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- Stock In Focus – TAM Stock Screener – Emcor Group Inc (NYSE: EME)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…
The Fear & Greed IndexDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Fear & Greed Index. Here’s an excerpt from the episode: Tobias: I don…- This Week’s Best Value Investing News, Research, Podcasts 12/11/2020Here’s a list of this week’s best investing news: Billionaires Build (Paul Graham) Forecasting Bond Upgrades and Downgrades (Verdad) The Great Dispersion (Scott Galloway) A Few …
- VALUE: After Hours (S02 E48): Fear And Greed, $SPR And Solitude And LeadershipIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: The Fear & Greed Index Solitude & Leadership $SPR & Investor Behavior Your Favorite…
- William Blair: Prolonged Outperformance Of Value Stocks Going ForwardIn a recent article from global investment bank William Blair, they discuss the prospect of a return to normalcy leading to prolonged outperformance of value stocks going forwar…
- Fred Liu: Invert DCF – Future Cashflows Are ‘Free Options’ In The FutureIn a recent interview with Aaron Edelheit on the mindsetvalue.substack, value manager and Founder of Hayden Capital Fred Liu discussed his value investing strategy and valuation…
- Michael Mauboussin: Why Companies DieSeveral years ago, Michael Mauboussin and his colleagues wrote a great paper titled – Corporate Longevity – Index Turnover and Corporate Performance, which provides some great i…
- Acquirer’s Multiple Stock $HBI Appearing In Dalio, Greenblatt, Gabelli 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…
Best Of 2020 – The Acquirers Podcast: Christopher Bloomstran – Tulip Mania, Berkshire, Buffett And Long-Term CompoundingAs part of our ‘Best of 2020 Acquirers Podcast Series’, earlier this year Tobias had a great interview with Christopher Bloomstran, President and CIO of Semper Augustus Investme…- Peter Lynch: If You Spend 13 Minutes A Year On Economics, You’ve Wasted 10 MinutesSome years ago, Peter Lynch did a great interview with PBS in which he discussed a number of topics including his investing strategy, the success of Fidelity’s Magellan Fund, an…
- GMO: Now Is The Right Time To Exploit The Value OpportunityGMO recently released its Q3 2020 Quarterly Letter in which they discuss the disappointing run that value has had over a number of years and why now is the right time to exploit…
- 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…
Buffett’s Hitting Coach MungerDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Buffett’s Hitting Coach Munger. Here’s an excerpt from the episode: Tobia…
Best Of 2020 – The Acquirers Podcast: Brian Bares – Moat Master: Moats, Management And Long-Term GrowthAs part of our ‘Best of 2020 Acquirers Podcast Series’, earlier this year Tobias had a great interview with Brian Bares. He’s the Founder of Bares Capital Management and author …- Jim Chanos: Right Now People Are Doing Dumb Things With Their MoneyIn his recent interview with Bloomberg, short-seller Jim Chanos discusses why right now people are doing dumb things with their money. Here’s an excerpt from the interview: Chan…
- Oakmark: Why Stocks Are Safer Than CashOakmark recently released its latest commentary titled – Why Stocks Are Safer Than Cash, which provides a great illustration of why investing in stocks is safer than holding cas…
- 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…
- Investors Be ThankfulDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed why Investors Should Be Thankful. Here’s an excerpt from the episode: Jak…