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- Stanley Druckenmiller: How To Avoid Down YearsAs part of his latest interview on Talks at GS, Stanley Druckenmiller discussed how he has avoided down years. Here’s an excerpt from the interview: Tony Pasquariello: I’d like …
- Acquirer’s Multiple Stock $BIIB Appearing In Buffett, 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…
Valuing ThriftsDuring his recent interview with Tobias, Jim Royal Ph D, the author of The Zen of Thrift Conversions: How To Turn Hidden Bank Stocks Into Big Gains, discussed Valuing Thrifts. H…
VALUE: After Hours (S03 E04): Gored Bullfighters, $GME And Wall Street Bets, Value Is The DriverIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Gored Bullfighters $GME And Wall Street Bets Value Is The Driver How Big To Swing A…- Aswath Damodaran: A Warning For Investors That Are Considering Joining The ‘If You Can’t Beat Them, Join Them’ CrowdIn his latest interview on CNBC, Aswath Damodaran provides a warning to investors who may be considering joining the ‘If you can’t beat them, join them crowd’. Here’s an excerpt…
- 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…
The Apocryphal Pig FarmerDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Apocryphal Pig Farmer. Here’s an excerpt from the episode: Tobias: We…
Thrift Conversions Are Classic Value InvestingDuring his recent interview with Tobias, Jim Royal Ph D, the author of The Zen of Thrift Conversions: How To Turn Hidden Bank Stocks Into Big Gains, discussed Thrift Conversions…
Tweedy Browne: The Historical Tug of War Between Growth and ValueTweedy Browne recently released a great paper titled – The Historical Tug of War Between Growth and Value, which shows that empirically a differential of at least 1,000 basis po…
Thrifts – Getting Top Professionals To Work For You For Free During his recent interview with Tobias, Jim Royal Ph D, the author of The Zen of Thrift Conversions: How To Turn Hidden Bank Stocks Into Big Gains, discussed Thrifts – Gettin…
Pabrai And Marks Abandon Deep ValueDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Pabrai And Marks Abandon Deep Value. Here’s an excerpt from the episode: …- 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…
Rich Pzena: The Beginning Of The Great Rotation To Value?In his latest webinar titled – The Beginning Of The Great Rotation To Value?, Rich Pzena provides his thesis on why we could be at the beginning of another great rotation to val…- Ken Fisher 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…
- Cathie Wood: How Exponential Growth Is Changing The Deep Value LandscapeIn her recent interview on The Investors Podcast, Cathie Wood discussed a number of topics including how exponential growth is changing Ark’s deep value landscape. Here’s an exc…
(Ep.100) The Acquirers Podcast: Jim Royal – Thrift Conversion, The Zen Of Thrift Conversions, Small Bank Stocks And ActivismIn this episode of The Acquirers Podcast Tobias chats with Jim Royal Ph D. He’s the author of The Zen of Thrift Conversions: How To Turn Hidden Bank Stocks Into Big Gains. Durin…- Stock In Focus – TAM Stock Screener – SYNNEX Corporation (NYSE: SNX)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…
Ketchup PhysicsDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Ketchup Physics. Here’s an excerpt from the episode: Jake: All right, so …