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VALUE: After Hours (S03 E26): Fighter Pilots, Animal Spirits, Lean Into The PainIn this episode of the VALUE: After Hours Podcast, Jake Taylor, Mike Mitchell, Bill Brewster, and Tobias Carlisle chat about: Fighter Pilots & Investing The Evolution Of Berkshi…- Steven Romick: Achieve Outstanding Results Buying Into FearIn his latest interview on the Masters In Business Podcast, Steven Romick discussed how he achieved outstanding results buying into fear during the pandemic. Here’s an excerpt f…
- 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…
Don’t Capitalize Gains In Your HeadIn their recent episode of the VALUE: After Hours Podcast, Taylor, Mitchell, Brewster, and Carlisle discussed Don’t Capitalize Gains In Your Head. Here’s an excerpt from the epi…- Dan Rasmussen: Moats Are A Useless Speculative TheoryEarlier this year in his interview on Real Vision, Dan Rasmussen explained why moats are a useless speculative theory. Here’s an excerpt from the interview: Rasmussen: But I thi…
- How To Avoid Catastrophic Losses With Disaster InsuranceIn their recent episode of the VALUE: After Hours Podcast, Taylor, Mitchell, Brewster, and Carlisle discussed How To Avoid Catastrophic Losses With Disaster Insurance. While the…
- 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…
- Aswath Damodaran: Forget Growth And Value, Focus On Common Sense InvestingIn his recent interview with MoneyControl, Aswath Damodaran recommends that investors forget about the terms growth and value investing and instead focus on common sense investi…
- Munger – How To Get Really RichIn their recent episode of the VALUE: After Hours Podcast, Taylor, Mitchell, Brewster, and Carlisle discussed Munger – How To Get Really Rich. Here’s an excerpt from the episode…
- Steve Cohen: Top 10 HoldingsOne 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…
- Michael Burry: Volatility Is My FriendIn his 2001 Shareholder Letter, Michael Burry discussed why volatility is the investors friend. Here’s an excerpt from the letter: I have previously written that I strive to dis…
- Warren Buffett: The 5 Risk Factors That An Investor Must AssessIn his 1993 Annual Shareholder Letter, Warren Buffett outlined the five risk factors that an investor must assess before making any investment. Here’s an excerpt from the letter…
- Stock In Focus – TAM Stock Screener – Kirkland Lake Gold Ltd (NYSE: KL)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 7/2/2021This week’s best investing news: Warren Buffett & Charlie – “A Wealth of Wisdom” – Full Transcript (CNBC) How to Work Hard (Paul Graham) The Most Ignored Investing Premium (Vali…
- Deep Survival And The Fear Of Losing MoneyIn their recent episode of the VALUE: After Hours Podcast, Taylor, Mitchell, Brewster, and Carlisle discussed Deep Survival And The Fear Of Losing Money. Here’s an excerpt from …
- Rob Arnott: Value Is As Cheap As It’s Ever Been, With Just 2 ExceptionsIn his latest interview on the Excess Returns Podcast, Rob Arnott explains why value is as cheap as it’s ever been, with the two exceptions of last summer and the peak of the te…
- VALUE: After Hours (S03 E25): Deep Survival And Hedging With Vol, VIX, Puts, $HYG And CashIn this episode of the VALUE: After Hours Podcast, Jake Taylor, Mike Mitchell, Bill Brewster, and Tobias Carlisle chat about: Hussman’s Unhedged Strategy Deep Survival – In Inve…
- This Acquirers Multiple Stock Is Appearing In Royce, Simons, Greenblatt 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…