During their latest episode of the VALUE: After Hours Podcast, Costa, Taylor, and Carlisle discuss Investing Lessons From Earthquakes. Here’s an excerpt from the episode: Tobias: JT, you want to do your veggies? Jake: Yes, sir. So, this week’s veggies, we’re going to call this like the big one for … Read More
Jim Rogers: Two Things You Can Do To Survive The Looming Bear Market
During his recent interview with Real Vision, Jim Rogers discussed the two things you can do to survive the looming bear market. Here’s an excerpt from the interview: Rogers: I hope everybody is very worried, I hope everybody’s scared, I hope everybody’s watching the Deep Dive to figure out what … Read More
Bill Nygren: There’s An ‘Unusual’ Value Opportunity In Banks Today
During his recent interview with Colossus, Bill Nygren explained why there is an ‘unusual’ value opportunity in Banks today. Here’s an excerpt from the interview: Nygren: I think if you look at the past generation or two, where banks trade versus the S&P 500, they’ve typically sold at about two-thirds … 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
Can AI Help Geologists Find Gold?
During their latest episode of the VALUE: After Hours Podcast, Costa, Taylor, and Carlisle discuss Can AI Help Geologists Find Gold?. Here’s an excerpt from the episode: Tobias: Is the lack of the lower grades and just the reduced supply? Is that we’re just getting to the end of what … Read More
Mohnish Pabrai: The Time I Met Michael Burry
During this interview with the mint-Equitymaster Investor Hour, Mohnish Pabrai discusses the time he met Michael Burry. Here’s an excerpt from the interview: Pabrai: So in 2008 I’m making a trip to San Jose, California. Michael Burry’s fund and Michael Burry is based in San Jose, California. And I don’t … Read More
Howard Marks: Investing Success Doesn’t Consist Of Buying Good Things, But Buying Things Well
In this interview with INSEAD students at the Investment Management Club, Howard Marks explains why investing success doesn’t consist of buying good things but buying things well. Here’s an excerpt from the interview: Marks: Now I’m investing in the worst public companies in America, and I’m making money steadily and … Read More
Bill Ackman – 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 E22): Tavi Costa On Commodities And Precious Metals, Energy, China, And Value
In their latest episode of the VALUE: After Hours Podcast, Tavi Costa, Jake Taylor, and Tobias Carlisle discuss: Can AI Help Geologists Find Gold? Investing Lessons From Earthquakes This Is A Value Investing Market AI Closes The Gap Between Large And Small Businesses Emerging Market Assets Ridiculously Cheap Lack Of … 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 $ ABBV AbbVie … 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 -27.93% BAC Bank of America … Read More
5 Book Recommendations From Mohnish Pabrai
Mohnish Pabrai is an American investor and author. He’s best known for his successful investments and having lunch with Warren Buffett. 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 a five book … Read More
This Week’s Best Value Investing News, Podcasts, Interviews (6/9/2023)
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