During the 2011 Berkshire Hathaway Annual Meeting, Warren Buffett was asked – how can we determine how good of a job you have done at allocating capital? Here’s an excerpt from the meeting: WARREN BUFFETT: Well, the real test will be whether the earnings progress at a rate that’s commensurate … Read More
The Reason Analysts Systematically Overshoot On Earnings
In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss The Reason Analysts Systematically Overshoot On Earnings. Here’s an excerpt from the episode: Tobias: I got a Verdad piece here. This is their most recent one. Sages of Wall Street. It’s called by Brian Chingono … 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
Mohnish Pabrai: Where To Start Your Company Analysis
During his recent interview with Mis Propias Finanzas, Mohnish Pabrai discussed his process for analysing a company. Here’s an excerpt from the interview: Pabrai: If I get past the VIC write-ups and I’m still interested. Usually if the company is giving us letters to shareholders, and it appears that those letters … Read More
Cathie Wood: Disruptive Innovation Will Be Valued At $210 Trillion By 2030
In her recent interview on The Investor’s Podcast, Cathie Wood explained why disruptive innovation will be valued at $210 Trillion by 2030. Here’s an excerpt from the interview: Wood: So we want to own innovation and you can’t just do that in the public world, but the public world given … Read More
Investors Are Extremely Bearish But Still Holding Stocks
In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Investors Are Extremely Bearish But Still Holding Stocks. Here’s an excerpt from the episode: Tobias: Let’s just jump into that one really quickly, because it’s interesting since we’re talking about it. It’s from Callum Thomas. … Read More
Warren Buffett & Charlie Munger: Why We Still Invest In Capital Intensive Businesses
During the 2018 Berkshire Annual Meeting, Warren Buffett and Charlie Munger explained why they still invest in capital intensive businesses. Here’s an excerpt from the meeting: AUDIENCE MEMBER: Mr. Buffett, my name is Daphne Collier Starr (PH). I’m eight years old and live in New York City. I’ve been a … Read More
Annie Duke: How To Deal With Losing Stocks
During her recent interview on the Richer, Wiser, Happier Podcast, Annie Duke discussed how investors can deal with losing stocks. Here’s an excerpt from the interview: Exactly. And then put on top of it, there are particular states where you’re going to feel suboptimal that have to do with your … Read More
Bruce Berkowitz – 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 (S04 E36): Analysts Predicting Growth, Peter Leyden Futurism, Letter to the Fed
In their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Investors Are Extremely Bearish But Still Holding Stocks The Reason Analysts Systematically Overshoot On Earnings Why Has The EV/EBIT Spread Blown Out? Peter Leyden – The Next Big Long Tech Boom Marketing … Read More
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 $ 1. MSFT … Read More
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 the top 10 worst performing Mega-Caps in the last twelve months: Symbol Name 1 Year Price Returns (Daily) 1. META Meta Platforms Inc -60.62% 2. NVDA NVIDIA … Read More
Stock In Focus – TAM Stock Screener – Verizon Communications Inc (VZ)
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: Verizon Communications Inc (VZ) Verizon is primarily a wireless business (nearly … Read More
This Week’s Best Value Investing News, Podcasts, Interviews (10/14/2022)
This week’s best investing news: Greenlight’s David Einhorn on Value Investing, Inflation (Bloomberg) Legends of Market History: Abraham van Ketwich (Jamie Catherwood) ‘Don’t Always Bet On Up’ with Ray Dalio (Best New Ideas in Money Festival) The Sages of Wall Street (Verdad) Ariel Investments’ John W. Rogers, Jr. on Finding … Read More
Finding Cheap Opportunities Today
In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Finding Cheap Opportunities Today. Here’s an excerpt from the episode: Tobias: I feel reasonably positive about the returns for, I don’t say value, but for things that you can do evaluation on. Let me say … Read More
This Acquirers Multiple Stock Appearing In Dalio, Singer, Cohen 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
John Rogers: There Will Always Be Opportunities For Value Investors That Are Left In This Market
During his recent interview with Bloomberg Live, John Rogers explained why there will always be opportunities for value investors that are left in this market. Here’s an excerpt from the interview: Rogers: I think it’s a temporary phenomenon. Sometimes markets go crazy and… Host: Are they crazy right now? Rogers: … Read More
Jim Rogers: Successful Investing Is Extremely Boring
During his recent interview with Meb Faber, Jim Rogers explained why successful investing is extremely boring. Here’s an excerpt from the interview: Rogers: Everybody wants the quick answer. Everybody wants to get rich this week, this month. You have enough experience. I have enough experience to know that unless you’re … Read More
Now Is Not The Time To Sell
In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Now Is Not The Time To Sell. Here’s an excerpt from the episode: Tobias: It’s not like there’s much you can do anyway. The time to sell out was, I don’t know, there’s been no … 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