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’s Never-Sell Strategy
During their latest episode of the VALUE: After Hours Podcast, VSG, Taylor, and Carlisle discuss Warren Buffett’s Never-Sell Strategy. Here’s an excerpt from the episode: Tobias: I think that’s part of Buffett’s success has been– Aside from the fact that he’s done pretty well picking them, he just doesn’t sell … Read More
Warren Buffett: Social Media Can Screw Up You Life In 30 Seconds
During his recent Berkshire Hathaway Annual Meeting, Warren Buffett discussed how social media can screw up your life in thirty seconds. Here’s an excerpt from the meeting: Buffett: The business mistakes… you just want to make sure you don’t make any mistakes that take you out of the game, or … Read More
Mohnish Pabrai: Successful Investing Requires You Not To Touch It
During his recent interview on The Investor’s Podcast, Mohnish Pabrai explained why successful investing requires you not to touch it. Here’s an excerpt from the interview: Pabrai: So when the pioneers and the settlers were moving west to stake out and take over land and start farming it and so … Read More
Li Lu – 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 E17): Value Stock Geek On Deep Value, Hindenburg On Icahn, Regional Bank Canary
In their latest episode of the VALUE: After Hours Podcast, Value Stock Geek (VSG), Jake Taylor, and Tobias Carlisle discuss: Warren Buffett’s Never-Sell Strategy The Gambler Who Cracked the Horse-Racing Code Is It Wise To Take On Carl Icahn? Diversify Your Holdings Using The Weird Portfolio Siegel vs Bloomstran On … 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 -47.01% BAC Bank of America … Read More
5 Book Recommendations From Charles Munger
Over the past couple of weeks we’ve been compiling our ’10 Of The Best’ lists, including: 10 Of The Best Stock Market Investing Books For Beginners (2023) 10 Of The Best Investing Podcasts On The Planet (2023) 10 Of The Best Books On Stock & Business Valuation (2023) 10 Of … Read More
Stock In Focus – TAM Stock Screener – Meta Platforms Inc (META)
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: Meta Platforms Inc (META) Meta is the world’s largest online social … Read More
This Week’s Best Value Investing News, Podcasts, Interviews (5/5/2023)
This week’s best investing news: Howard Marks – Real Estate Luminaries 2023: “Financial Markets Distress” (Georgetown University) Ray Dalio – How to Prepare For The Changing World Order (Chris Williamson) Jim Chanos & Bethany McLean on Regulators, Enron, Earnings Adjustments, & The Golden Age of Fraud (Meb Faber) Introducing – … Read More
Yield Curve Recession Indicator Has Correctly Picked 8 For 8
During their latest episode of the VALUE: After Hours Podcast, Harvey, Taylor, and Carlisle discuss Yield Curve Recession Indicator Has Correctly Picked 8 For 8. Here’s an excerpt from the episode: Tobias: For those guys who’ve just come in late, it’s Cam Harvey, the creator, the inventor, the discoverer of … Read More
This Acquirers Multiple Stock Appearing In Asness, Cohen, 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
Todd Combs: 99% Of My Analysis With Warren Buffett Is Qualitative
During his recent interview on the I Am Home Podcast, Todd Combs explained why 99% of the analysis he does with Warren Buffett is qualitative. Here’s an excerpt from the interview: Combs: And so when Warren and I would talk about stocks, acquisitions, whatever, we talked… it’s 95, 99%, qualitative. … Read More
This Acquirers Multiple Stock Appearing In Dalio, Pzena, Watsa 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
Jim Chanos: Why It’s So Difficult To Value U.S Companies
During his recent interview with Meb Faber, Jim Chanos explained why it’s so difficult to value U.S companies. Here’s an excerpt from the interview: Chanos: I have a bigger concern as it relates to our discussion about the 50 times earnings for Enron or 50 times revenues for Beyond Meat, … Read More
Inverted Yield Curve Upending Banks Business Model
During their latest episode of the VALUE: After Hours Podcast, Harvey, Taylor, and Carlisle discuss Inverted Yield Curve Upending Banks Business Model. Here’s an excerpt from the episode: Campbell: Right. So, let me go to another factor that I mentioned and that was the financial system. I said that it … Read More
Charles Munger: There’s A Lot Of Agony Out There
During his recent interview with FT, Charles Munger discussed a number of issues including the trouble with banking, commercial property loans, great returns are a thing of the past, why there’s a lot of agony out there. Here are some highlights from the interview: In Good Times You Get Into … Read More
Steve Romick: Banks Are Incredibly Vulnerable Due To Duration Mismatch
During his recent Q1 2023 Earnings Call, Steve Romick explained why Banks are incredibly vulnerable due to duration mismatch. Here’s an excerpt from the call: Romick: So, I guess I’ll sum this up and say that the banks that have failed now, I think if we were to rewind a … 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