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Adopting Kaufman’s Win-Win Approach To InvestingIn their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discussed Adopting Kaufman’s Win-Win Approach To Investing. Here’s an …- Michael Mauboussin: Reclassifying Cash Flow Items Provides Investors With Greater InsightsIn his latest paper titled – Categorizing for Clarity, Michael Mauboussin shows how reclassifying certain items in the cash flow statement can substantially improve the descript…
- Jeremy Grantham: Value Stocks Outside The U.S Will Have A Positive Return Over The Next 10 YearsIn his recent interview on CNBC, Jeremy Grantham discusses what to own in a broad overpriced world, which includes value stocks outside the U.S. Here’s an excerpt from the inter…
Charles Munger Top 10 Holdings (Q3 2021) – Increased Stake In (NYSE: BABA)One 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 E38): Drawdowns, How Does Quality Work? And Love And MeditationIn this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Adopting Kaufman’s Win-Win Approach To Investing How Does Quality …
Stock In Focus – TAM Stock Screener – Louisiana-Pacific Corporation (NYSE: LPX)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 Week’s Best Value Investing News, Research, Podcasts 10/8/2021This week’s best investing news: How Does Quality Work? (Verdad) Betting the House (Humble Dollar) Nature Shows How This All Works (Collaborative Fund) What is Your Investment E…
Using Kahneman’s Advice On An ‘Outside View’In their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discussed Using Kahneman’s Advice On An ‘Outside View’. Here’s an exce…- David Einhorn: Apathetic Investors In Today’s MarketIn his recent interview on Real Vision, David Einhorn discussed apathetic investors in today’s market. Here’s an excerpt from the interview: DAVID EINHORN: Well, I don’t, look, …
- How Warren Buffett Consistently Borrowed Money At Rates Lower Than The US GovernmentIn Chris Mayer’s Book – 100 Baggers, he explains how Warren Buffett consistently borrowed money at rates lower than the US government. Here’s an excerpt from the book: Along wit…
This Acquirers Multiple Stock Appearing In Gabelli, Simons, Tudor-Jones 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…- Terry Smith: CEOs Are Better Investors Than Most Fund ManagersIn this article by Trustnet, Terry Smith explains why CEOs have one major advantage over most fund managers. Here’s an excerpt from the article: The Fundsmith Equity manager say…
- Peter Lynch: Far More Money Has Been Lost By Investors Trying To Time Corrections Than In All Corrections CombinedIn his book – Learn to Earn, Peter Lynch discusses why more money has been lost by investors trying to time corrections than has been lost in all corrections combined. Here’s an…
- Is Averaging Down A Good Investment Strategy?In their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discussed Is Averaging Down A Good Investment Strategy? Here’s an exce…
- George Soros: I Believe That Market Prices Are Always WrongIn his book – The Alchemy of Finance, George Soros discusses why he always starts with a view that market prices are wrong in the sense that they present a biased view of the fu…
- David Einhorn: Sometimes You Just Need To Own The ‘Now’ StocksThis article on FT discusses one of David Einhorn’s comments from the recent Simplify ETF’s event in which he discusses the need to own the ‘now’ stocks even though he doesn’t u…
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…- Why Is $ATUS Share Price Dropping?In their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discussed Why Is $ATUS Share Price Dropping? Here’s an excerpt from th…