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
Warren Buffett – 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 E19): John Rotonti On The $30 Billion Stock No-One Knows, Berkshire And Buffett
In their latest episode of the VALUE: After Hours Podcast, John Rotonti, Jake Taylor, and Tobias Carlisle discuss: Warren Buffett Buys Wonderful Companies Cheap What Happens To You Physically During A Market Crash New Technology – From Fire To AI The $30 Billion Stock No-One Knows Berkshire Hathaway – Retained … 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
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) TSLA Tesla Inc -31.52% PFE Pfizer Inc -28.42% … Read More
5 Book Recommendations From Jeremy Grantham
Jeremy Grantham, the renowned investor and co-founder of Grantham, Mayo, & van Otterloo (GMO), has recommended a number of books over the years. Here are five book recommendations from Jeremy Grantham. These book recommendations can be found in various interviews, speeches, and writings by Grantham: “The Most Important Thing Illuminated: … Read More
Stock In Focus – TAM Stock Screener – Alphabet Inc (GOOGL)
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: Alphabet Inc (GOOGL) Alphabet is a holding company. Internet media giant … Read More
This Week’s Best Value Investing News, Podcasts, Interviews (5/19/2023)
This week’s best investing news: Bill Ackman’s Pershing Square unveils new stake in Alphabet (Globe & Mail) Oaktree’s Howard Marks warns of crunch time for private credit (FT) Michael Burry Loaded Up on Bank Stocks in Tumultuous Quarter (Bloomberg) DEF VIII – Fireside Chart – Prem Watsa and Stelios Morfidis … Read More
Generating Alpha With Asymmetry
During their latest episode of the VALUE: After Hours Podcast, Kao, Taylor, and Carlisle discuss Generating Alpha With Asymmetry. Here’s an excerpt from the episode: Michael: Long story short, during my years at Canyon, they let me have the ball and run with it. I had this idea of creating … Read More
Warren Buffett: Beware The Economic Illiterate And Silver-Tongued Demagogues
In his most recent Berkshire Hathaway Annual Shareholder Letter, Warren Buffett delivered a warning to investors to beware of the economic illiterate and silver-tongued demagogues. Here’s an excerpt from the letter: A very minor gain in per-share intrinsic value took place in 2022 through Berkshire share repurchases as well as … Read More
John Rogers: How Many Stocks Should You Own? – The Sweet Spot
During his recent discussion with Mario Gabelli, John Rogers discussed the sweet spot in terms of how many stocks you should own. Here’s an excerpt from the discussion: Rogers: We both started our funds in 1986. You learn over that time what your sleep at night kind of risk you’re … Read More
This Acquirers Multiple Stock Appearing In Simons, Dalio, 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
Oil/Inflation/USD-Clash of the Titans – Fed vs OPEC+
During their latest episode of the VALUE: After Hours Podcast, Kao, Taylor, and Carlisle discuss Oil/Inflation/USD-Clash of the Titans – Fed vs OPEC+. Here’s an excerpt from the episode: Michael: At some point, I do think that there is the risk that we have a very sustained period of high … Read More
Mohnish Pabrai: You Must Be A Continuous Learning Machine
During this Q&A session with students at the JNV Pune, Mohnish Pabrai explains why you must be a continuous learning machine. Here’s an excerpt from the session: Pabrai: Different people are like different fingers in your hand. Some are tall, some are short, some are ahead of you, some are behind … Read More
Aswath Damodaran: Investors Should Hang-Out With People That Disagree With Them
During his recent interview with Morningstar, Aswath Damodaran explained why investors should hang-out with people that disagree with them. Here’s an excerpt from the interview: Damodaran: I’ve learned some of the most valuable things in valuing companies from listening to people who disagree with me the most. Another hallmark of … 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
Millions Will Lose Jobs
During their latest episode of the VALUE: After Hours Podcast, Kao, Taylor, and Carlisle discuss Millions Will Lose Jobs. Here’s an excerpt from the episode: Jake: Right. And so, you end up in a very low trust environment at that point, because no one can trust each other longer than … Read More
Prem Watsa: The Best Investment Strategy Is Always The Same
During his recent interview at the Delphi Economic Forum, Prem Watsa outlined his best investment strategy. Here’s an excerpt from the interview: Watsa: So the best investment strategy is always the same Stelios. You have to go with good people like Fokionas, or like Alex, and people who have got a long … Read More
Paul Tudor Jones: Really Good Chance Of Recession In Q3
During his recent interview with CNBC, Paul Tudor Jones explained why there’s a really good chance of a recession in Q3. Here’s an excerpt from the interview: Tudor Jones: Then we have in a more intermediate basis, we have the financial cycle. The financial cycle, which is what we kind … 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