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The Impact Of China’s Widening CrackdownIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Impact Of China’s Widening Crackdown. Here’s an excerpt from the episode:…
The New Value FactorDuring his recent interview on The Acquirers Podcast with Tobias, David Trainer, CEO of New Constructs discussed The New Value Factor. Here’s an excerpt from the interview: Tobi…- Rob Arnott: You Need Courage To Invest In Value StocksIn his recent interview on WealthTrack, Rob Arnott discussed the courage needed to invest in value stocks. Here’s an excerpt from the interview: Arnott: With value investing you…
- Against The Gods: The Theory Police & When It Really CountsIn Peter Bernstein’s classic investing book – Against The Gods, he discusses how the abundance of market irrationality actually makes the market appear rational. Here’s an excer…
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…- Companies That Tell The Truth OutperformDuring their recent interview on The Acquirers Podcast with Tobias, David Trainer, CEO of New Constructs discussed Companies That Tell The Truth Outperform. Here’s an excerpt fr…
- Memetics – How Peter Thiel Turned $500K Into $1 Billion+In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Memetics – How Peter Thiel Turned $500K Into $1 Billion+. Here’s an excerpt f…
- Howard Marks: There Are No Sure Things In InvestingIn his recent interview on The Investors Podcast, Howard Marks discussed comparisons between the Nifty 50 and the FAANG stocks of today, and why there are no sure things in inve…
Bill Ackman 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…- Aswath Damodaran: Value Investors Should Consider Young Growth Money Losing CompaniesIn his recent interview on Business Today, Aswath Damodaran discussed why value investors should consider young growth money losing companies at the right price. Here’s an excer…
- (Ep.128) The Acquirers Podcast: David Trainer – Core Earnings, New Data On Excess Alpha From Earnings DistortionsIn this episode of The Acquirers Podcast, Tobias chats with David Trainer, CEO of New Constructs. During the interview David provided some great insights into: Truth Stocks Earn…
- Aswath Damodaran: When Someone Tells You The Market’s Expensive, Check Out Their AgeIn this interview with Nirmal Bang, Aswath Damodaran recommends that when someone tells you the market’s expensive, you should check out their age. Here’s an excerpt from the in…
- Cliff Asness: Shorting Your Way to a Greener TomorrowIn his latest insight titled – Shorting Your Way To A Greener Tomorrow, Cliff Asness examines the use of shorting in an ESG context. Here’s an excerpt from the insight: My colle…
Stock In Focus – TAM Stock Screener – SciPlay Corp (NASDAQ: SCPL)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 9/10/2021This week’s best investing news: The Panic Series (Pt. I) – 1792 (Jamie Catherwood) The Butterfly Effect (Verdad) Betting on change (Neckar) Legendary Investor Warren Buffett Pr…
- NFTs: The Future of Art Or A Waste Of MoneyIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed NFTs: The Future of Art Or A Waste Of Money. Here’s an excerpt from the episo…
- Warren Buffett: Beware Of Investment Activity That Produces ApplauseIn his 2008 shareholder letter, Warren Buffett discussed the U.S Treasury Bond bubble of 2008 and why investors should beware of investment activity that produces applause. Here…
- Michael Mauboussin: Investors Won’t Make Good Decisions That May Appear Wrong In The Short-TermIn his latest paper titled – Turn and Face the Strange – Overcoming Barriers to Change in Sports and Investing, Michael Mauboussin discusses the reasons why sporting organizatio…