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David Einhorn On Memecoins and Market BubblesIn his latest Q4 2024 Letter, David Einhorn discusses the rise of Fartcoin, a cryptocurrency that surged in value despite lacking intrinsic utility. He compares it to past specu…
10 Worst Performing Large-Caps Last 12 MonthsOver the past twelve months ten Large-Cap stocks have underperformed all others. Here’s this week’s top 10 worst performing Large-Caps in the last twelve months: Name 1 Year Pri…
Which Superinvestors Hold Acquirer’s Multiple Stocks?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 th…
Why Investing Success Demands Embracing ParadoxDuring their recent episode, Taylor, Carlisle, and Jim O’Shaughnessy discussed Why Investing Success Demands Embracing Paradox. Here’s an excerpt from the episode: Tobias: JT, t…
Lessons from Warren Buffett: Missing Amazon and MicrosoftIn this interview with Andy Serwer, Warren Buffett reflects on his admiration for Jeff Bezos and his remarkable execution of Amazon’s vision, acknowledging that he didn’t forese…
Joel Greenblatt: The Simplest Way To Think About Business ValuationIn this interview with Barry Ritholz, Joel Greenblatt defines value investing as determining a business’s worth and paying significantly less, rather than relying on traditional…
One Stock Superinvestors Are Dumping: Is It Time to Sell?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 Sc…- Jim O’Shaughnessy On Why ‘Two Thoughts’During their recent episode, Taylor, Carlisle, and Jim O’Shaughnessy discussed Jim’s new book, ‘Two Thoughts‘. Here’s an excerpt from the episode: Tobias: Jim, your new book, wh…
Warren Buffett’s Take: Investing in Industries vs. CompaniesDuring this interview with Dr. George Athanassakos and Ivey MBA and HBA students, Warren Buffett discusses the challenges of picking individual pharmaceutical companies due to t…
Stan Druckenmiller: ‘Animal Spirits’ Are Back In MarketsIn his recent interview with CNBC, Stan Druckenmiller discusses the current economic landscape, highlighting low unemployment (4%) and solid GDP growth (3%). He notes a shift fr…
The Undervalued Stock That Superinvestors Are Loading Up OnAs 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 S…- Why More Choices Make You Worse at DecidingDuring their recent episode, Taylor, Carlisle, and Jim O’Shaughnessy discussed Why More Choices Make You Worse at Deciding. Here’s an excerpt from the episode: Jim: [laughs] But…
Terry Smith Explains The “Busy Fool Syndrome”In his book – Investing for Growth, Terry Smith argues that most fund managers prioritize matching their benchmark rather than outperforming it, leading them to become “index hu…
Howard Marks: Following the Crowd Will Ruin Your PortfolioDuring his recent interview at Chicago Booth, Howard Marks explained how human emotions often lead investors to make poor decisions—buying high when markets are thriving and sel…
Jeremy Grantham – Top 10 Holdings – Latest 13FOne 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 the…- VALUE: After Hours (S07 E02): Jim O’Shaughnessy on AI, ventures, publishing, markets and his new book Two ThoughtsIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Jim O’Shaughnessy discuss: The Science of Simplicity: How Limited Choices Drive Bett…
Moody’s Corporation (MCO) DCF Valuation: Is The Stock Undervalued?As part of a new series, each week we typically conduct a DCF on one of the companies in our screens. This week we thought we’d take a look at one of the stocks that is not curr…
Weekly Investing Roundup – News, Podcasts, Interviews (01/17/2025)This week’s best investing news: Warren Buffett Prepares His Middle Child for the Job of a Lifetime (WSJ) Ackman mimics Buffett with Howard Hughes property deal (AFR) Chuck Akre…