Stock Screener
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- Warren Buffett: It’s A Huge Bargain To Buy Stocks Now If Interest Rates Stay Where They Are, Here’s WhyIn a recent CNBC interview Warren Buffett said, “The most important item, over time, in valuation is interest rates”. He added, “It’s a huge bargain to buy stocks now if you kne…
- Michael Mauboussin: The Incredible Shrinking Universe of Stocks – The Causes and Consequences of Fewer U.S. EquitiesMichael Mauboussin and the team at Credit Suisse Global Financial Strategies recently published a report on The Incredible Shrinking Universe of Stocks – The Causes and Conseque…
- Charles Munger: The Investing World Is Just A Morass Of Wrong Incentives, Crazy Reporting, And A Fair Amount Of DelusionDuring Saturday’s annual Berkshire Hathaway pilgrimage, Warren Buffett and Charlie Munger once again challenged the value of hedge funds and their managers. During the meeting B…
- Jason Zweig: Investors Expectations Are So Far-Fetched They Border On FantasyOne of our favorite columnists here at The Acquirer’s Multiple is Jason Zweig. Zweig recently wrote a great article on investor expectations saying, “[Investors] expectations ar…
- Third Point LLC – This Environment Is Undoubtedly Better For Active Investing. Here’s WhyOne of our favorite investors here at The Acquirer’s Multiple is Dan Loeb at Third Point LLC. Loeb founded Third Point, the asset management firm headquartered in New York, in 1…
- Value Investing Nuggets – Graham & Doddsville Newsletter – Winter 2017One of the best resources for value investors are the Graham & Doddsville Newsletters. The G&D newsletter is an investment publication from Columbia Business School (CBS) full o…
- Damodaran Credits Apple For Ignoring The ‘Advice’ From Wall Street AnalystsOne of the financial academics that we follow closely here at The Acquirer’s Multiple is Aswath Damodaran. Damodaran was recently interviewed by CNBC about Apple’s current cash …
- Bruce Berkowitz – ETF’s Occasionally Swing To Illogical Extremes – We Prefer Unpopular, Underpriced, and UnderweightedBruce Berkowitz recently released The Fairholme Funds 2016 Annual Report in which he discusses the current trend towards ETF investing and he provides the following warning for …
- Bridgepoint Education Soars 22% – Total Gain 124% To DateBridgepoint Education (NYSE:BPI) (Bridgepoint) reported its Q1 2017 results yesterday and the stock price soared 22%. Bridgepoint is a provider of post-secondary education servi…
- Shiller vs Siegel: The Bull & The Bear On Current Market ValuationsTwo Finance Professors that we follow closely here at The Acquirer’s Multiple are Yale Professor of Economics, Robert Shiller and Wharton Professor of Finance, Jeremy Siegel. Bo…
- Tweedy, Browne Co. – Passive Strategies Are Cyclical – Leading To A Comeuppance For Index FundsOne of the best resources for value investors are the newsletters at Value Investor Insight (VII), they’re full of great interviews with value investing gurus. VII recently inte…
- James Montier – This Is The Time To Sit There And Do A Winnie the Pooh. Here’s Why.One of the firms we like to watch closely is Boston-based asset manager GMO, and one member of its asset management team, James Montier. Montier recently did an interview with F…
- Ray Dalio – Markets Teach You Humility And They Teach You What WorksOne of our favorite investors here at The Acquirer’s Multiple is Ray Dalio. Dalio runs Bridgewater Associates and is known for his culture of independent free thinking, meritocr…
- 1300 Miles From Wall Street – Warren Buffett, Todd Combs, and Ted WeschlerWarren Buffet, Todd Combs and Ted Weschler of Berkshire Hathaway recently did an interview in Omaha, 1300 Miles from the hustle and bustle of Wall Street. In this interview Buff…
- Howard Marks – The Truth About InvestingOaktree Chairman Howard Marks did a great presentation earlier this month for the CFA Society in India called – The Truth About Investing. While the presentation was fantastic, …
(Month 7) – Up 10.02% – Bridgepoint Edu. up 88% – TAM Deep Value Stock PortfolioToday is the end of month seven of The Acquirer’s Multiple $45,000 – Deep Value Stock Portfolio – Real Money Game, and the portfolio is up 10.02% since inception, compared to 10…- Seth Klarman – ETF’s Provide Value Investors With A Distinct Advantage. Here’s Why.One of our favorite investors at The Acquirer’s Multiple – Stock Screener is Seth Klarman. Back in February this year, Klarman released The Baupost Group’s 2016 year end letter …
- Robert (Bob) Olstein – The Advantages Of Active Investing Over Passive InvestingOne of the investors we follow closely at The Acquirer’s Multiple – Stock Screener is Robert Olstein. Olstein is Chairman and Chief Investment Officer of Olstein Capital Managem…