Over the past twelve months a number of big named companies have been near or below their 52 week low price. Each week we’ll take a look at 10 of the biggest names currently close to their 52 week lows: 1. Freeport-McMoRan Inc (FCX): Current Price $25.85/52 Week Low Price … Read More
Is Alphabet Inc (GOOGL) A Great Value Stock? @Ycharts
Based on the improved performance metrics which we recently added to our stock screens, Alphabet Inc (GOOGL) could be a great value stock: Alphabet Inc is a holding company, with Google, the Internet media giant, as a wholly owned subsidiary. Google generates 99% of Alphabet revenue, of which more than 85% … Read More
Stock In Focus – TAM Stock Screener – Vista Outdoor Inc (VSTO)
As part of our ongoing series here at The Acquirer’s Multiple, we provide this feature article titled ‘Stock in Focus‘ where we focus on one of the stocks from our Stock Screeners. One of the cheapest stocks in our Stock Screeners is: Vista Outdoor Inc (VSTO) Vista Outdoor Inc designs, develops, and manufactures … Read More
This Week’s Best Value Investing News, Podcasts, Interviews (7/15/2022)
This week’s best investing news: Corporate Battles & Business Tycoons (Jamie Catherwood) The Anxious Investor (Verdad) Falling Like a Brick (Humble Dollar) Bill Ackman Presentation July 13, 2022 (Pershing) SOS: A New Fund and a Call to Action (Collaborative Fund) Revealed: Charlie Munger’s best investment tips (AFR) When Bubbles Go Bust (Felder) Mohnish Pabrai’s Q&A … Read More
What’s Making It So Hard To Get Inflation Under Control?
In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed What’s Making It So Hard To Get Inflation Under Control?. Here’s a excerpt from the episode: Tobias: Yeah. The thing that bothers me is the Fed looks at those numbers and they’re like, “There’s no … Read More
This Acquirers Multiple Stock Appearing In Dalio, Simons, Asness Portfolios
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 their portfolios. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, … Read More
Miller Value: Longer Term Returns Are Historically Strong Following A 20% Drawdown
In their recent article titled Plea(sing) For The Long Term, Miller Value illustrate why longer term returns are historically strong following a 20% drawdown. Here’s an excerpt from the article: We’ve officially entered bear market territory! Investor angst has rarely been greater. It’s nearly impossible to find someone with a … Read More
Jeremy Grantham: We Are Going To Have A Very Big Reversal From Growth To Value
In his recent interview on the Capital Allocators Podcast, Jeremy Grantham explains why we are going to have a very big reversal from growth stocks to value stocks. Here’s an excerpt from the interview: A few years ago I debated Jim Grant, who called me an ‘apostate’ amongst value managers … Read More
Real Estate Follows The Stock Market With 12 Month Delay
In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Real Estate Follows The Stock Market With 12 Month Delay. Here’s a excerpt from the episode: Tobias: Why the homebuilders have all been so beaten up? Bill: They don’t have volume. They’re not going to … Read More
One Stock Superinvestors Are Selling
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 Screeners, based on their latest 13F’s. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth … Read More
Michael Mauboussin: The Best Time To Invest After A 20% Market Drawdown
In his recent interview on the Capital Allocators Podcast, Michael Mauboussin discussed the best time to invest after a 20% market drawdown. Here’s an excerpt from the interview: If you’re taking a longer term point of view I think it does become a margin of safety concept and just figuring … Read More
Charles Munger: Inflation, Like The Weather, Should Be Largely Ignored
During his recent interview with AFR following his personal investment in Australian company Stonehouse Corporation, Charles Munger explains why inflation, like the weather, should be largely ignored. Here’s an excerpt from the interview: The business partner of Berkshire Hathaway chairman Warren Buffett, Munger’s investment philosophy is to look beyond the … Read More
Ed Thorp Uncovered Madoff’s Fraud
In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Ed Thorp Uncovered Madoff’s Fraud. Here’s a excerpt from the episode: Jake: Then last one, 1991, someone asked Thorp to look into this track record and he goes, it’s the stellar performance every month is … Read More
One Stock Superinvestors Are Buying
As 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 Screeners, based on their latest 13F’s. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, … Read More
Wally Weitz: For Great Investors Certainty Is Not Required
In his latest article titled – Certain Uncertainty, Wally Weitz explains why great investors don’t require certainty in markets. Here’s an excerpt from the article: What we have learned, over 50+ and 25+ years of investing, is that through the full range of imaginable (and some unimaginable) business conditions, entrepreneurs … Read More
Leon Cooperman: Equities Are The Best House In The Neighborhood, But I Don’t Like The Neighborhood!
In his latest interview with Bloomberg, Leon Cooperman explained why equities are the best house in the neighborhood, but he doesn’t like the neighborhood. Here’s an excerpt from the interview: Cooperman: Well actually I would taking a slightly different approach. I’m shocked that interest rates are as low as they … Read More
80% Of The Stock Market Is Now On Autopilot
In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed 80% Of The Stock Market Is Now On Autopilot. Here’s a excerpt from the episode: Bill: I was reading Laughing Water’s letter the other day and he said that there’s J.P. Morgan stat that like, … Read More
Stanley Druckenmiller – Top 10 Holdings – Q1 2022 – New Buys – SPY (PUT), TECK, MSFT, CVX, CTRA
One 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 their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More
Bill Nygren: Now Is The Time To Take Advantage Of Increased Volatility & Market Declines
In his latest Q2 2022 Market Commentary, Bill Nygren explains why now is the time for investors to take advantage of increased volatility and market declines. Here’s an excerpt from the letter: Though it is tempting to believe that one should sell stocks following the onset of a bear market, … Read More
Terry Smith: TINA — There Is No Alternative
In his latest 2022 Semi Annual Letter, Terry Smith discusses TINA — There Is No Alternative. Here’s an excerpt from the letter. In inflationary periods, an acronym which is sometimes used to describe the investment options is TINA — There Is No Alternative. It refers to the concept that equities … Read More