Ich bin heute umgezogen in unser Landhaus nach New Paltz. Jetzt suche ich mir eine größere Wohnung in… Der Beitrag Die 10 günstigsten US-Aktien. So preiswert, dass sie steigen müssen erschien zuerst auf Tim Schäfer Media.| Tim Schäfer Media
For Lee Ainslie, founder of Maverick Capital, investing success hinges on three pillars: rigorous research, management quality, and the discipline to hold convictions while admitting mistakes. “We’re simply trying to understand the dynamics behind different stocks, identify those that we think are long-term winners and long-term losers,” he explains.| The Acquirer's Multiple®
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As part of our ongoing series, each week we typically conduct a DCF on one of the companies in our screens. This week, we’re analyzing a premium alcohol giant — Constellation Brands Inc (STZ).| The Acquirer's Multiple®
During his recent interview with How Leaders Lead with David Novak, Jamie Dimon reflects on his upbringing and career offer invaluable lessons for investors, rooted in discipline, purpose, and a deep understanding of human behavior. His parents instilled in him core values that transcended finance, yet profoundly shaped his approach to investing. “The values were pretty basic,” Dimon recalls. “One is, you do the best you can. And whatever you do, you do the best you can. It wasn’t abo...| The Acquirer's Multiple®
As part of our ongoing series, each week we typically conduct a DCF on one of the companies in our screens. This week, we’re analyzing a global leader in quick-service dining — Domino’s Pizza Inc (DPZ).| The Acquirer's Multiple®
In The Little Book That Still Beats the Market, Joel Greenblatt distills decades of experience into a concise, witty, and surprisingly approachable framework for beating the market. At its core, Greenblatt introduces what he calls the “Magic Formula”—a systematic way to buy good companies at bargain prices.| The Acquirer's Multiple®
In a recent interview with CNBC, legendary value investor Mario Gabelli, chairman and CEO of Gamco Investors, shared his unfiltered views on today’s market dynamics. He dissects opportunities with his trademark blend of financial acumen and street smarts.| The Acquirer's Multiple®
In his interview with David Rubenstein, renowned value investor Chris Davis highlights a critical but often overlooked factor in investing success: behavior. Davis argues that the greatest obstacle to consistent returns isn’t market swings or stock selection—it’s how investors react to them.| The Acquirer's Multiple®
This week’s large-cap value screener reveals a select group of stocks offering a compelling blend of low valuation, strong free cash flow, and high shareholder returns.| The Acquirer's Multiple®
After months of underperformance, value stocks—especially in the small-cap space—are staging a quiet comeback. But growth, particularly in the large-cap segment, remains firmly in the driver’s seat. The latest performance data from Seeking Alpha on U.S. Equities across the S&P Indexes highlights a tale of two narratives: a long-term dominance by growth stocks and a short-term surge in value names.| The Acquirer's Multiple®
In their latest Q2 2025 commentary, Pzena Investment Management offers a sober but optimistic perspective for long-term investors confronting heightened volatility. “The second quarter was a wild ride for global equity markets,” they write, citing early-quarter declines sparked by trade-war fears and later volatility due to Middle East tensions.| The Acquirer's Multiple®
Value investing is an investment strategy focused on buying stocks trading at a discount relative to their intrinsic or fair value. Academic research shows value investing generates lower risk and higher long-term returns than dividend and growth investing.| Liberated Stock Trader
In a recent interview with The Investor’s Podcast, Guy Spier opened up about his philosophy—not just on investing, but on life. “I am alive,” he began with a smile, “and I’m glad to be on a podcast with you.”| The Acquirer's Multiple®
In a recent interview with SumZero, legendary value investor Monish Pabrai shared his thoughts on markets, leadership, and his unconventional bets on commodities.| The Acquirer's Multiple®
Prem Watsa’s top 5 U.S.-listed equity positions, as disclosed in his latest 13F filing, make up an outsized 70.81% of that portfolio — reflecting a conviction-driven strategy anchored in deep value, hard assets, and long-term compounding. His largest U.S. holding, Orla Mining Ltd (ORLA), alone comprises over 28%. Below is a detailed breakdown of each of the top five positions, including holdings data and commentary.| The Acquirer's Multiple®
In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Zeke Ashton discuss:| The Acquirer's Multiple®
In The Money Game, George Goodman (writing under the pseudonym “Adam Smith”) strips away the illusions of Wall Street with wit and psychological insight. The book isn’t a traditional guide to investing—it’s a sharp, philosophical, and often humorous exploration of why investors behave the way they do. Goodman opens with a powerful premise: “The world is not the way they tell you it is,” and this applies most acutely to the world of finance.| The Acquirer's Multiple®
Penman and Pope refine classic value investing through the lens of financial statements.| CFA Institute Enterprising Investor
Today, many continue to prioritise “price” over “quality” when it comes to stock investing. | KCLau.com
To calculate the margin of safety, estimate the next ten years of discounted cash flow (DCF) and divide it by the number of shares outstanding to get the intrinsic value. The difference between the intrinsic value and the stock price is the margin of safety percentage.| Liberated Stock Trader
