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- Cliff Asness: AQR Positioned For One Of The Most Robust Recoveries For Factor Investing Since The Tech Bubble Of 1999In a recent article at the Financial Times, Cliff Asness explains why his firm is positioned for one of the most robust recoveries for factor investing since the tech bubble of …
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…
Value is the Widowmaker TradeIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Value is the Widowmaker Trade. Here’s an excerpt from the episode: Tobias: Ther…- Bill Miller: How To Find Value In Companies That Are Not Making A ProfitIn his recent interview on WealthTrack, Bill Miller explained how to find value in companies that are not making a profit. Here’s an excerpt from the interview: Miller: What the…
- Aswath Damodaran: It Is Moneyball Time!In his latest Data Update 1 for 2022, Aswath Damodaran says – It is Moneyball Time! He also provides four reasons why you should not always trust big data. Here’s an excerpt fro…
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…- Warren Buffett Schools ARK’s Cathie WoodIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Warren Buffett Schools ARK’s Cathie Wood. Here’s an excerpt from the episode: T…
Albert Bridge Capital: When Growth Stocks Get Annihilated Value Doesn’t Participate In The DownsideThis latest article from Albert Bridge Capital discusses some historical evidence that shows that when growth stocks get annihilated, value doesn’t participate in the downside. …- Bill Nygren: How To Apply Value Investing To Growth StocksIn his latest Q4 2021 Market Commentary, Bill Nygren discusses how to apply value investing to growth stocks. Here’s an excerpt from the commentary: Oakmark was one of the first…
Jim Simons Top 10 Holdings – Latest 13F, Buys ADBE, TSLA, AZN, NKE, AMDOne 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 E01): Value is the Widowmaker Trade, EO Wilson, Tobacco Stocks for DivviesIn this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Warren Buffett Schools ARK’s Cathie Wood Value is the Widowmaker T…
Stock In Focus – TAM Stock Screener – ArcelorMittal SA (NYSE: MT)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: Our Children Will Be Talking About This Market In 50 Years Time. Here’s Why…In an interview at the end of last year on the Citywire Podcast, Jeremy Grantham explained why our children will be talking about this market in 50 years time. Here’s an excerpt…
- This Week’s Best Value Investing News (1/07/2022)This week’s best investing news: Stock Market History, Illuminated (AB) Picking Funds & Indices (Verdad) Cheap Stocks Will Have Their Day In 2022 (Validea) How to Invest When Th…
This Acquirers Multiple Stock Appearing In Marks, Grantham, Ainslie 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…- Roger Lowenstein: Liquidity Is A ‘Straw Man’In his book – When Genius Failed: The Rise and Fall of Long-Term Capital Management, Roger Lowenstein discusses why liquidity is a ‘straw man’. Here’s an excerpt from the book: …
- Bruce Greenwald: Investors Should Search For Concealed Value In Assets Under A RockIn his book – Value Investing: From Graham to Buffett and Beyond, Bruce Greenwald recommends investors search for concealed value in assets under a rock. Here’s an excerpt from …
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…