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Pzena: The Opportunity In Value Stocks Is CompellingIn their latest Q3 2021 Market Commentary, Pzena discuss the compelling opportunity in value stocks. Here’s an excerpt from the commentary: We have argued for some time that the…- Bill Miller: Forget The Headlines And Focus On StocksIn his latest and final market commentary, Bill Miller discusses why investors should forget headlines and focus on stocks. Here’s an excerpt from the commentary: When I am aske…
- Peter Lynch: Invest In Small-Cap Stocks, If You Have The StomachIn his book – Learn to Earn, Peter Lynch discusses why you should invest in small-cap stocks instead of large-cap. Here’s an excerpt from the book: Over time, it’s been more pro…
Late Innings ComplacencyIn their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discussed Late Innings Complacency. Here’s an excerpt from the episode…- Daniel Kahneman: The Illusion Of Skill In InvestingIn Daniel Kahneman’s book – Thinking Fast and Slow, he provides some research that exposes the illusion of skill in investing. Here’s an excerpt from the book: Some years ago I …
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…- Jim Chanos: China’s “Leveraged Prosperity” Model is DoomedIn this interview with the Institute For New Economic Thinking, Jim Chanos discusses all things China, Evergrande, and China’s doomed leverage prosperity model. Here’s an excerp…
Aswath Damodaran: Humility Is The Single Most Important Characteristic You Need To Be A Successful InvestorIn his latest webinar titled – The Illusion of Smart Money, Aswath Damodaran says that humility is the single most important characteristic you need to be a successful investor.…- Stanley Druckenmiller: There’s Less Than A Handful Of People That Can ‘Pull The Trigger’ When It’s All On The LineIn Michael Kaufman’s book – Soros: The Life and Times of a Messianic Billionaire, there’s a great passage on Stanley Druckenmiller in which he discusses that there is less than …
- Gamification Of Digital AdvertisingIn their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discussed the Gamification Of Digital Advertising. As businesses conti…
- Howard Marks: The Impact Of Investor Psychology On MarketsIn Howard Marks’ Book – Mastering The Market Cycle, he provides some great statistical data that shows just how much investor psychology impacts markets. Here’s an excerpt from …
- Rich Pzena: Earnings Growth Rates Higher For Value Stocks Than Growth Stocks Next Two YearsIn his recent interview on ValueWalk, Rich Pzena discussed why earnings growth rates are higher for value stocks than growth stocks for the next two years. Here’s an excerpt fro…
- James Montier: The Dangers Of DiversificationIn his book – Value Investing: Tools and Techniques for Intelligent Investment, James Montier discusses the dangers of diversification. Here’s an excerpt from the book: If relig…
Dan Loeb 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 E39): Value Cheap For A Reason? Late-Innings Complacency, Munger Buys More $BABAIn this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Value Is Cheap For A Reason Gamification Of Digital Advertising La…
- Returns to Companies with Negative and Positive Cash Flow from Operations (Russell 3000 OCF TTM 0) January 1999 to October 2021Companies that generate cash flow from operations consistently outperform those that don’t, but not always. Since 1999 companies in the Russell 3000 that generate cash flow have…
Stock In Focus – TAM Stock Screener – Vale SA (NYSE: VALE)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…- Charles Munger: Bet Heavily When An Opportunity PresentsIn Tren Griffin’s Book – Charlie Munger: The Complete Investor, there’s a great quote by Munger on betting heavily when an opportunity presents in investing. Here’s an excerpt f…