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Bessembinder’s Lessons For Finding OutliersIn this recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discuss Bessembinder’s Lessons For Finding Outliers. Here’s an excerpt …
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…- Burton Malkiel: Risk Tolerance – What’s Your Sleeping Point?In his book – A Random Walk Down Wall Street, Burton Malkiel discusses the investor’s risk tolerance using what calls the ‘sleeping point’. Here’s an excerpt from the book: Dete…
- James Montier: Growth Stocks Are The Attractive Defendants Of The Finance WorldIn his book – Value Investing: Tools and Techniques for Intelligent Investment, James Montier provides a great illustration of the human bias towards growth/glamour stocks. Here…
- The Cynefin Portfolio FrameworkIn this recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discuss The Cynefin Portfolio Framework. Here’s an excerpt from the epi…
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…
Rob Arnott: Now Is One Of The Best Times Historically To Buy ValueIn his recent keynote at The Morningstar Investment Conference, Rob Arnott explained why now is one of the best times historically to buy value stocks. Here’s an excerpt from th…- Bill Nygren: How To Pick The Winners In A Disruptive WorldIn his recent conversation at The Morningstar Investment Conference, Bill Nygren discussed a number of topics including how to pick the winners in a disruptive world. Here’s an …
- Tom Gayner: If Your Stock Is A Rolling Train, Don’t Get Off!In his recent interview with Barry Ritholz, Tom Gayner discussed the idea of not selling your winners. Here’s an excerpt from the interview: RITHOLTZ: So there are two data poin…
Value Stocks Better Than The MarketIn this recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discuss Value Stocks Better Than The Market. Here’s an excerpt from the…- Michael Mauboussin: How To Calculate The Present Value Of An InvestmentIn his book Expectations Investing, Michael Mauboussin provides a simple explanation of how to calculate the present value of an investment. Here’s an excerpt from the book: We …
- Warren Buffett: Why We Continue To Hold Businesses That Are UnprofitableDuring the 2014 Berkshire Hathaway Annual Meeting, Warren Buffett explained why he continues to hold businesses that are unprofitable. Here’s an excerpt from the meeting: Q. Ber…
Li Lu Top 10 Holdings – Latest 13FOne 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 E42): Pzena Value And Quality; $TSLA, And NFT Bubble; And Cynefin FrameworkIn this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Pzena Value And Quality Cynefin: Four Frameworks Of Portfolio Mana…
Stock In Focus – TAM Stock Screener – Perdoceo Education Corp (NASDAQ: PRDO)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…
This Acquirers Multiple Stock Appearing In Marks, Simons, Grantham 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…- William Bernstein: Investors Need To Choose Between Entertainment Or Higher ReturnsIn his book – The Investor’s Manifesto, William Bernstein discusses why investors chase entertainment and excitement at the cost of higher returns. Here’s an excerpt from the bo…
- Bill Ackman: How To Hedge Against Outlier EventsIn his latest interview with AJ Bell, Bill Ackman discusses how to hedge against outlier events. Here’s an excerpt from the interview: Ackman: A subset of the strategy is lookin…