Blog
Page 93
Joel Greenblatt: Why Buying “Cheap” and “Good” Stocks Is a Winning StrategyIn this interview with the RWH Podcast, Joel Greenblatt explains the core idea behind his investment strategy in The Little Book, emphasizing a simple approach of using basic me…
Mohnish Pabrai: The All-In Investing Mindset: Lessons from EntrepreneursDuring this Q&A session with Columbia Business School, Mohnish Pabrai highlights the all-in mentality of entrepreneurs, such as a first-generation Chinese couple opening a resta…
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…
Fitness Alpha: Unlocking Outperformance Through Health and Well-BeingDuring their recent episode, Taylor, Carlisle, and Phil Pearlman discussed Fitness Alpha: Unlocking Outperformance Through Health and Well-Being. Here’s an excerpt from the epis…
Warren Buffett: Every Company Needs an Owner’s ManualDuring the 2004 Berkshire Hathaway Annual Meeting, Warren Buffett discussed his approval of Google’s adoption of a communication style inspired by Berkshire Hathaway’s Owner’s M…
Howard Marks: Second-Level Thinking Separates Good Investors from Great OnesIn this interview with Global Money Talks, Howard Marks reflects on key investment lessons he learned early in his career. In the 1970s, he realized that no asset is so exceptio…
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 (S06 E43): Fitness Alpha, Health, Enlightenment and Markets with Phil Pearlman, Pearl InstituteIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Phil Pearlman discuss: Fitness Alpha: Unlocking Outperformance Through Health and We…
American Express Co (AXP) 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…- This Week’s Best Value Investing News, Podcasts, Interviews (11/22/2024)This week’s best investing news: Oaktree’s Howard Marks on China Opportunities, Trump’s Cabinet, Market Sentiment (Bloomberg) Mohnish Pabrai’s Guest Lecture at UNO’s Maverick In…
Dillard’s Inc (DDS): 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. …- Bruce Berkowitz, Sears, and the Perils of Concentrated InvestingDuring their recent episode, Taylor, Carlisle, and Tim Travis discussed Bruce Berkowitz, Sears, and the Perils of Concentrated Investing. Here’s an excerpt from the episode: Tob…
Cliff Asness: The Next 20 Years Will Be A Golden Era for Rational InvestorsIn his latest interview with Excess Returns, Cliff Asness discusses the challenges and opportunities of rational investing, particularly during periods of extreme market ineffic…
Howard Marks: 2 Reasons Exiting the Market Will Cost You BigDuring his recent interview with Bloomberg, Howard Marks discusses the importance of distinguishing between high and overpriced markets, suggesting that valuations should guide …
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…
Great Opportunities In REITsDuring their recent episode, Taylor, Carlisle, and Tim Travis discussed Great Opportunities In REITs. Here’s an excerpt from the episode: Tobias: In other areas, you were talkin…
Joel Greenblatt: Common Sense is Essential for Successful InvestingIn his book – You Can Be A Stock Market Genius, Joel Greenblatt explains that becoming a skilled investor requires time, practice, and good judgment. He advises beginners to sta…