In their latest episode of the VALUE: After Hours Podcast, Vincent Daniel, Porter Collins, Jake Taylor, and Tobias Carlisle discuss: Will We See Another ‘Big Short’? We’re In A Stock-Pickers Market The Intuitive Investor Nasdaq To Reweight Big Tech Dominance Rivian Up 50% For No Good Reason Employment – The … 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 $ UNH UnitedHealth … Read More
This Week’s 10 Worst Performing Mega-Cap Stocks Last 12 Months
Over the past twelve months ten Mega-Cap stocks have underperformed all others. Mega-Caps are defined by $200 Billion Market Cap or more. Here’s this week’s top 10 worst performing Mega-Caps in the last twelve months: Symbol Name 1 Year Price Returns (Daily) PFE Pfizer Inc -31.90% ABBV AbbVie Inc -11.53% … Read More
5 Book Recommendations By Jamie Dimon
Jamie Dimon is an American business executive and banker. He has been the chairman and chief executive officer of JPMorgan Chase since 2005. He has recommended a number of books that have influenced his thinking and approach to investing. While this list is by no means complete, here are some … Read More
This Week’s Best Value Investing News, Podcasts, Interviews (7/14/2023)
This week’s best investing news: Howard Marks Memo – Taking The Temperature (OakTree) Seth Klarman Interview – Grant’s Current Yield Podcast (Grant’s) Using History to Identify Inflection Points (Jamie Catherwood) How Berkshire Hathaway’s Utility Business Became a $90 Billion Win for Warren Buffett (Barron’s) Private Equity Operational Improvements (Verdad) Thomas … Read More
Stock In Focus – TAM Stock Screener – Petroleo Brasileiro SA Petrobras (PBR)
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: Petroleo Brasileiro SA Petrobras (PBR) Petrobras is a Brazil-based integrated energy … Read More
Small-Caps Ready To Rip
During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Small-Caps Ready To Rip. Here’s an excerpt from the episode: Tobias: Yeah. It’s very, very hard to know. I don’t know, I think it looks pretty nasty, but there are plenty of people out there … Read More
Bill Miller: How Peter Lynch Helped Me 50x On One Investment
During his recent interview with Patient Capital Management, Bill Miller explained how Peter Lynch helped him 50x on one investment. Here’s an excerpt from the interview: Miller: So when I got in the business I had someone who knew Peter Lynch. Got me to talk to Peter and said yeah … Read More
Seth Klarman: There’s A Scary Notion Today That Risk Is A Good Thing
During his recent interview with Grant’s Current Yield Podcast, Seth Klarman discussed risk, and the scary notion that exists today that risk is a good thing. Here’s an excerpt from the interview: Klarman: I think that along with the everything bubble has been pretty much a draining out from the … Read More
This Acquirers Multiple Stock Appearing In Dalio, Greenblatt, Cohen 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
Zuck vs Musk – Who Would Win In The Octagon?
During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Zuck vs Musk – Who Would Win In The Octagon?. Here’s an excerpt from the episode: Jake: Yeah. Well, anytime your CEO is distracted with wanting to fight other billionaires in the Octagon, you know, … Read More
Charles Munger: Multitasking Is A Terrible Way To Think
During the 2015 Berkshire Hathaway Annual Meeting, Munger and Buffett discussed the internet and multitasking. Here’s an excerpt from the meeting: CHARLIE MUNGER: Well, he asked are we going to be using the internet. Warren is a big internet user compared to me. And — but — WARREN BUFFETT: I … Read More
Bill Nygren: Value Investing Requires Zigging When The Consensus Is Zagging
In his latest market commentary titled – The High Price Of Low Volatility, Bill Nygren explains why value investing requires zigging when the consensus is zagging. Here’s an excerpt from the commentary: Nygren: Value investing requires zigging when the consensus is zagging. We believe that index fund investors have become … 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
AI Has The Animal Spirits Going Again
During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed AI Has The Animal Spirits Going Again. Here’s an excerpt from the episode: Bill: I think what’s closer to reality is that AI got some animal spirits going again. Jake: Yeah, that’s true. Bill: I … Read More
Howard Marks: 7 Ways To Take The Temperature Of The Market
In his most recent memo titled – Taking The Temperature, Howard Marks outlines seven ways that investors can take the current temperature of the market. Here’s an excerpt from the memo: For me, the things one must do fall under the general heading of “taking the temperature of the market.” … Read More
Terry Smith: Focus On Fundamentals, Forget Macro
In his latest Fundsmith semi-annual letter, Terry Smith reminds investors to focus on fundamentals and forget macro. Here’s an excerpt from the letter: Smith: To sum up, conditions are tougher and our companies are mostly having to cope with slower revenue growth and/or higher input costs. However, that’s what happens … 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
ChatGPT Heading The Same Way As NFTs
During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed ChatGPT Heading The Same Way As NFTs. Here’s an excerpt from the episode: Tobias: I tracked NFTs for a while, but it just got too sad. I tracked the search term, NFT, but NFT, it’s … Read More
Tom Gayner: Never Be In A Hurry To Sell
During his recent fireside chat at the Ben Graham 10th Annual Conference, Tom Gayner explained why you should never be in a hurry to sell. Here’s an excerpt from the chat: Gayner: Sell well, I tell the story about my grandmother, and if some of you know me, you might … Read More