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- 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…
Original Value vs Expected Mean ReversionIn this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Original Value vs Expected Mean Reversion. Here’s an excerpt from the episode:…
High-Profile Chapter 11sIn their recent episode of The Acquirers Podcast with Tobias, Max Frumes and Sujeet Indap, co-authors of The Caesars Palace Coup discussed High-Profile Chapter 11s. Here’s an ex…- Buffett & Munger On The Evolution Of Value InvestingIn Robert Hagstrom’s book – Warren Buffett: Inside the Ultimate Money Mind, there’s a great passage on the evolution of value investing, which includes thoughts from Warren Buff…
- (Ep.109) The Acquirers Podcast: Max Frumes & Sujeet Indap – Caesar’s Coup: Value Investing, Corporate Restructuring, Debt & A Bankruptcy BrawlIn this episode of The Acquirers Podcast Tobias chats with Max Frumes and Sujeet Indap, co-authors of The Caesars Palace Coup. During the interview Max and Sujeet provided some …
- Charles Munger’s Top 10 Holdings (Q1 2021)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…
- Li Lu: The Right TemperamentIn his latest fireside chat with Bruce Greenwald, Li Lu discusses the temperament required to be a successful investor. Here’s an excerpt from the chat: It is a hallmark of a go…
- Bill Nygren: Value Outperforms Growth Two Consecutive QuartersIn his latest Q1 2021 Market Commentary, Bill Nygren discusses value’s recent outperformance over growth in two consecutive quarters. Here’s an excerpt from the commentary: Foll…
- Stock In Focus – TAM Stock Screener – Meritage Homes Corp (NYSE: MTH)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…
- Adaptive RadiationIn this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Adaptive Radiation. Here’s an excerpt from the episode: Jake: Today’s veggie s…
- This Week’s Best Value Investing News, Research, Podcasts 4/8/2021Here’s a list of this week’s best investing news: Fireside Chat – Value Investing in China with Himalaya Capital’s Li Lu and professor Bruce Greenwald (CBS Greater China Society…
- Acquirer’s Multiple Stock $CMC Appearing In Dalio, Grantham, 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…
Punishing Mistakes Of OthersIn his recent interview on The Acquirers Podcast with Tobias, Evan Tindell, co-founder of Bireme Capital discussed Punishing Mistakes Of Others. Here’s an excerpt from the inter…- VALUE: After Hours (S03 E13): Adaptive Radiation, Undervalued Quality Resurgence, Big Hwang Blows UpIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Adaptive Radiation Original Value vs Expected Mean Reversion Undervalued Quality Re…
- Jamie Dimon: NPV Analysis Fails To Capture ‘True’ ValueIn his latest 2020 letter to shareholders, Jamie Dimon discusses a number of topics including why net present value analysis fails to capture ‘true’ value. Here’s an excerpt fro…
- John Rogers: What I Learned From The Multi-Year Slump In Small Cap And ValueIn his recent interview on The Long View Podcast, John Rogers discussed what he learned from the multi-year slump in small cap and value. Here’s an excerpt from the interview: B…
- One Stock Superinvestors Are BuyingAs 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…
If You Were Born 15 Years Later Would You Still Be A Value InvestorIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed If You Were Born 15 Years Later Would You Still Be A Value Investor. Here’s a…