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- Peter Lynch: The Next 10-Bagger Is Staring You In The FaceIn his book – One Up On Wall Street, Peter Lynch discusses how 10-baggers are in plain sight, but for some reason investors like to invest in companies and industries they know …
- This Week’s Best Value Investing News, Research, Podcasts 10/15/2021This week’s best investing news: History of Sovereign Defaults & Debt Limits (Jamie Catherwood) Where Are We In The Market Cycle? (Felder) When Narrative Takes Flight (Epsilon T…
Today’s Cambrian Explosion Is Stifling CompetitionIn their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discussed Today’s Cambrian Explosion Is Stifling Competition. Here’s a…
More than half of U.S. growth stocks have negative earnings, says GMOGMO says more than half of U.S. growth stocks have negative earnings, yet growth has dramatically outperformed in the past few years. I ran the same test for all stocks in the U…
This Acquirers Multiple Stock Appearing In Simons, Greenblatt, Gabelli 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…- Rob Arnott: We May Never Again See A Better Opportunity To Buy Value StocksIn his recent article in the AFR Australia, Rob Arnott explains why we may never again see a better opportunity to buy value stocks. Here’s a excerpt from the article: We believ…
Chuck Royce: U.S Small Caps Set To Outperform U.S Large CapsIn the latest Q&A with Chuck Royce and Francis Gannon at Royce, Chuck Royce discusses why U.S small caps are positioned to outperform U.S large caps. Here’s an excerpt from the …
GMO: Making Money on Companies That Make No MoneyIn their latest market commentary titled – Making Money On Companies That Make No Money, GMO discuss the fact that today, 60% of the Growth stocks in the Russell 3000 Index make…- Most Of The Time You’re In A DrawdownIn their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discussed Most Of The Time You’re In A Drawdown. Here’s an excerpt fro…
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…- Warren Buffett: Most Major Acquisitions Don’t Make SenseIn his 1994 Shareholder Letter, Warren Buffett explained why most major acquisitions don’t make sense. Here’s an excerpt from the letter: The sad fact is that most major acquisi…
- Nassim Taleb: When I Don’t Have Skin In The Game, I Am Usually DumbIn his book – Skin In The Game, Nassim Taleb discusses the importance of having skin in the game, particularly as it relates to investing. Here’s an excerpt from the book: Let u…
- Sir John Templeton: Buy When Things Look DarkestIn Sir John Templeton’s paper – 16 Rules For Investment Success, he discusses why the best time to buy is when things look darkest. Here’s an excerpt from the paper: Of course, …
- Inverse Performance Between Quality & ValueIn their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discussed the Inverse Performance Between Quality & Value. Here’s an e…
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…- Joel Greenblatt: The Optimum Number Of Positions To Hold In Your PortfolioIn his book – You Can Be A Stock Market Genius, Joel Greenblatt discusses the optimum number of positions to hold in your portfolio. Here’s an excerpt from the book: The strateg…
- Terry Smith: Investors Should Reconsider Using The Bond Rate As A Base Rate For ReturnsAt a recent event organised by Jupiter Asset Management, Terry Smith suggests investors should reconsider using the bond rate as a base rate for returns. Here’s an excerpt from …
- Seth Klarman: Madness of Crowds Creates Opportunities For Value InvestorsIn his book – Margin of Safety, Seth Klarman discusses how the madness of crowds creates opportunities for value investors. Here’s an excerpt from the book: A second important r…