In their recent episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discussed The Market Loves To Destroy Hubris. Here’s an excerpt from the episode: Ian: I find with investing especially, I think, we talked about before we came on live. I think this industry and finance and … Read More
Michael Mauboussin: Warren Buffett Says – When You Find Yourself In A Hole, The First Thing You Do Is Stop Digging
In his recent interview with WHG Clube do Livro, Michael Mauboussin discussed one example of how companies destroy wealth. Here’s an excerpt from the interview: Mauboussin: The third observation is that if you’re not earning your cost of capital, growth is bad. The faster you grow the more wealth you’re … Read More
Jeffrey Gundlach: Why A Recession Is Likely In 2023
In his recent interview with Fox Business, Jeffrey Gundlach explained why a recession is likely in 2023. Here’s an excerpt from the interview: Gundlach: We’re starting to see the real reasons to believe that… maybe not here in 2022, but in 2023, we may see a real recession because let’s … Read More
Seth Klarman Top 10 Holdings – Q1 2022, Buys ENC, FISV, GOOG, DBX, GTN
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 their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More
VALUE: After Hours (S04 E018): Warren Buffett v Cathie Wood, Small Cap Value and Growth, Dopamine
In their latest episode of the VALUE: After Hours Podcast, Ian Cassel, Jake Taylor, and Tobias Carlisle discuss: The Market Loves To Destroy Hubris Warren Buffett vs Cathie Wood During Drawdowns – Add A New Position Or Buy More Of What You Have? Keep Track Of Your Unforced Errors One … Read More
What A Difference 12 Months Makes @ycharts
Here’s a list of some of the most popular names just 12 months ago. What a difference 12 months makes. Peloton Interactive Inc (PTON) – Down 83.35% Zoom Video Communications Inc (ZM) – Down 67.31% GameStop Corp (GME) – Down 40.19% Telsa Inc (TSLA) – Down 34.62% GME data by … Read More
Stock In Focus – TAM Stock Screener – Eagle Bulk Shipping Inc (EGLE)
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 Screeners. One of the cheapest stocks in our Stock Screeners is: Eagle Bulk Shipping Inc (EGLE) Eagle Bulk Shipping Inc operates in … Read More
Chart Of The Week: Biggest Losers – S&P 500 – YTD @ycharts
As part of a new weekly feature here at the Acquirer’s Multiple we’ll be providing some of our favorite charts of the week from @ycharts. This week we’ll take a look at the biggest losers YTD in the S&P 500. Netflix – down 71.09% Paypal Holdings Inc – 60.57 Align … Read More
This Week’s Best Value Investing News, Podcasts, Interviews (5/13/2022)
This week’s best investing news: Deflating Narratives & A Diet of Cheap Money (Jamie Catherwood) The Fed & the Bond Market (Verdad) A Few Beliefs (Collaborative Fund) The Most Important Trading Decision (Epsilon Theory) Ray Dalio: An Update from Our CIOs: What Was Coming Is Now Upon Us (Bridgewater) Graham & Doddsville Newsletter Spring … Read More
Charles Munger: Best Quotes From The Berkshire Meeting
In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Tobias Carlisle discussed Charles Munger: Best Quotes From The Berkshire Meeting. Here’s an excerpt from the episode: Jake: Yeah. My favorite quote from the meeting, let me pull this up, so that I don’t– I don’t know … Read More
Is The Home Depot Inc (HD) A Great Value Stock? @ycharts
Based on the improved performance metrics, which we recently added to our stock screens, The Home Depot Inc (HD) could be a great value stock: Home Depot is the world’s largest home improvement specialty retailer, operating more than 2,300 warehouse-format stores offering more than 30,000 products in store and 1 million … Read More
This Acquirers Multiple Stock Appearing In Dalio, Gayner, Greenblatt Portfolios
Part 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 their portfolios. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, … Read More
Dr Daniel Crosby: The One Thing That Most Investors Misunderstand About Investing
In his recent interview on the The Long Term Investor Podcast, behavioral finance expert Dr Daniel Crosby discusses the one thing that most investors misunderstand about investing. Here’s an excerpt from the interview: Crosby: I think the biggest thing that I would say is that they confuse externalities and internalities … Read More
Michael Mauboussin: Investors Should Pay More Attention To Management’s Actions Regarding Buying And Selling Company Stock
In his latest paper titled – Wealth Transfers: Redistribution of Value via Capital Allocation, Michael Mauboussin explains why investors should pay more attention to management’s actions regarding buying and selling the company’s stock. Here’s an excerpt from the paper: Companies can affect wealth in a couple of ways. First, they … Read More
Negotiating Munger Style
In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Tobias Carlisle discussed Negotiating Munger Style. Here’s an excerpt from the episode: Tobias: They had some interesting stories. I like the fact that Charlie couldn’t remember one of the stories that he had told Buffett, Buffett had … Read More
Charles Munger: “We’ve Never Succeeded At Anything That Was Really Hard Where We Didn’t Have Much Aptitude For It”
During the recent Berkshire Hathaway Meeting, Warren Buffett and Charles Munger had a great interaction regarding their early working life and eventual careers. Here’s an excerpt from the meeting: WARREN BUFFETT: But I still preferred working for myself. And, of course, Charlie and I both worked for my grandfather, and … Read More
Chris Bloomstran: Why You Should Never Doubt Warren Buffett Has Lost His Touch
In his recent Berkshire Hathaway Discussion Panel, Chris Bloomstran discusses why you should never doubt Warren Buffett has lost his touch. Here’s an excerpt from the discussion: Bloomstran: If anybody thinks that the chairman and CEO, at 91 years old has lost his touch, as an example of why he’s … Read More
One Stock Superinvestors Are Selling
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 Screeners, based on their latest 13F’s. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth … Read More
What Berkshire’s 10Q Revealed
In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Tobias Carlisle discussed What Berkshire’s 10Q Revealed. Here’s an excerpt from the episode: Jake: Let’s go back to Berkshire a little bit. I thought it might be interesting. This is as close as we’re going to get … Read More
Mario Gabelli & John Rogers – Why Volatility Is Off The Charts
In their recent value investing panel discussion, Mario Gabelli and John Rogers discussed why volatility is off the charts. Here’s an excerpt from the discussion: Gabelli: Now what’s going on in the mechanics of the market was your question. Algos, momos, quants and Robin Hood. We have a generation of … Read More