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- John Rogers: Now Is The Time To Buy ValueIn their recent WSJ article titled – How To Understand This Crazy Year And What To Do Now, Ariel’s John Rogers and Melody Hobson discuss the events of 2020 and why they believe …
- Acquirer’s Multiple Stock $KL Appearing In Greenblatt, Simons, Griffin 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…
The Future For Value InvestingDuring his recent interview with Tobias, Andrew Wellington, Co-Founder and Managing Partner at Lyrical Asset Management discussed The Future For Value Investing. Here’s an excer…- Jeremy Grantham: This 4th Largest Bubble Of All Time Will Have A Shockingly Painful EndIn his latest piece titled – Waiting For The Last Dance, Jeremy Grantham discusses why he believes we are in the late stage of this bubble, which he says, “will be recorded as o…
- Bill Miller: The Rotation To Value Is UnderwayIn his recent Q4 2020 Market Commentary, Bill Miller discusses his thoughts on market forecasting, bitcoin, and why he believes the rotation to value is underway. Here’s an exce…
Is $TWTR Mr Market?During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Is $TWTR Mr Market?. Here’s an excerpt from the episode: Jake: This is a …- 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…
- Never Rebalance & Rarely Trim During his recent interview with Tobias, Andrew Wellington, Co-Founder and Managing Partner at Lyrical Asset Management discussed Never Rebalance & Rarely Trim. Here’s an exce…
- What To Do If Value Sucks For The Next 10 YearsDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed What To Do If Value Sucks For The Next 10 Years. Here’s an excerpt from t…
- 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…
- Rob Arnott: Right Now You Want To Be A Value Investor Before The Train Leaves The StationIn a recent panel discussion, which featured as a keynote at the Spark Disruptors Conference, Rob Arnott discussed why right now you want to be a value investor before the train…
- Analyzability – Triaging Your Best IdeasDuring his recent interview with Tobias, Andrew Wellington, Co-Founder and Managing Partner at Lyrical Asset Management discussed Analyzability – Triaging Your Best Ideas. Here’…
- Lawrence Cunningham: Why Buffett Is Impossible To ReplicateIn his recent interview with Stig and Trey on The Investors Podcast, Lawrence Cunningham discusses the virtues and skills that make Warren Buffett impossible to replicate. Here’…
- Dan Loeb Top 10 Holdings (Q3 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…
- (Ep.96) The Acquirers Podcast: Andrew Wellington – Lyrical Value: Deep Value, Quality, Analyzability, And Value TrapsIn this episode of The Acquirers Podcast Tobias chats with Andrew Wellington, Co-Founder and Managing Partner at Lyrical Asset Management. During the interview Andrew provided s…
- Stock In Focus – TAM Stock Screener – Lakeland Industries, Inc. (NASDAQ: LAKE)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…
- Baby Carrots-ZugzwangDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Baby Carrots-Zugzwang. Here’s an excerpt from the episode: Jake: With the…
- This Week’s Best Value Investing News, Research, Podcasts 12/31/2020 (Seasons Greetings!!!)Here’s a list of this week’s best investing news: A Historic Year (Jamie Catherwood) Bill Ackman Has Had Another Blockbuster Year. His Fund Is Still Cheap (Barron’s) Charlie Mun…