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
The Market’s Imperfect Discounting Mechanism
In their latest episode of the VALUE: After Hours Podcast, Travis, Taylor, and Carlisle discuss The Market’s Imperfect Discounting Mechanism. Here’s an excerpt from the episode: Jake: I think a similar thing happened in 2000s with retail, where there was some pretty reasonable big box retail companies that were earning … Read More
10 Big Named Companies Near 52 Week Lows @Ycharts
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: 1. Meta Platforms Inc (META): Current Price $167.18/52 Week Low … Read More
10 Big Named Companies With Huge Free Cash Flows @Ycharts
This week we take a look at some big named companies that generate huge ‘free’ cash flows compared to their market cap, using the price to free cash flow ratio (P/FCF). Price to free cash flow (P/FCF) is an valuation metric that compares a company’s per-share market price to its free cash flow (FCF). This … Read More
Is Meta Platforms Inc (META) A Great Value Stock? @Ycharts
Based on the improved performance metrics which we recently added to our stock screens, Meta Platforms Inc (META) could be a great value stock: Meta is the world’s largest online social network, with over 3.6 billion monthly active users. Users engage with each other in different ways, exchanging messages and sharing news … Read More
Stock In Focus – TAM Stock Screener – Pzena Investment Management Inc (PZN)
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: Pzena Investment Management Inc (PZN) Pzena Investment Management Inc is a … Read More
Howard Marks: What To Do When The Stock You Sold Continues To Skyrocket
In his latest podcast, Howard Marks explains what you should do when the stock you sold continues to skyrocket. Here’s an excerpt from the podcast Marks: So let’s say there’s some stock and it’s been rising like a rocket ship, and you think it’s been overdone. You think it’s crazy. … Read More
This Week’s Best Value Investing News, Podcasts, Interviews (5/8/2022)
This week’s best investing news: The Unknown History of U.S. Trade Surveillance (Investor Amnesia) Drawdowns and Rallies (Verdad) Changing World Order with Ray Dalio (Tony Robbins) Warren Buffett has another reason to hate Robinhood (CNN) Those who remember history are condemned by those who repeat it (Rudy Havenstein) Bill Ackman: Inflation is the … Read More
Insane Amount Of Energy Required To Put Food On A Plate
In their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Travis discussed the Insane Amount Of Energy Required To Put Food On A Plate. Here’s an excerpt from the episode: Jake: Give you a little sense of, Smil breaks down like what certain food types require, like, … Read More
This Acquirers Multiple Stock Appearing In Klarman, Dalio, Watsa 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
Peter Lynch: Investors Should Never Ignore Entire Categories Of Companies
In his 1994 article titled – What do the great successes of the past 20 years tell us? It’s the company, stupid, Peter Lynch provides some great illustrations of what happens when investors ignore entire categories of companies. Here’s an excerpt from the article: Lynch: Investors who put on blinders … Read More
Ken Fisher: Debunk – One Bear Market & You’re Done
In his recent presentation, Ken Fisher debunks the myth – one bear market and you’re done. Here’s an excerpt from the presentation: Fisher: On June 13th we officially entered a bear market by closing below 20% off the highs in January. In that a lot of people say boy oh … Read More
Inflation Is Class Warfare
In their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Travis discussed Inflation Is Class Warfare. Here’s an excerpt from the episode: Tobias: Can we ask you a slightly different question just before we keep going? If commercial credit is not going to be an issue going … 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 Ackman: The Reason That Inflation Continues To ‘Rage’
In his recent interview with CNBC, Bill Ackman explained why inflation continues to ‘rage’. Here’s an excerpt from the interview: Ackman: I think the economy’s actually quite strong right now. The question is where it’s going to be in six months or twelve months. But, we’re at full employment, there … Read More
David Einhorn: TWTR – We’re Getting 50-50 Odds On Something That Should Happen 95%+ Of The Time
In his latest Q2 2022 Letter, David Einhorn explains why his new position in Twitter Inc (TWTR) gives him 50-50 odds on something that should happen 95%+ of the time. Here’s an excerpt from the letter: In April, Musk agreed to buy TWTR for $54.20 per share. Then, in May, … Read More
Recession Or Mean Reversion After 2 Year Sugar High
In their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Travis discussed Recession Or Mean Reversion After 2 Year Sugar High. Here’s an excerpt from the episode: Tobias: That’s important. I thought about that a little bit. Do you think that they have a point in the … 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: Waiting For The Spark That Will Cause A Big Big Rally
In his recent interview on The Jay Martin Show, Jim Rogers says he’s waiting for the spark that will cause a big big rally. Here’s an excerpt from the interview: Well I mentioned the technology bubble, which had formed and it continues to… I mean they’re all down now but … Read More
Jeremy Grantham: The Stock Market ‘Termites’ Always Go For The Juiciest Speculative Things First
In his recent interview on The Investor’s Podcast, Jeremy Grantham explained how the stock market ‘termites’ always go for the juiciest speculative things first. Here’s an excerpt from the interview: I would argue that the termites got into action quite a bit earlier than that. You expect them to go … Read More