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- This Week’s Best Value Investing News (12/03/2021)This week’s best investing news: Surprised by The Inevitable (Jamie Catherwood) Dalio : “If You Worry, You Don’t Have To Worry” (Validea) Invest Don’t Bet (Humble Dollar) Corpor…
Stock In Focus – TAM Stock Screener – Boise Cascade Co (NYSE: BCC)One of the cheapest stocks in our Stock Screeners is Boise Cascade Co (NYSE: BCC). Boise Cascade Co is a producer of engineered wood products (EWP) and plywood. The firm operate…
Munger’s Mental ModelsIn their recent 100th episode of the VALUE: After Hours Podcast, Taylor, Brewster, Carlisle, and friends discuss Munger’s Mental Models. Here’s an excerpt from the podcast: Jake…- Terry Smith: Investors Just Don’t Read The AccountsIn this interview with the Investors’ Chronicle, Terry Smith provides a great illustration of investors not reading the accounts of the companies they’re investing in. Here’s a …
- Jeremy Grantham: Bull Markets Are Like A Water Jet Under a Ping-Pong BallIn his interview earlier with year on the Invest Like The Best Podcast, Jeremy Grantham provided a great illustration of what happens in a bull market. Here’s an excerpt from th…
This Acquirers Multiple Stock Appearing In Ainslie, Simons, Marks 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…- Shoot First, Ask Questions Later On Buy DecisionsIn their recent 100th episode of the VALUE: After Hours Podcast, Taylor, Brewster, Carlisle, and friends discuss Shoot First, Ask Questions Later On Buy Decisions. Here’s an exc…
- Joel Greenblatt: How To Think About Position SizingIn this interview on The Investor’s Podcast, Joel Greenblatt discusses how to think about position sizing. Here’s an excerpt from the interview: Most people say, oh I took a 10%…
- Li Lu On Munger’s Patience To Wait For The Right OpportunityIn his 2019 speech at the Peking University, Li Lu discussed an example of the patience of Charles Munger. Here’s an excerpt from the speech: The next character is also quite sp…
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…- Compound Wealth With A Cockroach PortfolioIn their recent 100th episode of the VALUE: After Hours Podcast, Taylor, Brewster, Carlisle, and friends discuss Compounding Wealth With A Cockroach Portfolio. Here’s an excerpt…
- Morgan Housel: Investing Behavior Is InbornIn his book – The Psychology of Money, Morgan Housel shares a story about two investors which demonstrates how investing behavior is inborn. Here’s an excerpt from the book: Gra…
- Aswath Damodaran: Growth Investors Have Become LazyIn his latest interview with the Prague Finance Institute, Aswath Damodaran explains why growth investors have become lazy. Here’s an excerpt from the interview: Damodaran: I wo…
- Animal Spirits: There Is No Link Between Stock Prices And FundamentalsIn the book – Animal Spirits, Akerlof and Shiller discuss why there is no link between stock prices and fundamentals. Here’s an excerpt from the book: Over the years economists …
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…- This Is The Best Time Of Year To Find OpportunitiesIn their recent 100th episode of the VALUE: After Hours Podcast, Taylor, Brewster, Carlisle, and friends discuss This Is The Best Time Of Year To Find Opportunities. Here’s an e…
- James Clear: The Search For Novelty Is The Greatest Threat To SuccessIn his book – Atomic Habits, James Clear discusses why the search for novelty is the greatest threat to success, something which is highly applicable to successful investing. He…
- Charles Munger: Override Your Subconscious Using Two-Track AnalysisIn the book – Poor Charlie’s Almanack, Charles Munger discusses overriding your subconscious by using two-track analysis. Here’s an excerpt from the book: Personally, I’ve gotte…