Blog
Page 276
VALUE: After Hours (S03 E41): Value Fund Letters, Toxoplasmosis And Risk-Taking, $FB And The MetaverseIn this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Facebook Goes Meta Toxoplasmosis Makes You A Better Investor The G…- Warren Buffett: This Is How You Manage Risk!In his 1989 Shareholder Letter, Warren Buffett provided a great example on how you manage risk. Here’s an excerpt from the letter: Ike Friedman is not only a superb businessman …
- This Week’s Best Value Investing News (10/29/2021)This week’s best investing news: Panic Series (Pt. VI) – 1866 (Jamie Catherwood) Two Sides of the Coin (Verdad) Beyond Smart (Paul Graham) China Becomes The Next Big Prize For Q…
Stock In Focus – TAM Stock Screener – PulteGroup, Inc. (NYSE: PHM)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…
Wu Wei InvestingIn their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Mike Mitchell, and Tobias Carlisle discussed Wu Wei Investing. Here’s an excerpt from the episode: Jake: …- Daniel Kahneman: The One Question That Most Investors Can’t AnswerIn his book – Thinking Fast And Slow, Daniel Kahneman says there is one question that most investors can’t answer in order to be successful. Here’s an excerpt from the book: Why…
GMO: It Takes Decades To Recover When The Bubble BurstsIn their latest insight titled – Wounds That Never Heal, GMO provides some great research that shows just how long it takes to recover when the bubble bursts. Here’s an excerpt …- Bill Ackman: Investors Should Own Businesses With Real Pricing PowerIn his latest interview with Interactive Investor, Bill Ackman recommends investors own businesses with real pricing power. Here’s an excerpt from the interview: You want to own…
This Acquirers Multiple Stock Appearing In Dalio, Ainslie, 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…- The Future Of Work Is HybridIn their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Mike Mitchell, and Tobias Carlisle discussed The Future of Work Is Hybrid. Here’s an excerpt from the epi…
- Burton Malkiel: The Nonsense Of Relying On Very High Long-Term Growth RatesIn his book – A Random Walk Down Wall Street, Burton Malkiel discusses the nonsense of relying on very high long-term growth rates. Here’s an excerpt from the book: The catch (a…
- Warren Buffett: How To Deal With Financial ShenanigansIn the book – Talent, Strategy, Risk: How Investors and Boards Are Redefining TSR, there’s a couple of great quotes by Warren Buffett on how to deal with financial shenanigans. …
- Bill Nygren: Chasing Short Term Profits At The Expense Of StakeholdersIn his latest Q3 2021 Market Commentary, Bill Nygren discusses the problem with companies chasing short-term profits at the expense of stakeholders. Here’s an excerpt from the c…
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…- John Malone’s Compensation PhilosophyIn their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Mike Mitchell, and Tobias Carlisle discussed John Malone’s Compensation Philosophy. Here’s an excerpt fro…
- Terry Smith: How To Ensure Share BuyBacks Add Value For ShareholdersIn his book, Investing For Growth, Terry Smith discusses how to ensure share buybacks add value for shareholders. Here’s an excerpt from the book: Simply by executing a share bu…
- Weitz: Build A Portfolio Where Each Position Is Significant Enough To Matter, Yet None Can Individually Make Or Break Your ResultsIn their latest Q3 2021 Market Commentary, Weitz Investment says build a portfolio where each position is significant enough to matter, yet none can individually make or break y…
- David Einhorn: Make Sensible Investments In Companies Based On Earnings, Cashflows, And Assets, And Not On Top Line Story StocksIn his recent interview with CNBC, David Einhorn recommended investors make sensible investments in companies based on their earnings, cashflows, and assets, and not in top line…