In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Why Warren Buffett Is Buying Energy. Here’s an excerpt from the episode: Tobias: Not a fan. Now, he is buying energy. Is that a narrowing of the opportunity set or is that–? What’s the energy … Read More
10 Big Named Companies Near 52 Week Lows
Over the past twelve months a number of big named companies have been near or below their 52 week low price. Each week we’ll take a look at some of the biggest names currently close to their 52 week lows: Symbol Name Price ($) 52 Week Low ($) 1. MSFT … Read More
10 Big Named Companies Near 52 Week Highs
Over the past twelve months a number of big named companies have been near or above their 52 week high price. Each week we’ll take a look at some of the biggest names currently close to their 52 week highs: Symbol Name Price ($) 52 Week High ($) 1. TMUS … Read More
This Week’s Best Value Investing News, Podcasts, Interviews (9/16/2022)
This week’s best investing news: Mohnish Pabrai’s Talk with CFA Society of Mexico (MP) Ray Dalio: It Starts With Inflation (LinkIn) The MBA Indicator (Verdad) Burry Re-Ups on Gloomy Prediction: ‘We Have Not Hit Bottom Yet’ (Bloomberg) How the Worst Market Timer in History Built a Fortune (CA) Terry Smith’s … Read More
Stock In Focus – TAM Stock Screener – Pfizer Inc (PFE)
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: Pfizer Inc (PFE) Pfizer is one of the world’s largest pharmaceutical … Read More
Warren Buffett Runs Berkshire Like The Fed Should Be Run
In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Warren Buffett Runs Berkshire Like The Fed Should Be Run. Here’s an excerpt from the episode: Jake: I would also push back that every time they asked Buffett and Munger about cost of capital, they … Read More
This Acquirers Multiple Stock Appearing In Dalio, Simons, Singer 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
Tweedy Browne: Price Matters Again
In their recent interview with Advisor Perspectives, the team at Tweedy Browne explained why price matters again and how the future is bright for value investors. Here’s an excerpt from the interview: Bob Wyckoff: We’ve been through a 10-year period, going back to 2012, that’s been a very tough stretch … Read More
Howard Marks: Waiting For The Bottom To Buy Is A Terrible Idea!
In this interview with Chosun Ilbo, Howard Marks explains why waiting for the bottom to buy is a terrible idea. Here’s an excerpt from the interview: Marks: I don’t believe that we can say oh that’s cheap, that’s not cheap with certainty, all we can say for sure is that … Read More
Can Mega-Bears Happen If Everyone Knows It’s About To Happen?
In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Can Mega-Bears Happen If Everyone Knows It’s About To Happen?. Here’s an excerpt from the episode: Tobias: Were you here for the Eye of the– We were talking about the eye of the storm. Was … 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
Michael Mauboussin: Look For Businesses That Have ‘Option Value’
In his recent interview with Motley Fool Money, Michael Mauboussin explains why investors should look for businesses that have ‘option value’. Here’s an excerpt from the interview: Michael Mauboussin: I think there are two big things to think about, and I’m sure this is what you guys are thinking about when … Read More
Stanley Druckenmiller: The Market Is Going To Be Flat For 10 Years
In his latest discussion with Palantir CEO Alex Karp, Stanley Druckenmiller explains why the market is going to be flat for ten years. Here’s an excerpt from the interview: Druckenmiller: Financial markets. First of all full disclosure, I’ve had a bearish bias for 45 years and it had to work … Read More
Trend Following Keeps You Out Of The Waterfall
In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Trend Following Keeps You Out Of The Waterfall. Here’s an excerpt from the episode: Tobias: There’s a good response. “Every day I get a little more weighted toward trend following. I don’t want to be … Read More
One Stock Superinvestors Are Buying
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 Screeners, based on their latest 13F’s. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, … Read More
Joel Greenblatt: 3 Timeless Investing Principles
In his book – The Little Book That Still Beats The Market, Joel Greenblatt provides his three timeless investing principles. Here’s an excerpt from the book: But here comes the big finish. Remember how I told you this chapter was going to be hard to believe? That by using just … Read More
Mohnish Pabrai: Why It’s So Difficult To Replicate Warren Buffett’s Past Returns Today
During his recent interview with the CFA Society of Mexico, Mohnish Pabrai explained why it’s so difficult to replicate Warren Buffett’s past returns today. Here’s an excerpt from the interview: Pabrai: Charlie Munger tells me that if Warren and he was starting out today they could not do what they … Read More
Tera-Caps and Tech Outperformance
In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Tera-Caps and Tech Outperformance. Here’s an excerpt from the episode: Tobias: Fellas, let me kick it off with these things. Jake: Yeah, bring it. Tobias: Because I just have some statistics. It’s not going to … Read More
Warren Buffett: Why We Don’t Do More Due Diligence
During the 2016 Berkshire Hathaway Annual Meeting, Warren Buffett and Charles Munger explained why they don’t do more due diligence when buying companies. Here’s an excerpt from the meeting: WARREN BUFFETT: Yeah. I get that question fairly often, sometimes — often from lawyers. In fact, our own — we talked … Read More
John Rogers: When To Sell Stocks
In his recent interview with The World According To Boyar, Jim Rogers discusses his sell strategy. Here’s an excerpt from the interview: Rogers: There’s two reasons we sort of touched on a little bit. One is the question, stocks get to be expensive. And typically when they’re getting expensive, they’re … Read More