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- Howard Marks: How Value Investors Can Gain An EdgeIn his latest interview with The Ivey Business School, Oaktree’s Howard Marks recalls the story of the time he was speaking with a famous value investor who did well in 1999, wh…
- Bill Ackman: The Attributes We Look For In A Great BusinessIn his latest interview with Interactive Investor, Pershing Square’s Bill Ackman was asked about what attributes a stock must have to make it into his Pershing Square portfolio.…
- 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…
- Vitaliy Katsenelson: How Much Margin Of Safety Do You NeedIn this presentation with Indiana University MBA and MsF students, Vitaliy Katsenelson takes a deep dive into his approach to investing, including how to think about margin of s…
- Tweedy Browne: The Near-Term Prospects For Value InvestorsIn their latest Q1 2021 Letter, Tweedy Browne discuss the near-term prospects for value investing. Here’s an excerpt from the letter: Despite rising valuations, we continue to u…
Investing Lessons From The Dutch Famine Of 1944-45In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Investing Lessons From The Dutch Famine Of 1944-45. Here’s an excerpt from th…
Value Investors Are Too Meta-AnalyticalDuring his recent interview on The Acquirers Podcast with Tobias, Dan Rasmussen of Verdad Capital discussed Value Investors Are Too Meta-Analytical. Here’s an excerpt from the i…
Berkshire Hathaway’s Share Buyback Summary Q1 2021In his latest Q1 2021 Berkshire Hathaway Letter, Warren Buffett discusses all of the company’s share buybacks in Q1 2021. Here’s an excerpt from the letter: Berkshire’s common s…- Aswath Damodaran: The 7 Deadly Sins In AcquisitionsIn his latest investing session titled – Acquirers’ Anonymous: Seven Steps to Sobriety, Aswath Damodaran discusses the seven deadly sins in acquisitions. Here’s an excerpt from …
- 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…
- Fading To AverageIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Fading To Average. Here’s an excerpt from the episode: Tobias: If you’re conf…
- Marrying Baupost And BridgewaterDuring his recent interview on The Acquirers Podcast with Tobias, Dan Rasmussen of Verdad Capital discussed Marrying Baupost And Bridgewater. Here’s an excerpt from the intervie…
- Stanley Druckenmiller: Top 10 Holdings (Q4 2020)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…
- Rich Pzena: This Is The Beginning Of A Long Pro-Value CycleIn his latest Q1 2021 Earnings Call, Rich Pzena explained why this is beginning of a long pro-value cycle. Here’s an excerpt from the call: Last quarter in these remarks, I obse…
- Warren Buffett: I Do Not Think The Average Person Can Pick StocksIn his latest 2021 Berkshire Annual Meeting, Warren Buffett reiterated what he has been saying for many years, and that is that the average person cannot pick stocks and should …
- (Ep.112) The Acquirers Podcast: Dan Rasmussen – Countercyclical: Small-Caps, Crisis And A Cycle-Driven Approach To Asset AllocationIn this episode of The Acquirers Podcast, Tobias chats with Dan Rasmussen of Verdad Capital who discusses his new paper Countercyclical Investing. During the interview Dan provi…
- Stock In Focus – TAM Stock Screener – Turkcell Iletisim Hizmetleri A.S. (NYSE: TKC)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…
- Francois Rochon – Flexible ValuationsIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Francois Rochon – Flexible Valuations. Here’s an excerpt from the episode: To…