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- Joel Greenblatt: Enterprising Investors Should Focus On Small-Cap StocksIn his book – The Big Secret, Joel Greenblatt recommends enterprising investors should focus on small-cap stocks. Here’s an excerpt from the book: Nevertheless, investing in sma…
- James Montier: Investors Sell More Winners Than LosersIn his book – The Little Book of Behavioral Investing, James Montier discloses that investors sell more winners than losers. Here’s an excerpt from the book: Putting the dislike…
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…
Making Sense of Charlie’s $BABA BetIn their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discussed Making Sense of Charlie’s $BABA Bet. Here’s an excerpt from …
Fingerprinting & Bias Blind Spot In InvestingIn their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discussed Fingerprinting & Bias Blind Spot In Investing. Here’s an exc…- Michael Mauboussin: You Have To Earn The Right To Use MultiplesIn this recent presentation at Columbia Business School, Michael Mauboussin discusses expectations investing and why you have to earn the right to use multiples. Here’s an excer…
- John Neff: How Investors Should Think About Holding CashIn his latest article at Akre Capital titled – How We Think About Cash, John Neff discusses how investors should think about holding cash. Here’s an excerpt from the article: Ca…
- Cliff Sosin: Finding New Value Investing OpportunitiesIn this interview with Good Investing, value investor Cliff Sosin discusses his process for finding new opportunities. Here’s an excerpt from the interview: Sosin: What I’m desc…
Lee Ainslie Top 10 Holdings (Q2 2021)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 E37): $ATUS; Did I Miss The Turn In Value?; The Ten-Year Spikes; Fingerprint BiasIn this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: $ATUS Share Price Drops Almost 50% YTD Fingerprinting & Bias Blind…
- Jack Ma: Overcoming Failures & RejectionsIn this conversation at Davos, Jack Ma discusses how he overcame a number of failures and objections. Here’s an excerpt from the conversation: Today we still have a lot of peopl…
- Joel Greenblatt: Market-Cap-Weighted Index Funds Guarantee Investors Own Less Bargain Priced StocksIn Joel Greenblatt’s book – The Big Secret, he discusses how market-cap-weighted index funds guarantee investors own less bargain priced stocks. Here’s an excerpt from the book:…
Stock In Focus – TAM Stock Screener – Industrias Bachoco, S.A.B. de C.V. (NYSE: IBA)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…- Mauboussin – Turn And Face The StrangeIn their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discussed Mauboussin – Turn And Face The Strange. Here’s an excerpt fr…
- This Week’s Best Value Investing News, Research, Podcasts 10/1/2021This week’s best investing news: Billionaire Charlie Munger’s Timely Apartment Bet Began With Hebrew Bible (Bloomberg) Panic Selling More Likely Among Older Men (Validea) The Ef…
This Acquirers Multiple Stock Is Appearing In Dalio, Grantham, Gayner 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…- Brandes Investment: Technologies May Change: Investing Fundamentals Don’tIn their latest article titled – Dangerous Thinking: This Time Is Different, Brandes Investment Partners discusses the danger in thinking that this time is different due to chan…
- Charlie Munger: There Are Many Ways To Succeed In InvestingDuring this Berkshire Hathaway Annual Meeting, Charles Munger explains why the investment world is full of people who are succeeding based on quite different sorts of talent. He…