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- Rob Vinall: Moat vs ExecutionIn his latest 2021 Co-Investor Letter, Rob Vinall discusses moat vs execution. Here’s an excerpt from the letter: Ben Graham famously said: Investment is most intelligent when i…
- Ruane Cunniff: Mr. Market Has Evolved Into A Much More Formidable FoeIn their latest Q4 2021 Letter, Ruane Cunniff explain why Mr. Market has evolved into a much more formidable foe. Here’s an excerpt from the letter: We would be lying if we said…
Paul Tudor Jones Top 10 Holdings – Latest 13F, Buys SPY, VER, JNJ, SCR, KSUOne 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 E04): Markets in Turmoil! Growth vs Value Sell-offs, Gravity, $NFLXIn this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Is iPhone The Best Toll Road Ever Created? Mega Bear Market Coming…
Stock In Focus – TAM Stock Screener – Boise Cascade Co (NYSE: BCC)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…- Vitaliy Katsenelson: Investors Have To Differentiate Between A Good Company And A Good StockIn his latest interview with The Millennial Investing Podcast, Vitaliy Katsenelson explains why investors have to differentiate between a good company and a good stock. Here’s a…
- Bill Ackman: Lessons In Asymmetric HedgingIn his recent letter to investors regarding his purchase of 3.1 million shares in Netflix, Bill Ackman provided some lessons in asymmetric hedging. Here’s an excerpt from the le…
- This Week’s Best Value Investing News (1/28/2022)This week’s best investing news: A Poisoned Chalice (Jamie Catherwood) How to Worry about Duration (Verdad) A Shortseller’s Perspective (Epsilon Theory) Jeremy Grantham: Tesla I…
Greenwald on Buffett’s MoatsIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Greenwald on Buffett’s Moats. Here’s an excerpt from the episode: Tobias: Yeah,…- Sequoia: Why Long-Term Value Investors FailIn this recent interview with Value Investor Insight, Sequoia’s Arman Gokgol-Kline, Trevor Magyar, and Chase Sheridan discuss why long-term value investors fail. Here’s an excer…
- Wally Weitz: Emperor’s New Clothes Moments AheadIn his latest Q4 2021 Market commentary, Wally Weitz discussed the likelyhood of some emperor’s new clothes moments ahead. Here’s an excerpt from the commentary: “Deep value” ha…
This Acquirers Multiple Stock Appearing In Marks, Simons, 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…- Lyapunov TimeIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Lyapunov Time. Here’s an excerpt from the episode: Jake: Yeah, sure. [laughs] A…
- Horizon Kinetics: How the Markets Might Distract, or Harm (or help)In their latest Q4 2021 Quarterly Review, Horizon Kinetics provide some great illustrations of how the markets might distract, or harm (or help) investors. Here’s an excerpt fro…
- David Poppe: Arguing With Mr. MarketIn his latest Q4 2021 Letter, David Poppe discusses arguing with Mr. Market. Here’s an excerpt from the letter: At various points we pruned Alphabet, Carmax, Arista Networks, Cr…
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…- Second Derivative SufferingIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Second Derivative Suffering. Here’s an excerpt from the episode: Tobias: It’s f…
- David Herro: Volatility Is Not A Proxy For RiskIn his latest presentation with the ALIGN Spotlight Series, David Herro explains why volatility is not a proxy for risk. Here’s an excerpt from the presentation: The object is t…