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Page 286
- Terry Smith: Investing In Bitcoin Is Greater Fool TheoryEarlier this year in his Annual Shareholder Meeting, Terry Smith was asked about his thoughts on investing in Bitcoin. Here’s an excerpt from the meeting: Smith: When I think ab…
This Acquirers Multiple Stock Is Appearing In Paulson, Marks, Ainslie 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…
VALUE: After Hours (S03 E33): Memetics, NFTs, China Crackdown, Housing PricesIn this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: NFTs: The Future of Art Or A Waste Of Money Memetics & Why We Want…
Take Small Positions If The Stock’s ExpensiveDuring their recent interview on The Acquirers Podcast with Tobias, Matt Cochrane, Lead Advisor at 7Investing discussed Take Small Positions If The Stock’s Expensive. Here’s an …- Cliff Asness: The Confusion Around Value InvestingIn this interview on The Bogleheads Podcast, Cliff Asness discussed his time with Gene Fama, and the confusion around value investing. Here’s an excerpt from the interview: Rick…
One Stock Superinvestors Are Buying (NYSE: BABA)As 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…
Are You The Average Of The Five People You Spend The Most Time With?In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Are You The Average Of The Five People You Spend The Most Time With? Here’s a…- #neversell Gets You Through DrawdownsDuring their recent interview on The Acquirers Podcast with Tobias, Matt Cochrane, Lead Advisor at 7Investing discussed #neversell Gets You Through Drawdowns. Here’s an excerpt …
- Peter Thiel: Lessons Learned From Not Participating In The ‘Series B’ Round In FacebookIn this interview with WIRED, Peter Thiel discussed the lessons he learned from not participating in the Series B round in Facebook. Here’s an excerpt from the interview: Thiel:…
One Stock Superinvestors Are Selling (NYSE: WFC)As 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…- Average Up & Bet Hard In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Average Up & Bet Hard. Here’s an excerpt from the episode: Bill: Yeah, this…
- Just Buy The Best CompaniesDuring their recent interview on The Acquirers Podcast with Tobias, Matt Cochrane, Lead Advisor at 7Investing discussed Just Buy The Best Companies. Here’s an excerpt from the i…
- Howard Marks: The ‘We Don’t Invest In Tech’ MisnomerIn this interview with FGV Finance, Howard Marks highlights that while some investors might say, “we don’t invest in tech”, the reality is that you can’t invest in this world an…
David Einhorn 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…- (Ep.127) The Acquirers Podcast: Matt Cochrane – Moat Quality: Wide-Moat, Quality, Growth InvestingIn this episode of The Acquirers Podcast, Tobias chats with Matt Cochrane, Lead Advisor with 7Investing. During the interview Matt provided some great insights into: Moat Attack…
Aswath Damodaran: This Might Explain Why Munger Bought AlibabaIn his latest article titled – China’s Tech Crackdown: Its about Control, not Consumers or Competition!, Aswath Damodaran values four of China’s tech giants, taking into account…
Stock In Focus – TAM Stock Screener – Foot Locker, Inc. (NYSE: FL)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…- Building A ‘Hail Mary’ PortfolioIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Building A ‘Hail Mary’ Portfolio. Here’s an excerpt from the episode: Tobias:…