In his book Principles, Ray Dalio discusses prioritizing investing decisions by weighing the value of seeking additional information against the cost of postponing a decision. Here’s an excerpt from the book: Think about the appropriate time to make a decision in light of the marginal gains made by acquiring additional … Read More
Musk Can’t Just Walk Away From Twitter
In their latest episode of the VALUE: After Hours Podcast, Brewster Taylor, and Carlisle discussed Musk Can’t Just Walk Away From Twitter. Here’s an excerpt from the episode: Tobias: The other weird one is, is Musk over with Twitter according to him? Bill: Now you are making me upset. Jake: … Read More
Sam Zell: The Secret To A Long & Successful Investing Career
In his recent interview with David Rubenstein, Sam Zell disclosed his secret to a long and successful investing career. Here’s an excerpt from the interview: I can’t answer that question without using the word optimism. You know one of Sam’s favourite Samisms is, we suffer from knowing the numbers. I … Read More
Mohnish Pabrai: Focusing On Multi-Baggers Is The Best Investing Strategy
In his recent interview with Narsee Monjee, Mohnish Pabrai explains why focusing on multi-baggers is the best investing strategy. Here’s an excerpt from the interview: I’ve come to the conclusion, and it’s actually a pretty… it took me a long time to figure this out, but I think for most … Read More
Charles Munger – Top 10 Holdings – Q2 2022
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
VALUE: After Hours (S04 E025): Musk over with $TWTR, Oil and Power, Buffett Buys More $OXY
In their latest episode of the VALUE: After Hours Podcast, Bill Brewster Jake Taylor, and Tobias Carlisle discuss: Musk Can’t Just Walk Away From Twitter Some Crazy Stats On The Biggest Hurdles To Clean Energy Will Buffett Take OXY Private? Waiting For Low Valuations And Buybacks The Fed’s Soft Landing … Read More
10 Big Named Companies Near 52 Week Lows
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