In their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Predicting Growth An Amazon Retrospective Musk v Twitter Is Back On Ray Dalio Finishes On A High Greg Able Buys $68 Million Of Berkshire Stock Earnings And Multiple Expansion Now Is Not … 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. META … 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 -58.26% 2. NVDA NVIDIA … Read More
Stock In Focus – TAM Stock Screener – Abbott Laboratories (ABT)
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: Abbott Laboratories (ABT) Abbott manufactures and markets medical devices, adult and … Read More
This Week’s Best Value Investing News, Podcasts, Interviews (10/7/2022)
This week’s best investing news: Bill Ackman: my latest view on inflation and recessions (Interactive Investor) Persistence of Growth (Verdad) Legends of Market History: Tokushichi Nomura II (Jamie Catherwood) Howard Marks – Investing Is a Serious Pursuit of Money, Not a Way to Get Rich Quick (Bloomberg Línea) Why The … Read More
Chaotic Selling Is The Signal To Buy, Not The Signal To Sell
In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Chaotic Selling Is The Signal To Buy, Not The Signal To Sell. Here’s an excerpt from the episode: Tobias: I think you can have lots of opportunity. I don’t think this is over by any … Read More
This Acquirers Multiple Stock Appearing In Dalio, Greenblatt, Ainslie 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
GMO: It’s Time For Value Investors To Take A Fresh Look At Quality Growth Companies
In their recent article titled – Growth Investing Ain’t About The Rates, GMO explain why value investors should take a fresh look at quality growth companies. Here’s an excerpt from the article: Rising rates hurt investors; claims on profits in the future are simply worth less if you discount them … Read More
Rob Arnott: Investors Should Consider A Cheap Diversifiers Strategy
In his recent interview with WealthTrack, Rob Arnott explained why investors should consider a cheap diversifiers strategy. Here’s an excerpt from the interview: Arnott: Basically, my view was people have lots of money in mainstream stocks, lots of money in mainstream bonds, everything else, what I call the third pillar … Read More
Get Your Man-Overboard Plans Ready Before It’s Too Late
In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Get Your Man-Overboard Plans Ready Before It’s Too Late. Here’s an excerpt from the episode: Tobias: And I think that’ll happen again this time. I do think they’ll pivot. But if you have a look … 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
Bill Miller: 6 Reasons This Market Is Not Like 2008
In his recent article titled, Is it 2008 All Over Again? Not in the US, Bill Miller explained why this market is not like 2008. Here’s an excerpt from the article: The media and investors are understandably nervous, as home prices in the United States almost never decline; the last … Read More
Howard Marks: You Don’t Make Money Buying & Selling, You Make Money By Holding
During his recent interview with Bloomberg Línea, Howard Marks explained why you don’t make money buying and selling, you make money by holding. Here’s an excerpt from the interview: Marks: I’m not a psychiatrist. But I think that first of all, establish that as a goal. Secondly, recognize when you’re … Read More
Ben Graham Lost Everything Using Margin Leverage
In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Ben Graham Lost Everything Using Margin Leverage. Here’s an excerpt from the episode: Bill: Yeah. 1930 thinking the worst was over. Graham went all in. He used margin leverage what thought would be terrific returns. … 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
Jim Rogers: Investors Should Be Skeptical & Question Everything
In his recent interview with The Julia La Roche Show, Jim Rogers urged investors to be skeptical and question evereything. Here’s an excerpt from the interview: Rogers: I guess part answer to your question is that having grown up in the backwoods of Alabama where nobody had any money I … Read More
Mohnish Pabrai: 2 Big Mistakes You Make By Being A Cheapskate
In this interview with The Wall Street Lab, Mohnish Pabrai discusses two big mistakes you can make by being a cheapskate. Here’s an excerpt from the interview: Pabrai: Well, I think, what I have, as Munger says, we are old too soon, and wise too late. What is gradually sinking … Read More
A Better Definition Of A Bear Market
In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss A Better Definition Of A Bear Market. Here’s an excerpt from the episode: Tobias: The definition of a bear, I always found really unusual. I’ve got a completely arbitrary definition of a bear too. But … Read More
Bill Ackman: This Is Another Great ‘Moment’ To Buy Stocks
During his recent interview with Interactive Investor, Bill Ackman explained why this is another great ‘moment’ to buy stocks. Here’s an excerpt from the interview: Ackman: I think you can do very well as a stock market investor if you find really high quality companies and you buy them at … Read More
Stanley Druckenmiller: “I Will Be Stunned If We Don’t Have A Recession In ’23”
During his recent interview with CNBC, Stanley Druckenmiller explained why he will be stunned if we don’t have a recession in 2023. Here’s an excerpt from the interview: Druckenmiller: Let me just say this. I will be stunned if we don’t have a recession in ’23. Don’t know the timing, … Read More