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Terry Smith – First Order Of Commodity Price Spike Not On Consumer Prices, But On Company ProfitsIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Terry Smith – First Order Of Commodity Price Spike Not On Consumer Prices, But …- Bob Robotti: The Revenge Of The Stock-PickerIn his latest 2021 Annual Meeting, Bob Robotti discusses the revenge of the stock-picker. Here’s an excerpt from the meeting: So the third point I want to talk about is the reve…
- John Hussman: Return-Free RiskIn his latest market commentary, John Hussman discusses return-free risk. Here’s an excerpt from the commentary: In an economy where the Fed has lost every systematic tether to …
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…- Why Didn’t We All Just Buy $GOOG?In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Why Didn’t We All Just Buy $GOOG. Here’s an excerpt from the episode: Tobias: L…
- Bruce Greenwald: Moats Are Not That Hard To CalculateIn his latest interview with Barnes & Noble, Bruce Greenwald explains why moats are not that hard to calculate. Here’s an excerpt from the interview: Greenwald: So it is really …
- Pzena: Value Investing Opportunities Don’t Have To Be Optically Cheap JunkIn their latest educational video, Pzena Investment Management discuss why value investing opportunities don’t have to be optically cheap junk. Here’s an excerpt from the video:…
Bill Ackman Top 10 Holdings – Latest 13F, Buys CMG, HLT, LOWOne 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 E02): Cytokine Storms, $GOOG Valuation, Buffett on Coke $KO, Vale Lou SimpsonIn this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Buffett’s Simple Valuation Metric On Coke $KO Why Didn’t We All Ju…
- Howard Marks: The Art Of SellingIn his latest memo titled – Selling Out, Howard Marks provides a comprehensive discussion on the art of selling stocks. Here’s an excerpt from the memo: Aphorisms like “no one e…
- This Week’s Best Value Investing News (1/14/2022)This week’s best investing news: Howard Marks Memo – Selling Out (Oaktree) Thank You for Speculating (Jamie Catherwood) Mr. Market Is Now Very Impressed With Apple (Felder) 7 Pr…
Stock In Focus – TAM Stock Screener – West Fraser Timber Co. Ltd. (NYSE: WFG)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…
E O Wilson – Of Ants and MenIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss E O Wilson – Of Ants and Men. Here’s an excerpt from the episode: Jake: Yeah. L…- Corey Hoffstein: Minimize Timing Luck Using An Options Trading LadderIn his latest Q4 2021 Market Commentary, Corey Hoffstein explains how to minimize timing luck using an options trading ladder. Here’s an excerpt from the commentary: Even with e…
- Terry Smith: In Investing You Can’t Have Your Cake And Eat It TooIn his latest 2021 Annual Letter, Terry Smith explains why in investing you can’t have you cake and eat it too. Here’s an excerpt from the letter: Whilst a period of underperfor…
This Acquirers Multiple Stock Appearing In Grantham, 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…- Jeremy Grantham – My Sister’s PensionIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Jeremy Grantham – My Sister’s Pension. Here’s an excerpt from the episode: Tobi…
- Rob Arnott: The Value Effect Is Alive And WellIn his recent interview with Real Vision, Rob Arnott explains why the value effect is alive and well. Here’s an excerpt from the interview: Arnott: Part of it is probably fed ac…