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Terry Smith: Good Companies Don’t Become Bad CompaniesIn his latest presentation with MeDirect Malta, Terry Smith illustrates why good companies don’t become bad companies. Here’s an excerpt from the presentation: This slide (below…
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…
Defying Base RatesIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Defying Base Rates. Here’s an excerpt from the episode: Bill: I just think with…- Michael Mauboussin: A Framework To Analyze Any M&A DealIn his latest interview with TMF, Michael Mauboussin offers a framework for investors to analyze any M&A deal. Here’s an excerpt from the interview: M&A deals generally have a s…
- Carl Icahn: The Death of ActivismIn his latest interview with CNBC, Carl Icahn discusses the death of activism. Here’s an excerpt from the interview: Icahn: It makes no sense to make it tougher and tougher for …
Chris Bloomstran Top 10 Holdings – Latest 13F, Buys DLTR, VIAC, ALK, BRK.B, HFCOne 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 E03): Greenwald On Buffett’s Moats, Defying Base Rates, The Lyapunov WindowIn this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Defying Base Rates Second Derivative Suffering Lyapunov Time Green…
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…- Jeremy Grantham: Let The Wild Rumpus Begin*In his latest commentary titled – Let The Wild Rumpus Begin*, Jeremy Grantham explains why we are currently in the fourth superbubble of the last hundred years. Here’s an excerp…
- This Week’s Best Value Investing News (1/21/2022)This week’s best investing news: Innovation Hubs – Past, Present & Future (Jamie Catherwood) How A Flood Swamped Wood’s ARK (Verdad) You’re Not Wrong, Walter (Epsilon Theory) Dr…
Cytokine StormsIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Cytokine Storms. Here’s an excerpt from the episode: Jake: Yeah. Let’s do cytok…
This Acquirers Multiple Stock Appearing In Simons, Cohen, Greenblatt 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…- Albert Bridge Capital: The Market Will Always Be A Weighing MachineIn the latest commentary by Albert Bridge Capital, Drew Dickson explains why the market will always be a weighing machine. Here’s an excerpt from the commentary: Dear Stock Pick…
- Seth Klarman: Speculative Holdings Are Like Roach MotelsThis article on Markets Insider has 11 of the best quotes from Seth Klarman’s latest Annual Letter. Here are three of our favourites which illustrate the sentiment of current in…
- Buffett’s Simple Valuation Metric On Coke $KOIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Buffett’s Simple Valuation Metric On Coke $KO. Here’s an excerpt from the episo…
- Guy Spier: Unlearning And Relearning From Warren BuffettIn his latest interview on The Investors Podcast, Guy Spier discusses unlearning and relearning from Warren Buffett. Here’s an excerpt from the interview: Spier: I am going to t…
- Ian Cassel: How To Manage The Emotional Side Of InvestingIn his latest interview with ValueWalk, Ian Cassel discusses how to manage the emotional side of investing. Here’s an excerpt from the interview: Cassel: I am an active investor…
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…