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Warren Buffett: Only 5-10% of Companies Fall Within My Circle of CompetenceIn this interview with Yahoo Finance, Warren Buffett reflects on his admiration for Jeff Bezos, praising his visionary execution in transforming Amazon from a bookseller to a ma…
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…
Why Investment-Grade Bonds Offer an Attractive HedgeDuring their recent episode, Taylor, Carlisle, and Tim Travis discussed Why Investment-Grade Bonds Offer an Attractive Hedge. Here’s an excerpt from the episode: Tim: It’s hard.…
Warren Buffett: Investors Must Consider Stocks as Businesses, Not SpeculationsIn this interview with CNBC, Warren Buffett emphasizes the long-term perspective in investing, comparing stock investments to purchasing businesses, farms, or real estate. Using…
Howard Marks: Misconceptions of Risk in InvestingDuring his recent interview with Barron’s, Howard Marks highlights a key misconception about risk: many attempt to quantify it using formulas, typically relying on volatility or…
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 Buffett Slashed His Apple StakeDuring their recent episode, Taylor, Carlisle, and Tim Travis discussed Why Buffett Slashed His Apple Stake. Here’s an excerpt from the episode: Tobias: Tim, one of the things w…
Mohnish Pabrai: Munger – The Abominable No Man: Avoiding Bad InvestmentsIn this interview with UNO’s Maverick Investment Club, Mohnish Pabrai highlights the importance of Charlie Munger’s role as Warren Buffett’s trusted critic at Berkshire Hathaway…
Bill Ackman: There’s One Strategy for Sustained High Investment ReturnsIn this interview with Reuters, Bill Ackman explains why he prefers concentrated investing, emphasizing the value of owning 10 to 11 exceptional investments instead of diversify…
Bruce Berkowitz – 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 E42): Banks, REITs, Energy and Betting Markets with Tim Travis, Portfolio Manager, TT CapitalIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Tim Travis discuss: Why Buffett Slashed His Apple Stake Why Investment-Grade Bonds O…
Lockheed Martin Corp (LMT) 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 (11/15/2024)This week’s best investing news: Warren Buffett’s Apple share sales and cash pile spark intrigue over motives (FT) Mohnish Pabrai on The Dhandho Investor: The Low-Risk Value Met…
Lowe’s Companies Inc (LOW): 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. …
The Growing Divide in S&P 500 Valuations: What It Means for Value InvestorsDuring their recent episode, Taylor, Carlisle, and Matthew Fine discussed The Growing Divide in S&P 500 Valuations: What It Means for Value Investors. Here’s an excerpt from the…
Cliff Asness: Why Quant Strategies Make It Very Hard For Us To Lose Over TimeIn his interview in the book – Efficiently Inefficient, Cliff Asness discusses the parallels between quantitative and judgmental (discretionary) investing, noting that both seek…
Howard Marks: The Secret to Achieving an Elite Investment Track RecordIn this interview with Kiatnakin Phatra Wealth Management, Howard Marks explains why effective risk control is essential to achieving investment success, summarizing his philoso…
Large-Cap Stocks In Trouble: Here Are The 10 Worst Performers Over The Past 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…