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- Tweedy Browne: Rotation To Value Will ContinueIn their latest Q2 2021 Market Commentary, Tweedy Browne says that the rotation to value is set to continue. Here’s an excerpt from the commentary: Looking forward, the question…
VALUE: After Hours (S03 E29): Lumber; Einhorn’s Greenlight Letter; 17.5% Yearly Return ExpectationsIn this episode of the VALUE: After Hours Podcast, Jake Taylor, Mike Mitchell, and Tobias Carlisle chat about: The Real Cause Of The Lumber Spike David Einhorn’s Q2 2021 Letter …- One Stock Superinvestors Are Buying Or HoldingAs 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…
- Michael Mauboussin: Everything Is a DCF ModelIn his latest paper titled – Everything Is A DCF Model, Michael Mauboussin discusses DCF models, and why they still remain relevant today. Here’s an excerpt from the paper: A Ma…
- Prem Watsa: Only In The Stockmarket Can You Get These Unbelievable ValuationsIn his recent interview on the Delphi Economic Forum, Prem Watsa discussed the two-tier economy and high-tech valuations. Here’s an excerpt from the interview: So the two-tier m…
The El Farol Bar ProblemIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The El Farol Bar Problem. Here’s an excerpt from the episode: Jake: This is t…- 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…
GMO: Japan Value And Small Cap Value Stocks Are CheapIn their latest paper titled – JAPAN VALUE An Island of Potential in a Sea of Expensive Assets, GMO explain why Japanese value and small cap value stocks are cheap. Here’s an ex…- Joel Greenblatt: Forget All The Verbiage Around Value InvestingIn his latest interview on the Finance Simplified Podcast, Joel Greenblatt discusses how he simplifies his valuation process, despite all the verbiage around value investing. He…
- Investing Lessons From Scott, Scurvy & Vitamin CIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Investing Lessons From Scott, Scurvy & Vitamin C. Here’s an excerpt from the …
- Michael Burry: Special-Issue Intelligent InvestingIn his 2001 Shareholder Letter, Michael Burry discussed his “special-issue intelligent investing” strategy. Here’s an excerpt from the letter: When I stand on my special-issue “…
- Alta Fox: Creating A “Wall Of Fame” Of Ultra Successful Value CreatorsIn his latest Q2 2021 Market Commentary, Connor Haley explains why Alta Fox is creating a “Wall of Fame” that will include ultra-successful value creators. Here’s an excerpt fro…
- Howard Marks: Why Follow Macro Forecasters Who Don’t Disclose Their Track Records?In his latest memo titled – Thinking About Macro, Howard Marks provides his thoughts on macro-investing, inflation, the Fed, and gold. On the subject of macro forecasters he say…
- Ken Fisher 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…
- Popular Factors Underperform In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Popular Factors Underperform. Here’s an excerpt from the episode: Jake: The…
- David Herro: Increased Volatility Is Great For Long-Term Value InvestorsIn his recent interview with Morningstar, David Herro discussed why increased volatility and price dislocation is great for long-term value investors. Here’s an excerpt from the…
- Stock In Focus – TAM Stock Screener – Dicks Sporting Goods Inc (NYSE: DKS)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…
- Value Investors Misunderstand LeverageIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Value Investors Misunderstand Leverage. Here’s an excerpt from the episode: B…