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Everything Is Expensive!In their recent episode on the VALUE: After Hours Podcast, Taylor, Braziel, and Carlisle discuss Everything Is Expensive! Here’s an excerpt from the episode: Tobias: This is JPM…- Dan Loeb: Investors, Like Athletes, Need To Review Their ‘Game Films’In his latest interview with Prime Quadrant, Dan Loeb discusses one of the most important things we can do as investors. Here’s an excerpt from the interview: I think one of the…
- Terry Smith: We’re The Groucho Marx of InvestmentIn this Fundsmith presentation, Terry Smith explains his Groucho Marx style of investment. Here’s an excerpt from the presentation: Ok last point on this. We’re the Groucho Marx…
Michael Burry Top 10 Holdings – Latest 13F, Buys LMT, DNOW, SCYXOne 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 E44): Returns To Growth And Value, Inflation, $ETH, $BTC And CryptoIn this episode of the VALUE: After Hours Podcast, Jake Taylor, Thomas Braziel, and Tobias Carlisle chat about: Nothing Is Cheap! What If The Fed Is Wrong? Bitcoin As A Hedge Ag…
Stock In Focus – TAM Stock Screener – United States Steel Corporation (NYSE: X)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…- Bruce Greenwald: Great Investors Are Like Mutants Without EmotionIn his 2010 Forbes interview, Bruce Greenwald explains why great investors are like mutants without emotion. Here’s an excerpt from the interview: Greenwald: People in every cou…
- John Malone: Market In A Bubble Like The Late 90’s. This Is A Land Rush!In his latest interview with CNBC, John Malone says the market is in a bubble like the late 90’s, this is a land rush! Here’s an excerpt from the interview: Every investor has a…
- This Week’s Best Value Investing News (11/19/2021)This week’s best investing news: Is There Such a Thing as Good Taste? (Paul Graham) Understanding Systematic FX Strategies (Verdad) The Fasten Seat Belt Sign Just Lit Up (Felder…
There’s A Lot To Like About Elon MuskIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss There’s A Lot To Like About Elon Musk. Here’s an excerpt from the episode: Tobi…
This Acquirers Multiple Stock Appearing In Dalio, Grantham, 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…- Sir John Templeton: Buy On Bad NewsIn the book The Templeton Plan, Sir John Templeton discusses one of the stocks he bought when he famously bought 100 shares of each NYSE-listed company which was then selling fo…
- David Herro: Catalysts For Value Investing In Today’s MarketsIn his recent presentation at Natixis Investment Managers, David Herro discusses the catalysts for value investing in today’s markets. Here’s an excerpt from the presentation: W…
- Michael Mauboussin: What Distinguishes A Great Investor From A Good InvestorIn his recent interview with RIAIntel, Michael Mauboussin discussed a number of topics including what distinguishes a great investor from a good investor. Here are some excerpts…
- Japanese Activist – Yoshiaki MurakamiIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Japanese Activist – Yoshiaki Murakami. Here’s an excerpt from the episode: Jake…
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…- Adam Smith: Beware The Black Horsemen During Bull MarketsIn his book Supermoney, Adam Smith provides a great illustration of investing psychology during bull markets. Here’s an excerpt from the book: A mass-circulation magazine asked …
- Terry Smith: Investors Miss The Most Important Thing By Focusing On Whether A Company Is Cheap Or ExpensiveIn his recent presentation with Canaccord Genuity Wealth Management, Terry Smith discusses why investors miss the most important thing by focusing on whether a company is cheap …