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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…
Apperceptive Mass: From Katamari to Cognitive GrowthDuring their recent episode, Taylor, Carlisle, and Matthew Fine discussed Apperceptive Mass: From Katamari to Cognitive Growth. Here’s an excerpt from the episode: Tobias: We ar…
Warren Buffett: Our Playbook for Outperforming the S&P in the Long RunIn his 2013 Berkshire Hathaway Annual Letter, Warren Buffett explains that Berkshire Hathaway’s intrinsic value far exceeds its book value, a gap that has widened over time. Thi…
Ray Dalio: Investing – My Guiding Principles For Successful Decision-MakingIn his book – Principles: Life and Work, Ray Dalio emphasizes the importance of confronting and accepting uncertainty to make better decisions. He advocates for the value of see…
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…- Mercedes and European Banks Are Leading in Shareholder Capital ReturnsDuring their recent episode, Taylor, Carlisle, and Matthew Fine discussed Mercedes and European Banks Are Leading in Shareholder Capital Returns. Here’s an excerpt from the epis…
Warren Buffett: Why Too Many Great CEOs Could Hurt Market ReturnsDuring the 1998 Berkshire Hathaway Annual Meeting, Warren Buffett contemplates the impact if all Fortune 500 companies were run by exceptional leaders like Jack Welch. He sugges…
Mohnish Pabrai: 7 Essential Questions Before Investing in Any StockIn his book – The Dhandho Investor, Mohnish Pabrai outlines seven key questions that investors should address before buying a stock. He emphasizes understanding the business dee…
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…- Derating and Lack of Rerating Are Changing the Face of Value InvestingDuring their recent episode, Taylor, Carlisle, and Matthew Fine discussed Derating and Lack of Rerating Are Changing the Face of Value Investing. Here’s an excerpt from the epis…
Warren Buffett: Playing Russian Roulette with Leverage Isn’t Worth ItDuring the 1999 Berkshire Hathaway Annual Meeting, Warren Buffett discussed Berkshire Hathaway’s caution against excessive borrowing, explaining that while moderate debt might h…
Howard Marks: The Key Difference Between Good Assets and Good InvestmentsDuring his recent interview with Barron’s, Howard Marks reflects on his early days in finance, noting that banks in the 1970s invested in the “Nifty Fifty” — America’s top-growi…
Li Lu – 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 E41): Undervalued Auto OEM and Offshore Energy with Matthew Fine, Portfolio Manager Third AvenueIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Matthew Fine discuss: Derating and Lack of Rerating Are Changing the Face of Value I…
Intuit Inc (INTU) 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 (11/08/2024)This week’s best investing news: Berkshire Hathaway Q3 2024 Report (BH) Berkshire Hathaway Q3 2024 Earnings News Release (BH) Bloated Balance Sheets in Japan (Verdad) Billionair…
Equinor ASA (EQNR): 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. …
Knot Theory Meets Private Equity: The Takahashi-Alexander Model ExplainedDuring their recent episode, Taylor, Carlisle, Ben Beneche discussed Knot Theory Meets Private Equity: The Takahashi-Alexander Model Explained. Here’s an excerpt from the episod…