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Understanding Emerging Markets, Frontier Markets, and Investment ChallengesDuring their recent episode, Taylor, Carlisle, and Juan Torres Rodriguez discussed Understanding Emerging Markets, Frontier Markets, and Investment Challenges. Here’s an excerpt…
Ray Dalio’s Investment Wisdom: Humility, Triangulation, and DiversificationIn this interview with RWH, Ray Dalio discusses the importance of humility and caution when making decisions in unfamiliar areas, using China as an example. He relies on extensi…
Warren Buffett: Why CEOs Struggle with Business ValuationDuring the 2001 Berkshire Hathaway Annual Meeting, Warren Buffett highlights a common issue among CEOs who struggle to assess the value of businesses they aim to acquire. Feelin…
Joel Greenblatt – 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 E44): Deep Value in Emerging Markets, China, India, Korea with Juan Torres Rodriguez, SchroedersIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Juan Torres Rodriguez discuss: Emerging Markets: 50% of Global GDP but Only 7% of Ma…
Apple Inc (AAPL) 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…
Alpha Metallurgical Resources Inc (AMR): Is It a Buy? – Acquirer’s Multiple Stock Screener AnalysisAs part of our ongoing series here at The Acquirer’s Multiple, each week we focus on one of the stocks from our Stock Screeners, and why it’s a ‘buy’ based on key fundamentals. …
This Week’s Best Value Investing News, Podcasts, Interviews (11/29/2024)This week’s best investing news: Howard Marks: The Key to Thriving in an Uncertain Investment Landscape (Global Money) Steve Cohen on How to Build Your Investing Career: Part On…
How Bacterial Mutation Informs Investment StrategyDuring their recent episode, Taylor, Carlisle, and Phil Pearlman discussed How Bacterial Mutation Informs Investment Strategy. Here’s an excerpt from the episode: Tobias: It’s c…
Mohnish Pabrai: The Evolution and Erosion of MoatsIn his book The Dhandho Investor, Mohnish Pabrai explains how a business’s hidden moat, or competitive advantage, can often be identified through its financial statements. Busin…
Li Lu: Markets Are Designed To Catch Human WeaknessesIn this CCBC Fireside Chat with Bruce Greenwald, Li Lu discusses the importance of understanding businesses deeply, drawing inspiration from Ben Graham’s concept of Mr. Market. …
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…- Overachiever’s Dilemma: Rest, Injury, and Staying ConsistentDuring their recent episode, Taylor, Carlisle, and Phil Pearlman discussed Overachiever’s Dilemma: Rest, Injury, and Staying Consistent. Here’s an excerpt from the episode: Tobi…
- Warren Buffett: Most of My Capital-Allocation Decisions Have Been No Better Than So-SoIn his 2022 Berkshire Hathaway Annual Letter, Warren Buffett reflects on his mistakes and successes over 58 years of managing Berkshire Hathaway. He acknowledges that most of hi…
David Einhorn: Where to Find Value in Today’s Expensive MarketDuring his recent interview with CNBC, David Einhorn acknowledges that the current stock market as the most expensive he’s seen, with many companies overvalued. However, he isn’…
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…
Stupid Simplicity: Four Pillars of Health and WellnessDuring their recent episode, Taylor, Carlisle, and Phil Pearlman discussed Stupid Simplicity: Four Pillars of Health and Wellness. Here’s an excerpt from the episode: Tobias: Le…