Blog
Page 348
- Tweedy Browne: Value Has Rarely, If Ever, Been Cheaper Compared To GrowthIn their latest Q2 2020 market commentary value firm Tweedy Browne discussed the rebound in U.S equities from early March, and that value stocks have rarely, if ever, been cheap…
- Stock In Focus – TAM Stock Screener – Korn Ferry (NYSE: KFY)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…
- This Week’s Best Investing Articles, Research, Podcasts 8/7/2020Here’s a list of this week’s best investing reads: What Always Changes (Collaborative Fund) Big Tech, Anti-Trust & Kodak (Jamie Catherwood) The Keyser Söze of investing – Nichol…
- 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…
- Aswath Damodaran: The 10 Key Perspectives Of ValuationIn his recent four day masterclass at Coronation Capital, Aswath Damodaran discussed corporate finance and business valuation including his ten key perspectives of valuation. He…
- Howard Marks: Munger Wisdom – “It’s Not Supposed To Be Easy. Anyone Who Finds It Easy Is Stupid.”Howard Marks recently released his latest memo titled – Time For Thinking – in which he discussed: The Current Health Crisis Failure To Fix It Not A Cycle What Shape Are We In T…
Value Has A Long History Of Never-Ending Drawdowns And Tiny Intervals Of OutperformanceDuring his recent interview with Tobias, Mikhail Samonov, Founder and CEO of Two Centuries Investments discussed why Value Has A Long History Of Never-Ending Drawdowns And Tiny …- Michael Mauboussin: Public To Private Equity In The United States: A Long-Term LookMichael Mauboussin recently released his latest report on – “Public to Private Equity in the United States: A Long-Term Look.” A multi-decade look at public equities, buyouts, a…
Quants Should Move On From ValueDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Quants Should Move On From Value. Here’s an excerpt from the episode: Tob…- Acquirer’s Multiple Stock $PBR Appearing In Marks, Dalio, Simons 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…
- Studying Historical Markets Makes You A More Resilient InvestorDuring his recent interview with Tobias, Mikhail Samonov, Founder and CEO of Two Centuries Investments discussed why Studying Historical Markets Makes You A More Resilient Inves…
- Superinvestor Tom Gayner: Top 10 Holdings (Q2 2020), Plus Top Buys NVR, OTIS, CARR, PYPLOne 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…
- ROIC, Returns, And Nose-Bleed ValuationsDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed ROIC, Returns, And Nose-Bleed Valuations. Here’s an excerpt from the epis…
- Should Value Investors Double Down?During his recent interview with Tobias, Mikhail Samonov, Founder and CEO of Two Centuries Investments discussed Should Value Investors Double Down?. Here’s an excerpt from the …
- Lakewood Capital: Investors Are Overlooking Out-Of-Favor Value Stocks That Lack A Good ‘Story’Value investing firm Lakewood Capital Management recently released its Q2 2020 saying – a mentality has firmly set in that if a company has prospects for growth, you simply can’…
- Seth Klarman: Q2 2020 – 8 Changes To The Future As We Know ItIn his latest letter to investors, Seth Klarman discussed the possible longer-term ramifications of the COVID-19 Pandemic and included a list of eight changes to the future as w…
- (Ep.78) The Acquirers Podcast: Mikhail Samonov – Two Centuries, Value Backtest To 1825, Excess Returns And Drawdowns From Two Centuries Of ValueIn this episode of The Acquirers Podcast Tobias chats with Mikhail Samonov. He’s the Founder and CEO of Two Centuries Investments, and has extended the value backtest all the wa…
- Superinvestor Rich Pzena: Top 10 Holdings (Q2 2020), Plus Top Buys NRG, AIG, DOWOne 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…