As part of a new series here at The Acquirer’s Multiple, we’re going to be providing a comprehensive analysis of this week’s U.S Large-Cap Stock Screener including an overview, industry/sector analysis and performance, and our key observations. Market Overview: This week’s large-cap screener includes a diverse mix of industries with … Read More
Ray Dalio: Markets Tend To Equalize Opportunities Across All Bets
During this interview with William Green, Ray Dalio discusses the challenges of succeeding in financial markets, describing them as highly competitive and akin to a zero-sum game, where one participant’s gain is another’s loss. He highlights the complexity and resources required, noting Bridgewater’s extensive research and large team. Dalio stresses … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (12/13/2024)
This week’s best investing news: Ray Dalio’s Guide to All-Weather Investing in Uncertain Times (Investopedia) Bill Ackman: Stepping into the most pro-growth, pro-business administration in my adult lifetime (CNBC) The Humble Investor (Verdad) Mohnish Pabrai’s Presentation and Q&A at Boston College and Harvard Business School (MP) Large Cap or Value? … Read More
Howard Marks: When Investors Are Practicing Suspension Of Disbelief, It’s Dangerous
During this interview with Real Vision, Howard Marks discusses the risks of excessive optimism in financial markets, emphasizing how imprudent behavior drives prices too high based on overly favorable expectations, creating a risky environment. He recounts the distressed debt opportunities in 2002 following the telecom meltdown and scandals, which presented … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (12/06/2024)
This week’s best investing news: Mohnish Pabrai’s Talk with GreenHaven Road Partners Fund (MP) Cliff Asness on Equity Investing, Taxes and AI (Bloomberg) Ken Griffin on the 2024 Election and What’s Next for the U.S. Economy (Dealbook) Verdad’s Most Read Research Articles from the Past Year (Verdad) Aswath Damodaran – … Read More