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Warren Buffett: Focus On The Spots Where You Have An EdgeDuring the 2019 Berkshire Hathaway Annual Meeting, Warren Buffett and Charlie Munger discussed some valuable lessons for investors. First, thorough research and knowledge give a…
Ray Dalio: Markets Tend To Equalize Opportunities Across All BetsDuring this interview with William Green, Ray Dalio discusses the challenges of succeeding in financial markets, describing them as highly competitive and akin to a zero-sum gam…
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…
Applying Raymond Loewy’s MAYA Principle to Modern MarketsDuring their recent episode, Taylor, Carlisle, and Bill Lenehan discussed Applying Raymond Loewy’s MAYA Principle to Modern Markets. Here’s an excerpt from the episode: Jake: Wo…
Warren Buffett: One of My Most Significant Investing MistakesIn his 2020 Berkshire Hathaway Shareholder Letter, Warren Buffett reflects on an $11 billion write-down related to Berkshire’s 2016 acquisition of Precision Castparts (PCC), adm…
Howard Marks: How to Take the Market’s TemperatureIn his memo titled – Taking The Temperature, Howard Marks discusses the importance of “taking the temperature of the market” by observing patterns and cycles driven by investor …
The One Stock That 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…- Capital Allocation Strategies for REIT SuccessDuring their recent episode, Taylor, Carlisle, and Bill Lenehan discussed Capital Allocation Strategies for REIT Success. Here’s an excerpt from the episode: Tobias: The REIT so…
Warren Buffett: The Moment That Transformed My Investment Strategy for SuccessDuring this interview with Charlie Rose, Warren Buffett describes his early fascination with stock trading, starting at age 11. Initially, he focused on predicting stock price m…
David Einhorn – Ignoring Macro Risks Cost Me Big-TimeDuring this speech at the Value Investing Conference 2009, David Einhorn reflects on a costly investment mistake during the housing bubble, attributing it not to bad luck but to…
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 Simplicity in REITs WinsDuring their recent episode, Taylor, Carlisle, and Bill Lenehan discussed Why Simplicity in REITs Wins. Here’s an excerpt from the episode: Bill: I had been thinking about this …
Warren Buffett: Reaching For Yield Is Really Stupid, But It’s Very HumanIn this interview with CNBC, Warren Buffett discusses the importance of aligning consumption with income rather than taking excessive risks to increase returns. He criticizes “r…
Mohnish Pabrai: Which Sectors Investors Should AvoidIn this Q&A session at Boston College and Harvard Business School, Mohnish Pabrai discusses the importance of understanding one’s circle of competence when evaluating businesses…
Warren Buffett – 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 (S06 E46): Activism, REITs, Capital Allocation and Four Corners Property Trust with Bill LenehanIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Bill Lenehan discuss: Why Simplicity in REITs Wins Capital Allocation Strategies for…
Salesforce Inc (CRM) 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…