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- Charlie Munger: We Like Businesses That Stand A Lot Of Mismanagement But Don’t Get ItEarlier this year at the Redlands Forum Charlie Munger spoke about a number of topics including what makes a great business for investment. Here’s an excerpt from the interview:…
(Ep.75) The Acquirers Podast: Paul Andreola – Canada Micro – Public And Private Investing, Small And Micro, And TechIn this episode of The Acquirers Podcast Tobias chats with Paul Andreola, Founder and Editor at Small Cap Discoveries, and he’s currently ranked number one in the MicroCapClub. …- Bill Nygren: High P/E Stocks Like Alphabet And Facebook Are ‘Value Stocks’In his latest Q2 2020 market commentary Bill Nygren provided some great insights into his definition of ‘value stocks’ and the reasons why stocks with high P/E’s like Alphabet a…
- Stock In Focus – TAM Stock Screener – ManpowerGroup Inc. (NYSE: MAN)As part of a new series here at The Acquirer’s Multiple, we’re providing a new feature called ‘Stock in Focus‘ where we focus on one of the stocks from our Stock Screeners. One …
Ghost Town EconomicsDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Ghost Town Economics. Here’s an excerpt from the episode: Jake: This one …- This Week’s Best Investing Articles, Research, Podcasts 7/10/2020Here’s a list of this week’s best investing reads: Explaining the 2020 Stock Market (A Wealth of Common Sense) An American History (Jamie Catherwood) Lots of Things Happening At…
- David Abrams: The Great Illusion Of The Stock MarketIn David Abram’s Introduction to Part VII of Security Analysis: Sixth Edition he provided a warning for investors who believe it’s easy to make money in the stock market. This i…
- One Stock Superinvestors Are Buying Or Holding (20)As 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…
- VALUE: After Hours (S02 E27): Ghost Town Economics, $UAL Mileage Bonds, Do Fundamentals Matter?In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Ghost Town Economics The Problem With $UAL Securing A New $5 Billion Loan Using Its…
A Correlation Between Value Investing And Interest RatesDuring his recent interview with Tobias, Cliff Asness, Co-Founder of AQR discussed A Correlation Between Value Investing And Interest Rates. Here’s an excerpt from the interview…- Warren Buffett: Why Utility Businesses Make Good InvestmentsIt’s no surprise that Warren Buffett recently agreed to buy Dominion Energy’s natural gas assets in a $10 billion deal. Back in 1998, in a lecture at the University of Florida S…
- TAM Stock Screener – Stocks Appearing In Dalio, Greenblatt, Einhorn 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…
How Would A Young Warren Buffett Invest Today?During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed How Would A Young Warren Buffett Invest Today? Here’s an excerpt from the…- Does Price-To-Book Still Work?During his recent interview with Tobias, Cliff Asness, Co-Founder of AQR discussed Does Price-To-Book Still Work? Here’s an excerpt from the interview: Tobias: I wonder if I cou…
- Julian Robertson: The Best Way To Invest Is To Go Long And Short StocksIn this interview with the Graham & Doddsville Newsletter investing legend Julian Robertson provided some great insights into the best way to invest. Here’s an excerpt from the …
- Munger’s FOMO Moment Made Him MillionsDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed how Munger’s FOMO Moment Made Him Millions. Here’s an excerpt from the ep…
- Do Fundamentals Still Matter?During his recent interview with Tobias, Cliff Asness, Co-Founder of AQR discussed Do Fundamentals Still Matter? Here’s an excerpt from the interview: Tobias: That’s a good segu…
- (Ep.74) The Acquirers Podast: Cliff Asness – Cliff’s Perspective, Systematic Value. Do Fundamentals Matter?In this episode of The Acquirer’s Podcast Tobias chats with Cliff Asness, Co-Founder of AQR. During the interview Cliff provided some great insights into: Systematic Value Inves…