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 Screeners. One of the cheapest stocks in our Stock Screeners is: Stellantis NV (STLA) Stellantis NV was formed on Jan. 16, 2021, … Read More
Warren Buffett: Why IPOs Can Be Painful for Investors
During their latest episode of the VALUE: After Hours Podcast, Hasson, Taylor, and Carlisle discussed Warren Buffett: Why IPOs Can Be Painful for Investors. Here’s an excerpt from the episode: Jake: There was actually a pretty clever study that was done of 16,000 US firms since 1975. What they did was … Read More
Warren Buffett: A Public Opinion Poll Is No Substitute For Thought
In his 1965 Buffett Partnership Letter, Warren Buffett explains why he derives no comfort because important people, vocal people, or great numbers of people agree with him. Nor does he derive comfort if they don’t. A public opinion poll is no substitute for thought, he says. Here’s an excerpt from … Read More
Howard Marks: How To Take The Market’s Temperature
In his book, The Most Important Thing, Howard Marks explains why being alert to what’s going on and taking the market’s temperature, can help us gain a better understanding of the investment climate and make better investment decisions. Here’s an excerpt from the book: When I say that our present … Read More
This Acquirers Multiple Stock Appearing In Buffett, Dalio, Simons Portfolios
Part 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 their portfolios. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, … Read More
Timing The Bottom Can’t Be Done
During their latest episode of the VALUE: After Hours Podcast, Hasson, Taylor, and Carlisle discussed Timing The Bottom Can’t Be Done. Here’s an excerpt from the episode: Tobias: I tried to time the bottom, like find some way of systematic way of timing the bottom. There is none. I just … Read More
One Stock Superinvestors Are Selling
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 Screeners, based on their latest 13F’s. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth … Read More
Guy Spier: Listen To Charles Munger When It Comes To Trimming Positions
In this interview with William Green, Guy Spier discusses the challenge of deciding whether to trim investments when the valuation of a position has greatly appreciated. Here’s an excerpt from the interview: Spier: In the Berkshire case we can take the example of Coca-Cola, where that investment has been held … Read More
Lee Ainslie: How To Incrementally Improve Your Investing Odds
During this interview with Invest Like The Best, ‘Tiger Cub’ Lee Ainslie explains why successful investing is not about finding a magic formula, but about incrementally improving your odds. Here’s an excerpt from the interview: Ainslie: I always felt investing is really a matter of doing everything you can to … Read More
Factors Influencing The Success And Longevity Of Public Companies
During their latest episode of the VALUE: After Hours Podcast, Hasson, Taylor, and Carlisle discussed Factors Influencing The Success And Longevity Of Public Companies. Here’s an excerpt from the episode: Tobias: JT, do you want to do your veggies before we run out of time? Jake: [laughs] So, this is … Read More
Charles Munger: Value Investing Will Never Go Out Of Style
During the 2021 Daily Journal Annual Meeting, Charles Munger explained why value investing will never go out of style. Here’s an excerpt from the meeting: Charlie Munger: Well, that is easy. Value Investing will never go out of style. Because value investing—the way I conceive it—is always wanting to get … Read More
Warren Buffett: Ignore Original Costs When Reviewing Your Portfolio
During the 2009 Berkshire Hathaway Annual Meeting, Warren Buffett explained why you should ignore your original costs when reviewing your portfolio. Here’s an excerpt from the meeting: AUDIENCE MEMBER: Hello, Mr. Buffett. Sorry, about that. Mr. Buffett and Mr. Munger, my name’s Kelly Cardwell from Warrenville, Illinois. Guys, if either … Read More
One Stock Superinvestors Are Buying
As 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 Screeners, based on their latest 13F’s. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, … Read More
Michael Burry’s Market Calls
During their latest episode of the VALUE: After Hours Podcast, Hasson, Taylor, and Carlisle discussed Michael Burry’s Market Calls. Here’s an excerpt from the episode: Tobias: It’s been the same way the whole way through. To be fair, Burry has called eight of the last two crashes, but he’s got … Read More
Jeremy Grantham: Recession Coming & Running Deep Into Next Year
During his recent interview with Bloomberg, Jeremy Grantham is predicting the likelihood of a recession running deep into next year, accompanied by a drop in stock prices. Here’s an excerpt from the interview: Grantham: The deflationary forces from the tech stocks breaking in 2021 probably too big. The power of … Read More
Mohnish Pabrai: When ‘Never-Sell’ Is The Best Investing Strategy
During this interview with Weekly On Stocks, Mohnish Pabrai discusses when ‘never-sell’ is the best investing strategy. Here’s an excerpt from the interview: Pabrai: One of the biggest mistakes I have made many, many times in my investing career is I have repeatedly sold very good businesses because they appeared … Read More
VALUE: After Hours (S05 E30): Kyler Hasson on Quality, Value, $AMZN, and Mauboussin’s Whitepaper
In their latest episode of the VALUE: After Hours Podcast, Kyler Hasson, Jake Taylor, and Tobias Carlisle discuss: Michael Burry’s Market Calls Factors Influencing The Success And Longevity Of Public Companies Timing The Bottom Can’t Be Done Why You Shouldn’t Invest In IPO’s How Do You Extract Cash From Google? … Read More
Jeremy Grantham – Top 10 Holdings – Latest 13F
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 their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More
What Is The Real Value Of Meta Platforms Inc (META) Using A Simple DCF
As part of a new series, each week we’re going to conduct a DCF on one of the companies in our screens. This week the stock is Meta Platforms Inc (META). We currently have the stock on an Acquirers Multiple of 20.70. Profile Meta is the world’s largest online social … Read More
This Week’s 10 Big Named Companies Near 52 Week Lows
Over the past twelve months a number of big named companies have been near or below their 52 week low price. Each week we’ll take a look at some of the biggest names currently close to their 52 week lows: Symbol Name Price $ 52 Week Low $ PFE Pfizer … Read More