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David Einhorn Top 10 Holdings – Latest 13F, Buys SLV, TECK, BHFOne 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 E45): 100th Episode Special – The Value / Growth Reversal, Munger’s Mental Models, $VIXIn this 100th episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, Tobias Carlisle, and friends chat about: Munger’s Mental Models This Is The Best Time Of Yea…
Stock In Focus – TAM Stock Screener – Co-Diagnostics Inc (NASDAQ: CODX)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…- Lux Capital: A Message To Young Investors Who Only Know A Rising MarketOne of the best shareholder letters for investors to read is the one by Lux Capital. In the latest letter there’s a message for young investors who only know a rising market. He…
- This Week’s Best Value Investing News (11/26/2021)This week’s best investing news: Howard Marks Memo – The Winds of Change (OakTree) The Stock Picker’s Bear Market (CA) Flipping the Script on FX (Verdad) Profit Falls In The Thi…
Learning From ComplexityIn their recent episode on the VALUE: After Hours Podcast, Taylor, Braziel, and Carlisle discuss Learning From Complexity. Here’s an excerpt from the episode: Jake: Sure. I gues…
This Acquirers Multiple Stock Appearing In Marks, Simons, Cohen 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…- Edward Chancellor: When Investors Continue To Maintain Faith In A ‘New Era’ Of The Stock MarketIn his book – Devil Take The Hindmost, Edward Chancellor discusses what happens when investors continue to maintain faith in a ‘new era’ of the stock market. Here’s an excerpt f…
- Rob Arnott: Smart Money Has Gotten DumbIn his latest interview on the FEG Insight Bridge Podcast, Rob Arnott discusses why smart money has gotten dumb. Here’s an excerpt from the interview: Well, it’s funny the way y…
- Bitcoin As A Hedge Against Money PrintingIn their recent episode on the VALUE: After Hours Podcast, Taylor, Braziel, and Carlisle discuss Bitcoin As A Hedge Against Money Printing. Here’s an excerpt from the episode: T…
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…
James Montier: Value Stocks Are Like Free Inflation InsuranceA staggering 77% of Americans fear soaring inflation. James Montier has a more sanguine view of inflationary risks. In this session at the GMO Fall Conference, James explored so…- Howard Marks: There’s A New World OrderIn his latest memo titled – The Winds of Change, Howard Marks discusses the changing environment for investing and the new world order. Here’s an excerpt from the memo: As I’ve …
- What If The Fed Is WrongIn their recent episode on the VALUE: After Hours Podcast, Taylor, Braziel, and Carlisle discuss What If The Fed Is Wrong. Here’s an excerpt from the episode: Jake: Then, we hav…
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…- Morgan Housel: Paying The Psychological Price For Higher ReturnsIn his book – The Psychology of Money, Morgan Housel provides a great illustration of paying the psychological price for higher returns. Here’s an excerpt from the book: Say you…
- Daniel Kahneman: How Often Should You Check Your Portfolio For Optimum ReturnsIn his book – Thinking Fast And Slow, Daniel Kahneman discusses how often you should check your portfolio for optimum returns. Here’s an excerpt from the book: The combination o…
- Bill Nygren: We’re Excited About The Prospects Of A Value RecoveryIn his latest interview with CityWire, Bill Nygren discussed why he’s excited about the prospects of a value recovery. Here’s an excerpt from the interview: Nygren: I think the …