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: You Need To Pay Up For Quality Businesses
During the 2013 Berkshire Hathaway Annual Meeting, Warren Buffett discussed the need to pay up for quality businesses. Here’s an excerpt from the meeting: WARREN BUFFETT: Well, we usually — we usually feel we’re paying too much. Isn’t that right, Charlie? (Laughs) But we find the business so compelling, the … Read More
Howard Marks: Nothing In The Investment Business Is Certain
During this discussion at Talks At GS, Howard Marks explains why nothing in the investment business is certain. Here’s an excerpt from the interview: Marks: I have a lot of respect for Peter Bernstein. First of all it kind of goes without saying but I’ll say it anyway, you can’t … Read More
Michael Mauboussin: 5 Principles Of Good Capital Allocation
In his latest paper titled – Capital Allocation – Results, Analysis, and Assessment, Michael Mauboussin discusses five principles of good capital allocation that can be used as a benchmark to assess management. Here’s an excerpt from the paper: 1. Zero-based capital allocation. Two empirical observations from the prior discussion are … Read More
Aswath Damodaran: Your Best Investment Philosophy Is The One That Fits You
During his recent interview with The Motley Fool, Aswath Damodaran explained why your best investment philosophy is the one that fits you. Here’s an excerpt from the interview: Damodaran: That’s why I end the book with a statement which is, the best investment philosophy is the one that fits you … 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
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 $ TSLA Tesla … 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) META Meta Platforms Inc -63.57% TSLA Tesla Inc … Read More
Stock In Focus – TAM Stock Screener – The Home Depot Inc (HD)
In the world of home improvement and maintenance, ensuring reliable and efficient plumbing services is of paramount importance. When it comes to maintaining a safe and functional household, plumbing issues can cause significant disruptions. That’s why it’s essential to enlist the expertise of reputable plumbing services. In this article, we … Read More
This Week’s Best Value Investing News, Podcasts, Interviews (12/16/2022)
This week’s best investing news: Howard Marks Memo – Sea Change (OakTree) Custom Indexing and A History of Investment Vehicles (Jamie Catherwood) Lunch Auction with Bill Ackman (Bill Ackman) A Sharper Signal Amid the Noise (Verdad) Berkshire Hathaway Blowout: On Pace for Biggest Win Over S&P 500 in Fifteen Years … Read More
GMO: Deep Value Really Undervalued
In their latest episode of the VALUE: After Hours Podcast, Morris, Taylor, and Carlisle discuss GMO: Deep Value Really Undervalued. Here’s an excerpt from the episode: Tobias: Do you want me to do the GMO paper? There’s just one interesting factoid from the paper that I just wanted to bring. … Read More
This Acquirers Multiple Stock Appearing In Dalio, Simons, 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
Joel Greenblatt: I’m Very Excited About The Value Opportunity Right Now
During his recent interview with ETF Think Tank, Joel Greenblatt explained why he’s very excited about the value opportunity right now. Here’s an excerpt from the interview: Greenblatt: And my answer to those who say you know things don’t look so good right now. The FED is raising rates. We’re … Read More
Tom Gayner: The Key To Success In Investing Is To Survive
During his recent interview with Boyar, Tom Gayner discussed the key to success in investing is to survive. Here’s an excerpt from the interview: Host: You’ve been in this business for quite a bit and one of your early mentors told you the key to the success in the investment … Read More
The Invisible Present
In their latest episode of the VALUE: After Hours Podcast, Morris, Taylor, and Carlisle discuss The Invisible Present. Here’s an excerpt from the episode: Jake: This one comes from, shoutout to my boy, Paul, in Ireland who sent me this article that’s from the Long Now Foundation, which we’ve done … 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
Mohnish Pabrai: Markets Provide Investors With Very High Error Rates
During this Q&A session with YPO Gold Nairobi in Kenya, Mohnish Pabrai discussed how markets provide investors with very high error rates. Here’s an excerpt from the session: Pabrai: So one thing about the investing business. There was a very famous investor John Templeton, he was a global investor, used … Read More
Howard Marks: Much Better Prospects For Bargain Hunters In This Changed Environment
In his latest memo titled – Sea Change, Howard Marks explains why we can expect much better prospects for bargain hunters in this changed environment. Here’s an excerpt from the memo: As I’ve written many times about the economy and markets, we never know where we’re going, but we ought … Read More
The Genius Of Warren Buffett
In their latest episode of the VALUE: After Hours Podcast, Morris, Taylor, and Carlisle discuss The Genius Of Warren Buffett. Here’s an excerpt from the episode: Tobias: It’s interesting to watch someone like Buffett with Berkshire, because Berkshire has gone through lots of different cycles where it’s been loved and … 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