AI Has The Animal Spirits Going Again

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During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed AI Has The Animal Spirits Going Again. Here’s an excerpt from the episode: Bill: I think what’s closer to reality is that AI got some animal spirits going again. Jake: Yeah, that’s true. Bill: I … Read More

Terry Smith: Focus On Fundamentals, Forget Macro

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In his latest Fundsmith semi-annual letter, Terry Smith reminds investors to focus on fundamentals and forget macro. Here’s an excerpt from the letter: Smith: To sum up, conditions are tougher and our companies are mostly having to cope with slower revenue growth and/or higher input costs. However, that’s what happens … Read More

One Stock Superinvestors Are Buying

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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

ChatGPT Heading The Same Way As NFTs

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During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed ChatGPT Heading The Same Way As NFTs. Here’s an excerpt from the episode: Tobias: I tracked NFTs for a while, but it just got too sad. I tracked the search term, NFT, but NFT, it’s … Read More

Tom Gayner: Never Be In A Hurry To Sell

Johnny HopkinsTom GaynerLeave a Comment

During his recent fireside chat at the Ben Graham 10th Annual Conference, Tom Gayner explained why you should never be in a hurry to sell. Here’s an excerpt from the chat: Gayner: Sell well, I tell the story about my grandmother, and if some of you know me, you might … Read More

Howard Marks – Top 10 Holdings – Latest 13F

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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

Puffery: Carlill v Carbolic Smoke Ball Co 1893

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During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Puffery: Carlill v Carbolic Smoke Ball Co 1893. Here’s an excerpt from the episode: Jake: When was the timeline on that one, by the way? When did they say that was–? Well, I guess, when … Read More

11 Book Recommendations By Terry Smith

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Terry Smith is a very successful investor, British hedge fund manager, and Founder and CEO of Fundsmith. He has recommended a number of books that have influenced his thinking and approach to investing. While this list is by no means complete, here are some of the book recommendations from Terry … Read More

Zooming Out On Berkshire Hathaway

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During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Zooming Out On Berkshire Hathaway. Here’s an excerpt from the episode: Bill: Jake, let’s do the veggies. Jake: Yes, sir. Bill: Hopefully, it’s about how all of the processing in electronic vehicles is in China … Read More

The Fed Is Hurting My Stocks

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During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed The Fed Is Hurting My Stocks. Here’s an excerpt from the episode: Bill: My wife said that when I was in Scotland, the amount of leftovers that were in the house were like asinine. She … Read More