One Stock Superinvestors Are Selling

Johnny HopkinsStock ScreenerLeave a Comment

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

What Makes Modern Day Conglomerates Great!

Johnny HopkinsPodcastsLeave a Comment

During their latest episode of the VALUE: After Hours Podcast, Valdez, Taylor, and Carlisle discuss What Makes Modern Day Conglomerates Great!. Here’s an excerpt from the episode: Tobias: What do you think distinguishes the Constellation, Danaher, Berkshire, Vista, like that modern day conglomerate or whatever it is? The conglomerate to … Read More

One Stock Superinvestors Are Buying

Johnny HopkinsStock ScreenerLeave a Comment

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

Becoming A Serial Acquirer Like Berkshire & Constellation

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During their latest episode of the VALUE: After Hours Podcast, Valdez, Taylor, and Carlisle discuss Becoming A Serial Acquirer Like Berkshire & Constellation. Here’s an excerpt from the episode: Tobias: What are your inspirations? Berkshire? What about something like Constellation or–? Mark: 100%. Yeah, Constellation– [crosstalk] Tobias: Because they have … Read More

Terry Smith – Top 10 Holdings – Latest 13F

Johnny HopkinsTerry SmithLeave a Comment

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 (S05 E24): Mark Valdez On Mergers And Acquisitions, Search Funds And Venture Capital

Johnny HopkinsPodcastsLeave a Comment

In their latest episode of the VALUE: After Hours Podcast, Mark Valdez, Jake Taylor, and Tobias Carlisle discuss: ​Becoming A Serial Acquirer Like Berkshire & Constellation What Makes Modern Day Conglomerates Great! Warren Buffett – Take The Dagger Off The Steering Wheel Investing Lessons From Earthworms Where Will Startups Turn … Read More

9 Book Recommendations From Bill Ackman

Johnny HopkinsInvesting BooksLeave a Comment

Bill Ackman is a very successful investor, hedge fund manager, and Founder and CEO of Pershing Square Capital Management. 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 nine book recommendations from Bill … Read More

Investing Lessons From Trees

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During their latest episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discuss Investing Lessons From Trees. Here’s an excerpt from the episode: Jake: You guys want to squeeze some veggies in? Tobias: Yeah, let’s do some veggies. Good idea. Jake: So, this week is all about the … Read More