investors Should OwnIn this value investing masterclass, Joel Greenblatt discusses the two types of businesses investors should own. Here’s and excerpt from the masterclass: Greenblatt: The two typ…
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…- The ARKK, Tesla, Bitcoin CorrelationIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss The ARKK, Tesla, Bitcoin Correlation. Here’s an excerpt from the episode: Tobia…
- Jake Taylor: Getting On BaseIn his latest January 2022 Letter, Jake Taylor discusses the importance of getting on base in investing. Here’s an excerpt from the letter: One of the keys to successful investi…
- David Einhorn: Half A Silly Stock Price Is Not Deep ValueIn his latest Q4 2021 Shareholder Letter, David Einhorn discusses why half a silly stock price is not Deep Value. Here’s an excerpt from the letter: A basket of bubble stock sho…
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…- Is iPhone The Best Toll Road Ever Created?In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Is iPhone The Best Toll Road Ever Created? Here’s an excerpt from the episode: …