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Stanley Druckenmiller: Why I’m Bullish and Cautious on AI InvestmentIn this interview with In Good Company, Stan Druckenmiller describes how his investment in AI began with observations from younger analysts who noticed a shift among top enginee…
Terry Smith: The Key Traits of Great Capital AllocatorsIn this interview with Investors’ Chronicle, Terry Smith discusses the qualities he seeks in company management, focusing on strong capital allocation, transparency, and integri…
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. Large-Caps are defined by $10 Billion Market Cap or more. Here’s this week’s top 10 worst perfor…
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…
How Language Reveals Management’s True Commitment to ShareholdersDuring their recent episode, Taylor, Carlisle, Ben Beneche discussed How Language Reveals Management’s True Commitment to Shareholders. Here’s an excerpt from the episode: Jake:…
Warren Buffett: Two Highly Successful Acquisition StrategiesIn his 1981 Berkshire Hathaway Annual Letter, Warren Buffett describes two successful acquisition strategies. The first targets businesses that thrive in inflation, possessing p…
Mohnish Pabrai: My Step-by-Step Approach to Investment AnalysisIn this Q&A session with Mis Propias Finanzas, Mohnish Pabrai provides a roadmap of his entire investment approach, focusing on his “circle of competence” and leveraging insight…
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…- Invest in Durable BrandsDuring their recent episode, Taylor, Carlisle, Ben Beneche discussed Invest in Durable Brands. Here’s an excerpt from the episode: Tobias: Durability is something that I’m parti…
Warren Buffett: My No-Fluff Approach To Valuing BusinessesDuring the 1994 Berkshire Hathaway Annual Meeting, Warren Buffett advises caution regarding business projections and inflated valuations, suggesting that genuine value assessmen…
Terry Smith: Why We Avoid Traditional Value InvestingIn his book – Investing for Growth, Terry Smith contrasts his investment approach with traditional value investing, noting that while value investing can offer returns when stoc…
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…- Use Owner Earnings and Opportunity Cost to Drive Valuation DecisionsDuring their recent episode, Taylor, Carlisle, Ben Beneche discussed Use Owner Earnings and Opportunity Cost to Drive Valuation Decisions. Here’s an excerpt from the episode: To…
Warren Buffett: Avoid Complex Problems, Focus on Easy WinsIn his 1989 Berkshire Hathaway Annual Letter, Warren Buffett discusses the value of focusing on simple, solvable opportunities rather than tackling complex business challenges. …
Howard Marks: Great Investors Don’t Rely on Economic PredictionsDuring his recent interview with the 3 Takeaways Podcast, Howard Marks argues that economic forecasting is largely unhelpful for investors. He points out that even renowned inve…
Lee Ainslie – 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 E40): Undervalued stocks in Japan and England with Ben Beneche, co-founder Tourbillon PartnersIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Ben Beneche discuss: Use Owner Earnings and Opportunity Cost to Drive Valuation Deci…
Procter & Gamble Co (PG) 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…