This week’s best investing news: Howard Marks: Real Estate Luminaries Series – Steers Center at Georgetown University (OakTree) Stanley Druckenmiller on How AI is Dominating His Long Portfolio (Bloomberg) Mohnish Pabrai’s Interview at the mint-Equitymaster Investor Hour (MP) Jamie Dimon: The economy is still doing fine (CNBC) Ray Dalio: US … Read More
Stock In Focus – TAM Stock Screener – Alpha Metallurgical Resources Inc (AMR)
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: Alpha Metallurgical Resources Inc (AMR) Alpha Metallurgical Resources Inc is a … Read More
5 Stocks Are Driving The Entire Market
During their latest episode of the VALUE: After Hours Podcast, Carbonneau, Forehand, Taylor, and Carlisle discuss 5 Stocks Are Driving The Entire Market. Here’s an excerpt from the episode: Tobias: What’s Colin’s take on the Fed and the markets? Jack: We haven’t had him on for a while, actually. With … Read More
Warren Buffett: I Should Have Bought Coca-Cola 50 Years Earlier
In his 1989 Berkshire Hathaway Letter, Warren Buffett explains why he should have bought Coca-Cola 50 years earlier than he did. Here’s an excerpt from the letter: This Coca-Cola investment provides yet another example of the incredible speed with which your Chairman responds to investment opportunities, no matter how obscure … Read More
Stanley Druckenmiller: AI Has Dominated My Long Portfolio For 5-6 Months
In this interview with Bloomberg, Stanley Druckenmiller explained how AI has dominated his long portfolio for five to six months. Here’s an excerpt from the interview: Druckenmiller: All of AI is not going to make it through whether we have a recession or not because they haven’t separated the wheat … Read More
This Acquirers Multiple Stock Appearing In Dalio, Gayner, Greenblatt 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
Warren Buffett’s Greatest Attribute – Disciplined Rationality
During their latest episode of the VALUE: After Hours Podcast, Carbonneau, Forehand, Taylor, and Carlisle discuss Warren Buffett’s Greatest Attribute – Disciplined Rationality. Here’s an excerpt from the episode: Jake: So, second observation from this humble little sea squirt is, I think that you have to keep seeking, learning, growing, … Read More
Howard Marks: Will AI Replace Human Investors?
During this interview on The Investor’s Podcast, Howard Marks was asked whether AI will replace human investors. Here’s an excerpt from the interview: Marks: I just don’t think so! This is this is an art form. We have thousands of people with high intelligence try to do these things and … Read More
Warren Buffett: Declining Prices For Businesses Benefit Us
In his 1990 Berkshire Hathaway Letter, Warren Buffett explained why declining prices for businesses benefit them. Here’s an excerpt from the letter: Investors who expect to be ongoing buyers of investments throughout their lifetimes should adopt a similar attitude toward market fluctuations; instead many illogically become euphoric when stock prices … 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
Factor Timing Is Very Very Difficult
During their latest episode of the VALUE: After Hours Podcast, Carbonneau, Forehand, Taylor, and Carlisle discuss Factor Timing Is Very Very Difficult. Here’s an excerpt from the episode: Tobias: I don’t know if you can factor time. I don’t think– it’s almost like factor timing. I don’t think it works, … Read More
Cliff Asness: No-One Would Call Warren Buffett A Quant
During his recent interview with David Rubenstein, Cliff Asness discusses why doesn’t anyone call Warren Buffett a quant. Here’s an excerpt from the interview: Asness: Yeah, it’s related, but it is not the same. And this has caused no end of confusion. What quants call value? And I say quants. … Read More
GMO: Investors Should Consider Shorting Junk Stocks
In their latest Q1 2023 Letter, GMO explained why investors should consider shorting junk stocks. Here’s an excerpt from the letter: Junk stocks not only underperform, but they do so with higher volatility and particularly struggle when times get tough. Hence, Junk companies are interesting candidates for shorting in general … 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
What Impact Will AI Have On Investing?
During their latest episode of the VALUE: After Hours Podcast, Carbonneau, Forehand, Taylor, and Carlisle discuss What Impact Will AI Have On Investing? Here’s an excerpt from the episode: Jack: Yeah. No, this is part of why I became a quant investor, because I’m so bad at trying to analyze … Read More
Mohnish Pabrai: Another Valuable Lesson I Learned From Warren And Charlie
During this Q&A session with the students at JNV Lucknow, Mohnish Pabrai discussed another valuable lesson he learned from Warren Buffett and Charlie Munger. Here’s an excerpt from the session: Pabrai: I think that my view on Dakshana is that it has worked a lot better than I ever thought it … Read More
Howard Marks: There’s Only One Way To Forecast
During this interview at the 2023 Value Investing Conference, Howard Marks discussed the one way to forecast. Here’s an excerpt from the interview: Marks: One of the most insightful questions that I get, and I’ve gotten it a few times since writing that memo, is you make investment decisions with … Read More
Michael Burry – 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
VALUE: After Hours (S05 E21): Justin Carbonneau And Jack Forehand On What Factors Work In The Market
In their latest episode of the VALUE: After Hours Podcast, Justin Carbonneau, Jack Forehand, Jake Taylor, and Tobias Carlisle discuss: What Impact Will AI Have On Investing? Why Factor Timing is So Hard Disciplined Rationality – Warren Buffett’s Greatest Attribute Investing Lessons From Tunicates 5 Stocks Are Driving The Entire … 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 $ JNJ Johnson … Read More