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- This Week’s Best Value Investing News, Podcasts, Interviews (11/01/2024)This week’s best investing news: Secrets of Legendary Investor Howard Marks (3 Takeaways) Jeremy Grantham – How to Spot a Market Bubble (Morningstar) Industry Is Not Destiny (Ve…
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. …
Finding Long-Term Winners in Packaging and Exchange StocksDuring their recent episode, Taylor, Carlisle, and George Livadis discussed Finding Long-Term Winners in Packaging and Exchange Stocks. Here’s an excerpt from the episode: Tobia…
Joel Greenblatt: Great Businesses Expand Their Margin Of SafetyDuring his recent interview with the Money Maze Podcast, Joel Greenblatt discussed his approach to investing, emphasizing the importance of recognizing the potential for busines…
Jeremy Grantham: The Paradox That Follows High P/E MarketsDuring his recent interview with Morningstar, Jeremy Grantham discussed the paradox of market euphoria and its aftermath. He observes that the most euphoric stock market periods…
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…
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…- From Internet Backbone to Bankruptcy: The Cautionary Tale of NortelDuring their recent episode, Taylor, Carlisle, and George Livadis discussed From Internet Backbone to Bankruptcy: The Cautionary Tale of Nortel. Here’s an excerpt from the episo…
Dan Loeb: We See a Golden Age for Event-Driven InvestingIn his recent Q3 2024 Letter, Dan Loeb discussed Third Point’s Q3 results which delivered a nearly 4% gain, achieving a 14% year-to-date return amid stronger market breadth. Thi…
Bill Nygren: Value Investing In Companies Without Relying on CatalystsDuring his recent interview with Behind The Balance Sheet, Bill Nygren reflects on his 40-year investment career, emphasizing the importance of both financials and management qu…
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 Mid-Caps Offer the Sweet Spot for InvestorsDuring their recent episode, Taylor, Carlisle, and George Livadis discussed Why Mid-Caps Offer the Sweet Spot for Investors. Here’s an excerpt from the episode: Tobias: I feel l…
Joel Greenblatt: Real Losses Are Key to Successful InvestingDuring his recent interview with The Money Maze Podcast, Joel Greenblatt explains that learning to invest requires real-life experience and, often, losing money. He shares that …
Howard Marks: Choosing the Right Risk Level in InvestingIn his recent memo titled – Ruminating on Asset Allocation, Howard Marks argues that in an efficient market, the expected return rises proportionally with risk, meaning no posit…
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…- Nvidia: The Company That Sucked All the Oxygen Out of the MarketDuring their recent episode, Taylor, Carlisle, and George Livadis discussed Nvidia: The Company That Sucked All the Oxygen Out of the Market. Here’s an excerpt from the episode:…
David Einhorn: Warren Buffett’s Secret to Timing MarketsIn his most recent Q3 2024 Letter, David Einhorn discusses Warren Buffett’s impressive ability to sidestep market downturns, a skill that has contributed significantly to his lo…
Jeremy Grantham: How AI Mania Mirrors Past Market BubblesDuring his recent interview with Morningstar, Jeremy Grantham describes a unique market cycle where a classic 2021 bubble merged with the rapid rise of AI-related stocks in 2022…