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This Acquirers Multiple Stock Appearing In Dalio, Greenblatt, 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…- Bill Miller: One Of The Best Ways To Find OpportunitiesIn this interview on The Investors Podcast, Bill Miller discusses one of the best ways to find opportunities. Here’s an excerpt from the interview: Miller: One of the things tha…
- Gavin Baker: Warren Buffett Doesn’t Need To Do Due DiligenceIn the latest Graham & Doddsville Newsletter, Gavin Baker explains why Warren Buffett doesn’t need to do due diligence. Here’s an excerpt from the interview: G&D: So, switching …
Why Picking High Growth Winners Is So HardIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Why Picking High Growth Winners Is So Hard. Here’s an excerpt from the episode:…- Michael Steinhardt: Develop A Variant PerceptionIn his book – No Bull: My Life In and Out of Markets, Michael Steinhardt explains how he profited from developing a variant perception. Here’s an excerpt from the book: During t…
- Chris Mayer: It’s A Bad Idea To Continually Check Your PortfolioIn his latest article at Woodlock House, Chris Mayer explains why it’s a bad idea to continually check your portfolio. Here’s an excerpt from the article: To start: I don’t like…
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…- Buffett Needed AAPL To Keep Up With The S&PIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Buffett Needed AAPL To Keep Up With The S&P. Here’s an excerpt from the episode…
- Charles Munger: Use Patterns Of Noise To Find Hunting Grounds For ValueIn his recent interview on the Think with Pinker Podcast, Charles Munger explains how he and Warren Buffett use patterns of noise to find hunting grounds for value. Here’s an ex…
- Michael Mauboussin: Why Do Smart People Make Dumb Decisions?In his book – Think Twice: Harnessing the Power of Counterintuition, Michael Mauboussin explains why smart people make dumb decisions. Here’s an excerpt from the book: No one wa…
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…- The Crashless GenerationIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss The Crashless Generation. Here’s an excerpt from the episode: Tobias: I like th…
- Peter Bernstein: Investing Is A Logicians TrapIn his book – Against the Gods: The Remarkable Story of Risk, Peter Bernstein explains why investing is a logicians trap. Here’s an excerpt from the book: We cannot enter data a…
- Bruce Greenwald: How To Value GrowthIn his book – Value Investing: From Graham to Buffett and Beyond, Bruce Greenwald discusses how to value growth using the ‘Growth Value Matrix’. Here’s an excerpt from the book:…
Joel Greenblatt Top 10 Holdings – Latest 13F, Buys GSPY, SPY, PPLOne 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 (S03 E46): Crashless Generation; Value Spread; Heart Disease, Stress and CortisolIn this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: The Crashless Generation Absolute Value vs Relative Value Debate H…
- James Clear: If You Can’t Think Long-Term In Investing, Here’s Why!In his book – Atomic Habits, James Clear explains why investors find it so difficult to think long-term. Here’s an excerpt from the book: Imagine you’re an animal roaming the pl…
- Roger Lowenstein: Warren Buffett – The Man Who Stripped Wall Street Of Its MysteryIn his book – Buffett: The Making of an American Capitalist, Roger Lowenstein describes Warren Buffett as the man who stripped Wall Street of its mystery. Here’s an excerpt from…