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- This Week’s Best Value Investing News, Research, Podcasts 7/30/2021This week’s best investing news: Equity Investing in Inflationary Environments (Verdad) Low Demand, Low Supply, High Price Expectations (Epsilon Theory) What Drives Bond Yields?…
- Royce: Small Cap Quality Continues To OutperformIn his latest commentary titled – The Boring, But Timely, Case for Quality, Steve Lipper at Royce explains why small cap quality continues to outperform. Here’s an excerpt from …
- Wally Weitz: It’s Not Supposed To Be EasyIn his latest commentary titled – It’s Not Supposed To Be Easy, Wally Weitz uses one of Charlie Munger’s age-old quotes to explain the current investing environment. Here’s an e…
- Charles Munger: The Chinese Economy Will Continue To Dominate The U.SEarlier this year during the Daily Journal Annual Meeting, Charles Munger explained why the Chinese economy will continue to dominate the U.S economy. Here’s an excerpt from the…
- This Acquirers Multiple Stock Is Appearing In Dalio, Simons, 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 E28): Scott, Scurvy And The South Pole; El Farol Bar Problem; Misunderstood LeverageIn this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Value Investors Misunderstand Leverage Investing Lessons From Scot…
Why Foreign Investors Perform Well In ChinaDuring his recent interview on The Acquirers Podcast with Tobias, Vivek Viswanathan, portfolio manager of the Rayliant Quantamental China Fund discussed Why Foreign Investors Pe…- Rich Pzena: No One Believes Value Will Work Until it Already HasIn his recent Q2 2021 Earnings Call, Rich Pzena discussed the current climate for value investors saying, “Almost no one believes value will work until it already has”. Here’s a…
- 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…
What Can We Learn From Robinhood’s S1In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed What Can We Learn From Robinhood’s S1. Here’s an excerpt from the episode: To…- How China Cut-Off Short SellingDuring his recent interview on The Acquirers Podcast with Tobias, Vivek Viswanathan, portfolio manager of the Rayliant Quantamental China Fund discussed How China Cut-Off Short …
- David Einhorn: Value Stocks Are Starved Of CapitalIn his latest Q2 2021 shareholder letter, David Einhorn discussed why he believes inflation is not transitory saying, “we remain positioned on the other side, as there are and w…
- Akre Focus: Mark Leonard Is One Of The Best Capital Allocators Of Our GenerationIn this recent interview with Barron’s, John Neff and Chris Cerrone of the Akre Focus Fund discuss the durable competitive advantage of software businesses and what makes Conste…
- 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…
- What’s A Value Investor Supposed To Do?In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed What’s A Value Investor Supposed To Do? Here’s an excerpt from the episode: T…
- Why Chinese Companies Don’t Like To Report LossesDuring his recent interview on The Acquirers Podcast with Tobias, Vivek Viswanathan, portfolio manager of the Rayliant Quantamental China Fund discussed Why Chinese Companies Do…
- Li Lu: China Is One Of The Best Markets For Value InvestorsIn an interview earlier this year with Bruce Greenwald, Li Lu discussed why China is one of the best markets for value investors. The interview was transcribed on roiss.substack…
- Michael Burry: Markets Are Anything But RandomIn his Q1 2008 shareholder letter, Michael Burry discussed Nassim Taleb’s Black Swan Theory and why he believes markets are anything but random. Here’s an excerpt from the lette…