Value Investing Archives

Here is a list of the last 2000 value investing archives on The Acquirer’s Multiple:

• Introducing Acquirers Funds®
• This Acquirers Multiple Stock Appearing In Dalio, Smith, Klarman Portfolios
• First Eagle: Small-Cap Silver Linings
• Chris Bloomstran: Don’t Screw Around With A 1% Position If You Know The Business & Its Valuation
• 10-3 Inversion and Recessions
• One Stock Superinvestors Are Selling
• Lindsell Train: How To Find Companies That Will Survive In The Long-Term
• Howard Marks: Today’s Conditions Are Better For The Bargain Hunter Since GFC
• Cathie Wood Predicts Bitcoin To $1 Million By 2030
• One Stock Superinvestors Are Buying
• Mohnish Pabrai: Auction Driven Markets Really Are A Gift To Investors
• Bill Ackman: The Two Places To Invest Capital Right Now
• Journalytic Launch
• William Blair: Small-Cap Value Has Been Outperforming For 18 Months
• Bill Nygren: How To Identify And Value Quality Businesses
• Jeremy Grantham – Top 10 Holdings – Latest 13F
• VALUE: After Hours (S04 E43): Journalytic Launch, 10-3 Inversion and Recessions, SBF and FTX GTFO
• This Week’s 10 Big Named Companies Near 52 Week Lows
• This Week’s 10 Worst Performing Mega-Cap Stocks Last 12 Months
• Stock In Focus – TAM Stock Screener – Procter & Gamble Co (PG)
• This Week’s Best Value Investing News, Podcasts, Interviews (12/02/2022)
• Value’s Cheap
• This Acquirers Multiple Stock Appearing In Buffett, Greenblatt, Dalio Portfolios
• GMO: U.S “Deep Value” (Cheapest 20%) Is Very Cheap
• Jeremy Grantham: It’s Par For The Course For Markets To Be Wrong
• Tesla Needs To Justify Valuation
• One Stock Superinvestors Are Selling
• Warren Buffett: Never Read Analysts Reports
• Wes Gray: The Investor’s Monkey Brain
• Apoptosis – Build A Kill Criteria Into Your Investments
• One Stock Superinvestors Are Buying
• Tweedy Browne: This Is An Excellent Time To Be ‘Mining For Value’
• Cullen Roche: Investors Should Focus On The Portfolio They Need, Not The Portfolio They Want
• Alameda Promised High Returns With No Risk
• Mohnish Pabrai: Micro Will Always Trump Macro
• Joel Tillinghast: How To Hold A Stock For 20+ Years
• Seth Klarman – Top 10 Holdings – Latest 13F
• VALUE: After Hours (S04 E42): Cheap Value, Apoptosis, One of the Most Serious Podcasts in the World
• This Week’s 10 Big Named Companies Near 52 Week Lows
• This Week’s 10 Worst Performing Mega-Cap Stocks Last 12 Months
• Stock In Focus – TAM Stock Screener – Lowe’s Companies Inc (LOW)
• This Week’s Best Value Investing News, Podcasts, Interviews (11/25/2022)
• The Diverse Nature Of Berkshire’s Stock Picks
• This Acquirers Multiple Stock Appearing In Simons, Cohen, Greenblatt Portfolios
• Vitaliy Katsenelson: This Is The Time To Get Excited If You’re A Value Investor
• Rob Arnott: Value Is Now Ahead Of Growth Decade-To-Date
• Investing Lessons From Formula 1
• One Stock Superinvestors Are Selling
• Dwight Anderson: What Made Julian Robertson A Truly Great Investor
• Howard Marks: What Matters Most? Asymmetry
• Fortune Favors The Brave
• One Stock Superinvestors Are Buying
• Jim Chanos: Enron & FTX Shared The Same ‘Black Box’ Characteristics
• Bill Nygren: Investors Must Take Larger Positions To Have Maximum Impact On Their Portfolios
• Todd Combs on Buffett & Munger
• Warren Buffett: What To Consider When Investing In Companies Outside The U.S
• Michael Burry – Top 10 Holdings – Latest 13F
• Eugene Fama: Investing In The U.S Has Less Risk Than Investing Internationally
• VALUE: After Hours (S04 E41): Fortune Favors the Brave, Asteroid Mining, Tech Layoffs + GOOG Activism
• This Week’s 10 Big Named Companies Near 52 Week Lows
• This Week’s 10 Worst Performing Mega-Cap Stocks Last 12 Months
• This Week’s Best Value Investing News, Podcasts, Interviews (11/18/2022)
• Stock In Focus – TAM Stock Screener – Alphabet Inc (GOOGL)
• What To Do When The Big Flush Comes
• This Acquirers Multiple Stock Appearing In Dalio, Greenblatt, Simons Portfolios
• Li Lu: Investors Who Figure Out Their Own Style, And Stick To It, Will Have A Big Advantage
• Bruce Flatt: Price And Value Are Rarely The Same; This Often Creates Opportunity
• Small Quality Value Crushing It
• Charles Ellis: The Biggest Change In 60 Years Of Investing
• Charles Munger: Investing Firms Have Had Their Reputations Destroyed By Crypto
• One Stock Superinvestors Are Selling
• What The Buffett Indicator Is Telling Us
• One Stock Superinvestors Are Buying
• Ray Dalio: Investors Need To Look At Returns Relative To Inflation
• Charles Munger: A Good Business, But Not A Fabulous Business, Tends To Fall Into Two Categories
• Growth Investing In Value Industries
• Rich Pzena – Top 10 Holdings – Latest 13F
• Bill Ackman: In This Market Investors Should Focus On Super-Durable Growth Companies
• François Rochon: Write Down Your 3 Biggest Mistakes Every Year
• VALUE: After Hours (S04 E40): The Buffett Indicator, Small Quality Value, Risk and Crashes
• This Week’s 10 Big Named Companies Near 52 Week Lows
• This Week’s 10 Worst Performing Mega-Cap Stocks Last 12 Months
• Stock In Focus – TAM Stock Screener – Pfizer Inc (PFE)
• This Week’s Best Value Investing News, Podcasts, Interviews (11/11/2022)
• Invest Where The Puck Is Going
• This Acquirers Multiple Stock Appearing In Dalio, Cohen, Simons Portfolios
• Mohnish Pabrai: Most Business Moats Are Created Accidentally
• Charles Munger: The Two Things You Shouldn’t Watch – Sausage Making & Legislation Making
• Biggest Winners In The New Energy Paradigm
• One Stock Superinvestors Are Selling
• Vitaliy Katsenelson: It Will Be Much More Rewarding To Be A Value Investor As Common Sense Comes Back To Markets
• Ian Cassel: Don’t Worry About Illiquidity, Worry About Being Right!
• Here’s Why Tesla’s Margins Don’t Make Sense
• One Stock Superinvestors Are Buying
• Michael Mauboussin: How To Build Your Investment Process
• Tweedy Browne: Non-US Stocks Priced For Armageddon
• The Big Contrarian Energy Trade
• Elliott Management: Current Market Extremes Worse Than The Post-WWII Period
• Carl Icahn: Corporate America Only Has Itself To Blame
• Ray Dalio – Top 10 Holdings – Latest 13F
• Acquirers Podcast: Vincent Daniel and Porter Collins from Seawolf on Energy, Inflation and the Fed
• This Week’s 10 Big Named Companies Near 52 Week Lows
• This Week’s 10 Worst Performing Mega-Cap Stocks Last 12 Months
• Stock In Focus – TAM Stock Screener – Procter & Gamble Co (PG)
• This Week’s Best Value Investing News, Podcasts, Interviews (11/4/2022)
• A Pace Layer Approach To Investing
• First Eagle: Generational Buying Opportunities Ahead
• Morgan Housel: Most Of Your Investing Success Will Come From A Small Fraction Of Your Investments
• This Acquirers Multiple Stock Appearing In Klarman, Dalio, Watsa Portfolios
• Pick A Stock Or Credit To ‘Lose’ The Most In The Next 12 Months
• Vitaliy Katsenelson: Prudent Investing Means Sometimes You’re Going To Look Like A Moron
• Polen Capital: 5 ‘Guardrails’ For Finding The Best Opportunities
• One Stock Superinvestors Are Selling
• No Panic But 2022 Daily Declines Only Exceeded By 2008 & 2002
• Warren Buffett: Wonderful Industries Do Not Always Equate To Wonderful Businesses
• Rob Arnott: Your Tolerance For Downside Risk Is Considerably Less Than You Think It Is
• One Stock Superinvestors Are Buying
• Value Investing In The 70s
• Terry Smith – Top 10 Holdings – Latest 13F
• Jim Chanos: There Are Lots Of Businesses Out There With Unsustainable Business Models
• David Einhorn: Value Investing Will Continue To Be A Very Successful Strategy
• VALUE: After Hours (S04 E38): No Panic, Value Investing in the 70s, 10-3 Treasury Inversion, Pace Layers
• 10 Big Named Companies Near 52 Week Lows
• 10 Worst Performing Mega-Cap Stocks Last 12 Months
• Stock In Focus – TAM Stock Screener – Meta Platforms Inc (META)
• This Week’s Best Value Investing News, Podcasts, Interviews (10/28/2022)
• When Is The Market Not Expensive?
• This Acquirers Multiple Stock Appearing In Dalio, Simons, Greenblatt Portfolios
• Daniel Kahneman: Investors Need To Make Peace With Their Losses
• Wally Weitz: Don’t Wait For The Robins
• David Einhorn Positive About The Future Of Value
• Howard Marks: Contrarianism – Leaning Against The Excesses Of Investor Psychology
• Aswath Damodaran: Think Of Investing As Humble Money Versus Arrogant Money
• One Stock Superinvestors Are Selling
• Ten Things That Derail Peter Leyden’s Future
• David Einhorn: These Are ‘Very Strange Times’
• Ken Griffin: You Don’t Want To Own So Many Equities That You’re Forced To Sell At The Bottom
• One Stock Superinvestors Are Buying
• Chuck Akre On Recouping Bear Market Losses
• Warren Buffett: You Don’t Always Need A Large Margin Of Safety
• Stanley Druckenmiller: We’ve Become Complacent About What ‘Long-Term’ Means
• Prem Watsa – Top 10 Holdings – Latest 13F
• VALUE: After Hours (S04 E37): Cathie Wood and Charles Akre, Ten Things That Derail Peter Leyden’s Future
• 10 Big Named Companies Near 52 Week Lows
• 10 Worst Performing Mega-Cap Stocks Last 12 Months
• Stock In Focus – TAM Stock Screener – Alphabet Inc (GOOGL)
• This Week’s Best Value Investing News, Podcasts, Interviews (10/21/2022)
• Peter Leyden – The Next Big Long Tech Boom
• This Acquirers Multiple Stock Appearing In Simons, Pzena, Gabelli Portfolios
• Dan Loeb: What The Smartest Man In America Told Me
• Ian Cassel: The Hardest Part About Dealing With Drawdowns
• Why Has The EV/EBIT Spread Blown Out?
• One Stock Superinvestors Are Selling
• Adam Smith: Constant Growth Cannot Continue Ad Infinitum
• Warren Buffett: How To Determine If Someone Is A Great Capital Allocator
• The Reason Analysts Systematically Overshoot On Earnings
• One Stock Superinvestors Are Buying
• Mohnish Pabrai: Where To Start Your Company Analysis
• Cathie Wood: Disruptive Innovation Will Be Valued At $210 Trillion By 2030
• Investors Are Extremely Bearish But Still Holding Stocks
• Warren Buffett & Charlie Munger: Why We Still Invest In Capital Intensive Businesses
• Annie Duke: How To Deal With Losing Stocks
• Bruce Berkowitz – Top 10 Holdings – Latest 13F
• VALUE: After Hours (S04 E36): Analysts Predicting Growth, Peter Leyden Futurism, Letter to the Fed
• 10 Big Named Companies Near 52 Week Lows
• 10 Worst Performing Mega-Cap Stocks Last 12 Months
• Stock In Focus – TAM Stock Screener – Verizon Communications Inc (VZ)
• This Week’s Best Value Investing News, Podcasts, Interviews (10/14/2022)
• Finding Cheap Opportunities Today
• This Acquirers Multiple Stock Appearing In Dalio, Singer, Cohen Portfolios
• John Rogers: There Will Always Be Opportunities For Value Investors That Are Left In This Market
• Jim Rogers: Successful Investing Is Extremely Boring
• Now Is Not The Time To Sell
• One Stock Superinvestors Are Selling
• David Einhorn: Value Investing May Never Come Back
• Paul Tudor Jones: It’s Time To Deploy The Recession Handbook
• An Amazon Retrospective
• One Stock Superinvestors Are Buying
• Bill Nygren: This Is A Stock-Pickers Market
• Bill Ackman: The Best Businesses In The World Have Pricing Power
• Your Odds Of Picking Long-Term Growth Companies Are No Better Than A Coin Flip
• GMO: Value Is Poised To Outperform Growth
• Mohnish Pabrai: One More Lesson I Learned While Talking To Charlie Munger
• Charles Munger – Top 10 Holdings – Q3 2022
• VALUE: After Hours (S04 E35): Predicting Growth, Dalio Steps Down, Musk v $TWTR Back On, $AMZN Retrospective
• 10 Big Named Companies Near 52 Week Lows
• 10 Worst Performing Mega-Cap Stocks Last 12 Months
• Stock In Focus – TAM Stock Screener – Abbott Laboratories (ABT)
• This Week’s Best Value Investing News, Podcasts, Interviews (10/7/2022)
• Chaotic Selling Is The Signal To Buy, Not The Signal To Sell
• This Acquirers Multiple Stock Appearing In Dalio, Greenblatt, Ainslie Portfolios
• GMO: It’s Time For Value Investors To Take A Fresh Look At Quality Growth Companies
• Rob Arnott: Investors Should Consider A Cheap Diversifiers Strategy
• Get Your Man-Overboard Plans Ready Before It’s Too Late
• One Stock Superinvestors Are Selling
• Bill Miller: 6 Reasons This Market Is Not Like 2008
• Howard Marks: You Don’t Make Money Buying & Selling, You Make Money By Holding
• Ben Graham Lost Everything Using Margin Leverage
• One Stock Superinvestors Are Buying
• Jim Rogers: Investors Should Be Skeptical & Question Everything
• Mohnish Pabrai: 2 Big Mistakes You Make By Being A Cheapskate
• A Better Definition Of A Bear Market
• Bill Ackman: This Is Another Great ‘Moment’ To Buy Stocks
• Stanley Druckenmiller: “I Will Be Stunned If We Don’t Have A Recession In ’23”
• Howard Marks – Top 10 Holdings – Q2 2022 – New Buys ALVO, CHKEL, TOL, PHM, IBN
• VALUE: After Hours (S04 E34): Build-a-Bear Workshop; The Gini Coefficient; and Graham on Margin
• 10 Big Named Companies Near 52 Week Lows
• 10 Worst Performing Mega-Cap Stocks Last 12 Months
• Stock In Focus – TAM Stock Screener – Meta Platforms Inc (META)
• This Week’s Best Value Investing News, Podcasts, Interviews (9/30/2022)
• Indexing Is Harder Than It Sounds
• This Acquirers Multiple Stock Appearing In Dalio, Pzena, Watsa Portfolios
• Rob Arnott: Investors Should Always ‘Average In’ To What’s Out-Of-Favor And Unloved Now
• Howard Marks: Blanket Advice To Buy Or Sell Isn’t Very Useful
• The Argument Against Concentration
• One Stock Superinvestors Are Selling
• Bruce Greenwald: What To Do When No Good Opportunities Exist
• Ray Dalio: Markets Can Always Be Beaten
• Investing Lessons From Vermeer Fakes
• One Stock Superinvestors Are Buying
• Warren Buffett: You Cannot Get Rich With A Weather Vane
• Jeffrey Gundlach: How to Determine Your Risk Tolerance Level
• Comparing The PE Ratios Of The Nifty Fifty Companies With Today
• Tom Russo: How Warren Buffett And Charlie Munger Life Lessons Are Linked To Investing
• Stanley Druckenmiller: I Predicted The 2008 Financial Crisis Thanks To A Lehman Brothers Analyst
• Jim Simons – Top 10 Holdings – Q2 2022 – New Buys MSFT, CVX, BRK.B, SHOP, AXP
• VALUE: After Hours (S04 E33): Equity Duration & Inflation, The Nifty Fifty, and Vermeer Fakes
• 10 Big Named Companies Near 52 Week Lows
• 10 Worst Performing Mega-Cap Stocks Last 12 Months
• Stock In Focus – TAM Stock Screener – Alphabet Inc (GOOGL)
• This Week’s Best Value Investing News, Podcasts, Interviews (9/23/2022)
• We All Make Mistakes We Regret
• This Acquirers Multiple Stock Appearing In Pabrai, Klarman, Dalio Portfolios
• Royce: Finding Opportunities In ‘Fallen Angels’
• Steve Romick: How Value Investing Has Changed Since Graham & Dodd
• A Great Lesson For New Investors
• One Stock Superinvestors Are Selling
• Leon Cooperman: My Stock Selection Criteria For This Market
• Howard Marks: The Classic Killer In Investing Is To Borrow Short To Lend Long
• Sometimes The Best Strategy Is To Carpet-Bomb Near The Bottom
• One Stock Superinvestors Are Buying
• Aswath Damodaran: Individual Investors Have A Huge Advantage Over Portfolio Managers
• Tom Russo: The Genius Of Warren Buffett After Buying See’s Candies
• Charlie Munger: I Would Take An Axe To The Financial Sector
• Mohnish Pabrai: Investor Misery Is Driven By The Inability To Do Nothing
• Li Lu – Top 10 Holdings – Q2 2022 – New Buys GOOG, GOOGL
• Why Warren Buffett Is Buying Energy
• 10 Big Named Companies Near 52 Week Lows
• 10 Big Named Companies Near 52 Week Highs
• This Week’s Best Value Investing News, Podcasts, Interviews (9/16/2022)
• Stock In Focus – TAM Stock Screener – Pfizer Inc (PFE)
• Warren Buffett Runs Berkshire Like The Fed Should Be Run
• This Acquirers Multiple Stock Appearing In Dalio, Simons, Singer Portfolios
• Tweedy Browne: Price Matters Again
• Howard Marks: Waiting For The Bottom To Buy Is A Terrible Idea!
• Can Mega-Bears Happen If Everyone Knows It’s About To Happen?
• One Stock Superinvestors Are Selling
• Michael Mauboussin: Look For Businesses That Have ‘Option Value’
• Stanley Druckenmiller: The Market Is Going To Be Flat For 10 Years
• Trend Following Keeps You Out Of The Waterfall
• One Stock Superinvestors Are Buying
• Joel Greenblatt: 3 Timeless Investing Principles
• Mohnish Pabrai: Why It’s So Difficult To Replicate Warren Buffett’s Past Returns Today
• Tera-Caps and Tech Outperformance
• Warren Buffett: Why We Don’t Do More Due Diligence
• John Rogers: When To Sell Stocks
• Joel Greenblatt – Top 10 Holdings – Q2 2022 – New Buys EXC, IVV, GSPY, PEG, SPY
• VALUE: After Hours (S04 E32): Tera-Caps and Tech Outperformance; The Price of Time;
• 10 Big Named Companies Near 52 Week Lows @Ycharts
• Stock In Focus – TAM Stock Screener – The Home Depot Inc (HD)
• This Week’s Best Value Investing News, Podcasts, Interviews (9/9/2022)
• Howard Marks: It’s OK To Say “I Don’t Know!”
• You Only Need One Good Investment In Life
• This Acquirers Multiple Stock Appearing In Dalio, Greenblatt, Simons Portfolios
• Cliff Asness: If Great Investing Was Easy, Everyone Would Do It, And The Premium Would Go Away
• Mohnish Pabrai: Investors Should Ignore The ‘Mickey Mouse’ Macro Noise
• Small Caps are Due
• One Stock Superinvestors Are Selling
• The Top 10 Most Shorted Stocks (S&P500) @ycharts
• Jeffrey Gundlach: There’s One Thing More Powerful Than Fear And Greed
• Bill Ackman: Fed Rate To Hit 4%. Inflation’s Coming Off.
• Investing Lessons From Through-Hiking
• Where are the Customers’ Yachts?: Ride Your Winners
• The 10 Most Profitable Companies In The U.S (S&P500) @Ycharts
• Charles Munger: There’s A Lot Of Misery To Be Obtained By Misusing Stocks
• One Stock Superinvestors Are Buying
• Crypto Bankruptcies
• Jim Rogers: Us Old ‘Peasants’ Know Gold And Silver Will Protect You When Everything’s Collapsing
• Howard Marks: This ‘Recession’ Won’t Last Long
• Jeremy Grantham – Top 10 Holdings – Q2 2022 – New Buys ISRG, HES, GSK, BP, UBS
• VALUE: After Hours (S04 E31): Crypto Bankruptcies, Pacific Crest Through-Hiking, Small Caps are Due
• 10 Big Named Companies Near 52 Week Lows @Ycharts
• Stock In Focus – TAM Stock Screener – Meta Platforms Inc (META)
• This Week’s Best Value Investing News, Podcasts, Interviews (9/2/2022)
• Are We In The Eye Of A Hurricane?
• 10 Companies That Generate Huge Free Cash Flows (Non-Financial) @Ycharts
• Jeremy Grantham: Prepare For An Epic Superbubble Finale
• Warren Buffett: How To Overcome Fear When Everyone Else Is Scared
• This Acquirers Multiple Stock Appearing In Dalio, Pzena, Simons Portfolios
• How Long Should You Look Back To Forecast Forward?
• One Stock Superinvestors Are Selling
• Tobias Carlisle: Most Investors Cannot Stomach A Lumpy 15% Return
• Mohnish Pabrai: The Holy Grail Portfolio
• How Often Should You Underwrite Your Portfolio?
• One Stock Superinvestors Are Buying
• Josh Wolfe: REdiscovering The Meaning Of Price
• Howard Marks: The Investor’s Dichotomy
• Bull, Bear, And Benign Return Paths From Here
• Vitaliy Katsenelson: Great Value Investing Requires Thoughtful Arrogance
• Sanjay Bakshi: Sometimes The Best Investment Decisions End In Bad Outcomes
• Seth Klarman – Top 10 Holdings – Q2 2022 – New Buys WBD, EDU, LSXMK, LSXMA, AMZN
• VALUE: After Hours (S04 E030): The Long Way; $SPY Bull, Bear, Basic and Benign Return Paths
• The Worst Performing Stocks – Last 12 Months – S&P500 @Ycharts
• 10 Big Named Companies Near 52 Week Highs @Ycharts
• 10 Big Named Companies Near 52 Week Lows @Ycharts
• Stock In Focus – TAM Stock Screener – Alphabet Inc (GOOGL)
• This Week’s Best Value Investing News, Podcasts, Interviews (8/26/2022)
• Warren Buffett’s Oil Bet
• This Acquirers Multiple Stock Appearing In Dalio, Watsa, Pzena Portfolios
• 10 Micro-Cap Companies That Have Seriously Outperformed Last 12 Months @Ycharts
• Chris Davis: The Insanity Of Market Panics
• Choose One Asset To Hold For The Next 246 Years
• 10 Big Named Companies That Have Seriously Outperformed Last 12 Months @Ycharts
• Jim Chanos: Julian Robertson Was The Portfolio Manager’s Portfolio Manager
• One Stock Superinvestors Are Selling
• We’re In ‘The Boring 20s’ Market
• One Stock Superinvestors Are Buying
• Ian Cassel: Finding Opportunities In Scarcity
• Bill Ackman: The Fund Manager’s Dilemma
• Michael Burry Sells All But Prisons
• Cam Harvey & Rob Arnott: Today’s Inflation Is Unprecedented
• David Einhorn – Top 10 Holdings – Q2 2022 – New Buys CEIX, KD, AAWW, GLD, CNXC
• Jim Rogers: Every Bull Market Ends The Same Way
• VALUE: After Hours (S04 E029): The Boring 20s, Burry Sells All But Prisons, Value and Interest Rates
• Stock In Focus – TAM Stock Screener – Himax Technologies Inc (HIMX)
• 10 Big Named Companies Near 52 Week Lows @Ycharts
• This Week’s Best Value Investing News, Podcasts, Interviews (8/19/2022)
• The Amount Of Raw Material That Goes Into An Electric Vehicle
• This Acquirers Multiple Stock Appearing In Burry, Simons, Cohen Portfolios
• Jake Taylor: How To Avoid Your Blind Spots
• Edward Chancellor: ‘New’ Technology Red Flags
• The Big Four Basic Key Materials Of The Modern World
• One Stock Superinvestors Are Selling
• Aswath Damodaran: The Biggest Reason For Bad Valuations
• Cliff Asness: Is Value Really An Interest Rate Bet?
• Value Spread Very Very Wide
• One Stock Superinvestors Are Buying
• George Soros: The Boom/Bust Cycle Explained
• Seth Klarman: Avoidance Of Loss Is The Surest Way to Ensure A Profitable Outcome
• David Einhorn – Why Value Is Ripping!
• Howard Marks: The Cardinal Sin Of Investing
• Jamie Dimon: This Is Not A Normal Recession
• Rich Pzena – Top 10 Holdings – Q2 2022 – New Buys SSNC, C, BMY, TCOM, GIL
• VALUE: After Hours (S04 E028): Wide Value Spread, Einhorn on Value, Aggregate in Aggregate
• 10 Big Named Companies Near 52 Week Lows @Ycharts
• 10 Big Named Companies With Huge Free Cash Flows @Ycharts
• Stock In Focus – TAM Stock Screener – Stewart Information Services Corp (STC)
• Is Verizon Communications Inc (VZ) A Great Value Stock? @Ycharts
• This Week’s Best Value Investing News, Podcasts, Interviews (8/12/2022)
• Buy Now/Pay Later Looks Great In A Healthy Economy
• This Acquirers Multiple Stock Appearing In Icahn, Dalio, Simons Portfolios
• Jake Taylor: Which Type Of Investor Are You?
• Terry Smith: We Still Haven’t Reached The ‘Capitulation Phase’
• Market Sentiment Indicates We’re Close To The Bottom
• One Stock Superinvestors Are Selling
• Tom Gayner: How We Think About Capital Allocation
• Bill Nygren: Why This ‘Recession’ Is Different
• What’s Driving High ROE In Value Stocks?
• One Stock Superinvestors Are Buying
• Tom Russo: Invest In Companies Where The Customer Doesn’t Believe There’s An Adequate Substitute
• Jim Rogers: The One Place You Want To Be Investing In Periods Of High Inflation
• Why Are 60/40 Portfolios Underperforming?
• David Einhorn: Invest In Companies That Are Buying Back Stock During Bear Markets
• Howard Marks: Investors Should Search For Bargains In The ‘Uninvestable’ Pile
• Terry Smith – Top 10 Holdings – Latest 13F – New Buys ADBE, MTD, SABR, CGNX, WING
• The Market’s Imperfect Discounting Mechanism
• 10 Big Named Companies Near 52 Week Lows @Ycharts
• 10 Big Named Companies With Huge Free Cash Flows @Ycharts
• Is Meta Platforms Inc (META) A Great Value Stock? @Ycharts
• Stock In Focus – TAM Stock Screener – Pzena Investment Management Inc (PZN)
• Howard Marks: What To Do When The Stock You Sold Continues To Skyrocket
• This Week’s Best Value Investing News, Podcasts, Interviews (5/8/2022)
• Insane Amount Of Energy Required To Put Food On A Plate
• This Acquirers Multiple Stock Appearing In Klarman, Dalio, Watsa Portfolios
• Peter Lynch: Investors Should Never Ignore Entire Categories Of Companies
• Ken Fisher: Debunk – One Bear Market & You’re Done
• Inflation Is Class Warfare
• One Stock Superinvestors Are Selling
• Bill Ackman: The Reason That Inflation Continues To ‘Rage’
• David Einhorn: TWTR – We’re Getting 50-50 Odds On Something That Should Happen 95%+ Of The Time
• Recession Or Mean Reversion After 2 Year Sugar High
• One Stock Superinvestors Are Buying
• Jim Rogers: Waiting For The Spark That Will Cause A Big Big Rally
• Jeremy Grantham: The Stock Market ‘Termites’ Always Go For The Juiciest Speculative Things First
• The Trillion Dollar Question For All Investors
• Ray Dalio – Top 10 Holdings – Latest 13F – New Buys EEM, MDT, IEMG, PFE, BRK.B
• Howard Marks: Here’s Why Investors Should Ignore Macro Forecasts
• Ray Dalio: How Investors Can Cut Their Risk In Half
• VALUE: After Hours (S04 E027): Small Value is Quality, Energy in Food, Financials and the Consumer
• 10 Big Named Companies Near 52 Week Lows @Ycharts
• Stock In Focus – TAM Stock Screener – Warrior Met Coal Inc (HCC)
• Is Netflix Inc (NFLX) A Great Value Stock? @Ycharts
• This Week’s Best Value Investing News, Podcasts, Interviews (7/29/2022)
• Jeremy Grantham: Where Is The Bottom Of This Bear Market?
• Another Lost Decade For Market Returns
• This Acquirers Multiple Stock Appearing In Marks, Simons, Fisher Portfolios
• Aswath Damodaran: Even The Worst Investors Can Get Lucky
• Nelson Peltz: The Biggest Mistake Investors Make
• Investing Lessons From Golf Pro Matt Fitzpatrick
• 10 Big Named Companies With Huge Free Cash Flows @Ycharts
• One Stock Superinvestors Are Selling
• Pzena: Value’s Opportunity In Uncertain Times
• Howard Marks: Investing Is Like Golf
• Why Artificial Intelligence Will Never Beat the Stock Market
• One Stock Superinvestors Are Buying
• Matt Sweeney: Being Comfortable When Everything Is Uncomfortable Drives Huge Investment Returns
• Mohnish Pabrai: How To Assess Any Business In 30 Seconds
• Bulk Of The Selling Still To Come
• Jim Rogers: The Next Bear Market ‘Has’ To Be Horrible
• Howard Marks: Should Investors Buy The Dip?
• Jeremy Grantham – Top 10 Holdings – Latest 13F
• VALUE: After Hours (S04 E026): Market Valuation, Historical Bears, And Artificial Intelligence
• 8 Big Named Companies Near 52 Week Lows
• Stock In Focus – TAM Stock Screener – Resolute Forest Products Inc (RFP)
• Is British American Tobacco PLC (BTI) A Great Value Stock? @Ycharts
• This Week’s Best Value Investing News, Podcasts, Interviews (7/22/2022)
• Waiting For Low Valuations And Buybacks
• This Acquirers Multiple Stock Appearing In Klarman, Abrams, Smith Portfolios
• David Rolfe: Investors Should Heed Stanley Druckenmiller’s Warning On So-Called ‘Soft Landings’
• GMO: The Best Places To Fish In This Market
• Michael Mauboussin: Investors Must Look Past Simple Measures Of Profits To Understand A Business’s True Ability To Create Value
• Will Warren Buffett Take OXY Private?
• One Stock Superinvestors Are Selling
• Rich Pzena: Why Value Investing Continues To Work
• Joel Greenblatt: When It Makes Sense To Bet 40% Of Your Portfolio On One Stock
• The Biggest Hurdles To Clean Energy
• One Stock Superinvestors Are Buying
• Bill Smead: Beware The Two-Headed Investment Monster
• Ray Dalio: Weigh The Value Of Seeking Additional Information Against The Cost Of Postponing A Decision
• Musk Can’t Just Walk Away From Twitter
• Sam Zell: The Secret To A Long & Successful Investing Career
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• VALUE: After Hours (S03 E48): Holiday Special, Time Person of the Year Indicator, Hard Work, AMC Spaces
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• This Acquirers Multiple Stock Appearing In Simons, Greenblatt, Gabelli Portfolios
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• Joel Greenblatt: Market-Cap-Weighted Index Funds Guarantee Investors Own Less Bargain Priced Stocks
• Stock In Focus – TAM Stock Screener – Industrias Bachoco, S.A.B. de C.V. (NYSE: IBA)
• Mauboussin – Turn And Face The Strange
• This Week’s Best Value Investing News, Research, Podcasts 10/1/2021
• This Acquirers Multiple Stock Is Appearing In Dalio, Grantham, Gayner Portfolios
• Brandes Investment: Technologies May Change: Investing Fundamentals Don’t
• Charlie Munger: There Are Many Ways To Succeed In Investing
• VALUE: After Hours (S03 E36): China; $BABA; Evergrande; $AAPL Losing Innovation; Mauboussin Strange
• The Mark-To-Market Fallacy In Private Equity
• Explosion In Retail Trading Accounts
• Mark Yusko: Markets Are Broken! You Would Have To Live 111 Years To Get A 10% Return
• Terry Smith: 6 Criteria For Finding Exceptional Businesses
• One Stock Superinvestors Are Selling
• Is Groupthink Impacting Your Results?
• The 3 Pillars Of Private Equity That Hurt Investors
• Warren Buffett: All Earnings Are Not Created Equal
• Rich Pzena: Why Returns Deteriorate As You Grow
• Rob Arnott: Value Stocks Only Asset Class Likely To Generate 5%–10% Real Return Over Coming Decade
• One Stock Superinvestors Are Buying
• Value Enticing Relative To Growth
• IRR – The Faulty Metric of Private Equity
• Terry Smith Top 10 Holdings (Q2 2021)
• (Ep.130) The Acquirers Podcast: Jeffrey C Hooke – LBO MYTHS: Private Equity Myths
• Jim Simons: The Golden Rule Of Investing
• Rob Vinall: The Most Important Factor In Investing
• Warren Buffett: Putting 75% Of Your Net Worth Into A ‘Lead-Pipe Cinch’
• Stock In Focus – TAM Stock Screener – Boise Cascade Co (NYSE: BCC)
• Ken Fisher: Investors Overlooking The Most Important Metric – GOPM
• How Fishing Makes You A Better Investor
• This Week’s Best Value Investing News, Research, Podcasts 9/24/2021
• This Acquirers Multiple Stock Is Appearing In Cohen, Ainslie, Greenblatt Portfolios
• Weitz: How To Identify Quality Companies
• Chuck Akre: Timeless Lessons From Warren Buffett
• VALUE: After Hours (S03 E35): Value Growth Spread Widest Ever, Fishing With Munger In China, Think Twice
• Gamification Of Robinhood
• One Stock Superinvestors Are Selling
• James Montier: Anyone Can Create Their Own Currency
• Mark Leonard: Great Management – You Don’t Need To Find The Reincarnation Of Peter Drucker On Roller Skates
• Scale Advantage – Suspending The Laws of Economics
• Robinhood’s Deals With Wholesale Market Makers
• Sequoia : Don’t Try To Emulate Your Investing Idols
• Steven Romick: History Shows That High Earnings Growth Is Unsustainable
• One Stock Superinvestors Are Buying
• GMO – Growth & Value Outperformance Phenomenon
• Gamblers ‘Enjoy’ Losing
• Michael Mauboussin: Make Better Investing Decisions – Seek Out Dissenting Views
• Jim Simons Top 10 Holdings (Q2 2021)
• (Ep.129) The Acquirers Podcast: Dr Richard Smith – Risky Business: Managing Risk Under Uncertainty
• Ron Baron: You Must Be Able To Hold A Stock For A Number Of Years That Doesn’t Make A Return
• Vitaliy Katsenelson: Invest In Management That Have Skin-In-The-Game
• Stock In Focus – TAM Stock Screener – SYNNEX Corporation (NYSE: SNX)
• Grantham’s Everything Bubble
• This Week’s Best Value Investing News, Research, Podcasts 9/17/2021
• John Paulson: You Can’t Short Crypto
• Joel Greenblatt: Ignore Traditional Value Investing Metrics When It Comes To FANMAG Stocks
• This Acquirers Multiple Stock Is Appearing In Dalio, Cohen, Simons Portfolios
• VALUE: After Hours (S03 E34): Mass Extinctions, GMO’s Value vs Growth Letter, And Grantham’s Bubble Call
• Using AI To Decipher Footnotes
• Advisor Perspectives: Most Investment Pros Can’t Beat The Market
• Smead Capital: The McNealy Problem
• One Stock Superinvestors Are Selling
• The Impact Of China’s Widening Crackdown
• The New Value Factor
• Rob Arnott: You Need Courage To Invest In Value Stocks
• Against The Gods: The Theory Police & When It Really Counts
• One Stock Superinvestors Are Buying
• Companies That Tell The Truth Outperform
• Memetics – How Peter Thiel Turned $500K Into $1 Billion+
• Howard Marks: There Are No Sure Things In Investing
• Bill Ackman Top 10 Holdings (Q2 2021)
• Aswath Damodaran: Value Investors Should Consider Young Growth Money Losing Companies
• (Ep.128) The Acquirers Podcast: David Trainer – Core Earnings, New Data On Excess Alpha From Earnings Distortions
• Aswath Damodaran: When Someone Tells You The Market’s Expensive, Check Out Their Age
• Cliff Asness: Shorting Your Way to a Greener Tomorrow
• Stock In Focus – TAM Stock Screener – SciPlay Corp (NASDAQ: SCPL)
• This Week’s Best Value Investing News, Research, Podcasts 9/10/2021
• NFTs: The Future of Art Or A Waste Of Money
• Warren Buffett: Beware Of Investment Activity That Produces Applause
• Michael Mauboussin: Investors Won’t Make Good Decisions That May Appear Wrong In The Short-Term
• Terry Smith: Investing In Bitcoin Is Greater Fool Theory
• This Acquirers Multiple Stock Is Appearing In Paulson, Marks, Ainslie Portfolios
• VALUE: After Hours (S03 E33): Memetics, NFTs, China Crackdown, Housing Prices
• Take Small Positions If The Stock’s Expensive
• Cliff Asness: The Confusion Around Value Investing
• One Stock Superinvestors Are Buying (NYSE: BABA)
• Are You The Average Of The Five People You Spend The Most Time With?
• #neversell Gets You Through Drawdowns
• Peter Thiel: Lessons Learned From Not Participating In The ‘Series B’ Round In Facebook
• One Stock Superinvestors Are Selling (NYSE: WFC)
• Average Up & Bet Hard
• Just Buy The Best Companies
• Howard Marks: The ‘We Don’t Invest In Tech’ Misnomer
• David Einhorn Top 10 Holdings (Q2 2021)
• (Ep.127) The Acquirers Podcast: Matt Cochrane – Moat Quality: Wide-Moat, Quality, Growth Investing
• Aswath Damodaran: This Might Explain Why Munger Bought Alibaba
• Stock In Focus – TAM Stock Screener – Foot Locker, Inc. (NYSE: FL)
• Building A ‘Hail Mary’ Portfolio
• This Week’s Best Value Investing News, Research, Podcasts 9/3/2021
• Joel Greenblatt: To Quote Animal House – Knowledge Is Good
• This Acquirers Multiple Stock Is Appearing In Soros, Dalio, Tepper Portfolios
• VALUE: After Hours (S03 E32): Hail Mary Investing, Social Thermo-Dynamic Equilibrium, Supply Chains
• How To Build A Rare Whisky Portfolio
• Jim Rogers: The Madness Of Investors
• Thomas Russo: Berkshire Has The Least Amount Of Agency Cost Of Any Company I Follow
• One Stock Superinvestors Are Buying Or Holding
• Don’t Believe Everything You Read About Investing In China
• How To Build A Profitable Vintage Wine Portfolio
• Wally Weitz: From Traditional Value To Fast Growing Stocks
• Cliff Asness: Are Value Stocks Cheap for a Fundamental Reason?
• GMO: Merger Arbitrage Provides A Compelling Opportunity For Patient Investors
• One Stock Superinvestors Are Selling
• Investing Lessons From RATM’s Tom Morello
• The Science Behind A Great Whisky
• Warren Buffett: Investors Should Avoid The ‘Noah School Of Investing’
• Arnold Van Den Berg: The Psychology Of Short-Sellers
• Howard Marks Top 10 Holdings (Q2 2021)
• (Ep.126) The Acquirers Podcast: Elite Wine & Whisky – The Secrets To Collecting Fine Wine & Rare Whisky
• Stock In Focus – TAM Stock Screener – Whirlpool Corporation (NYSE: WHR)
• Warren Buffett: The Reason Ben Graham Would Not Have Adopted My Strategy
• Why Did Charles Munger Buy Alibaba?
• This Week’s Best Value Investing News, Research, Podcasts 8/27/2021
• Bill Miller: Too Many Value Investors Focus On ‘Accounting Value’
• Dan McMurtrie: Securities Inherit Characteristics Of Their Holders
• This Acquirers Multiple Stock Is Appearing In Marks, Simons, Tepper Portfolios
• VALUE: After Hours (S03 E31): Charlie Munger’s $BABA Position, RATM’s Tom Morello On Mastery, China Tailwind
• Eunuch Spiders Have Nothing To Lose
• Jean-Marie Eveillard: Investors Have To Have The Courage To Say No
• Ron Muhlenkamp: 3 Traits You Need To Be A Successful Investor
• One Stock Superinvestors Are Buying Or Holding
• Go Positive & Go First!
• Never Ever Sell An Option
• One Stock Superinvestors Are Selling
• John Templeton: 3 Things I Do That Distinguishes Me From Fisher And Buffett
• Berkshire Hathaway Net Sellers
• Call Options Are Like Lottery Tickets
• (Ep.125) The Acquirers Podcast: William L. Silber – Hail Mary, The Power Of Nothing To Lose
• Seth Klarman Top 10 Holdings (Q2 2021)
• Howard Marks: How To Recognize When The Odds Are Against You
• John Rogers: More Than Ever, The Greatest Opportunites Are In Small-Caps
• N N Taleb: Connectivity Has Created The Winner-Take-All Effect
• Stock In Focus – TAM Stock Screener – Sibanye Stillwater Ltd (NYSE: SBSW)
• This Week’s Best Value Investing News, Research, Podcasts 8/20/2021
• Qurate Has A Big Decision To Make Right Now
• GMO: When The Ducks Are Quacking, Feed ‘Em – Stock Issuance Highest Ever
• This Acquirers Multiple Stock Is Appearing In Dalio, Simons, Halvorsen Portfolios
• VALUE: After Hours (S03 E30): Warren Buffett’s Berkshire Hathaway Earnings, How To Meet & Greet, $QRTEA
• Tesla’s Accounting
• One Stock Superinvestors Are Buying Or Holding
• Tom Gayner: Interest Rates Are Like An Inverse Correlation To Curfew
• Exposing Solutions 30
• Michael Burry Top 10 Holdings (Q2 2021)
• Rich Pzena: The One Thing Joel Greenblatt Taught Me To Achieve Outstanding Results
• Michael Mauboussin: The 3 Big Behavioral Investing Mistakes
• One Stock Superinvestors Are Selling
• Wirecard – Exposing The Biggest Financial Fraud Case Since Enron
• (Ep.124) The Acquirers Podcast: Jamie Powell – Alphaville: Reporting For The FT Alphaville Blog
• David Abrams Top 10 Holdings (Q2 2021)
• James Montier: Upsurge In Inflation Angst Is Much Ado About Nothing
• Aswath Damodaran: My Karmic View In Investing
• Screeners “Loading”
• Stock In Focus – TAM Stock Screener – PulteGroup, Inc. (NYSE: PHM)
• Bill Nygren: There Is An Unusually Large Opportunity To Add Value By Focusing On Stock Price
• Jeremy Grantham: Beware The ‘Confidence Termites’
• Buy A Basket Of Opportunities
• This Week’s Best Value Investing News, Research, Podcasts 8/13/2021
• Chris Davis: The Best Results Come From A Combination Of Value & Growth
• Warren Buffett: What It Means To ‘Understand’ A Business
• This Acquirers Multiple Stock Is Appearing In Cohen, Gabelli, Tudor-Jones Portfolios
• This Is The Best Environment For Housing Ever!
• Mining Royalties vs Streams
• Charles Munger: How To Invert Your Thinking
• One Stock Superinvestors Are Buying Or Holding
• U.S Investors Expecting 17.5% Long-Term Returns
• How To Value Royalty Companies
• Dan Loeb: Shifting From Value To Growth
• One Stock Superinvestors Are Selling
• The Best Commodity Play Is Mining Royalty Investment Companies
• David Einhorn: Value Stocks Starved Of Capital
• Stanley Druckenmiller: What Makes A Great Investor
• Rich Pzena Top 10 Holdings (Q2 2021)
• (Ep.123) The Acquirers Podcast: Spencer Cole – Metal Royalty, Investing In Precious Metals Royalty And Streaming
• Stock In Focus – TAM Stock Screener – Louisiana-Pacific Corporation (NYSE: LPX)
• The Real Cause Of The Lumber Spike
• Francis Chou: Buy Companies Where Intrinsic Value Is Growing, Rather Than Just Buying Below Intrinsic Value
• This Week’s Best Value Investing News, Research, Podcasts 8/6/2021
• This Acquirers Multiple Stock Is Appearing In Ainslie, Druckenmiller, Simons Portfolios
• Richard Thaler: Your Returns Are Not As Good As You Think They Are
• Tweedy Browne: Rotation To Value Will Continue
• VALUE: After Hours (S03 E29): Lumber; Einhorn’s Greenlight Letter; 17.5% Yearly Return Expectations
• One Stock Superinvestors Are Buying Or Holding
• Michael Mauboussin: Everything Is a DCF Model
• Prem Watsa: Only In The Stockmarket Can You Get These Unbelievable Valuations
• The El Farol Bar Problem
• One Stock Superinvestors Are Selling
• GMO: Japan Value And Small Cap Value Stocks Are Cheap
• Joel Greenblatt: Forget All The Verbiage Around Value Investing
• Investing Lessons From Scott, Scurvy & Vitamin C
• Michael Burry: Special-Issue Intelligent Investing
• Alta Fox: Creating A “Wall Of Fame” Of Ultra Successful Value Creators
• Howard Marks: Why Follow Macro Forecasters Who Don’t Disclose Their Track Records?
• Ken Fisher Top 10 Holdings (Q2 2021)
• Popular Factors Underperform
• David Herro: Increased Volatility Is Great For Long-Term Value Investors
• Stock In Focus – TAM Stock Screener – Dicks Sporting Goods Inc (NYSE: DKS)
• Value Investors Misunderstand Leverage
• This Week’s Best Value Investing News, Research, Podcasts 7/30/2021
• Royce: Small Cap Quality Continues To Outperform
• Wally Weitz: It’s Not Supposed To Be Easy
• Charles Munger: The Chinese Economy Will Continue To Dominate The U.S
• This Acquirers Multiple Stock Is Appearing In Dalio, Simons, Ainslie, Portfolios
• VALUE: After Hours (S03 E28): Scott, Scurvy And The South Pole; El Farol Bar Problem; Misunderstood Leverage
• Why Foreign Investors Perform Well In China
• Rich Pzena: No One Believes Value Will Work Until it Already Has
• One Stock Superinvestors Are Buying Or Holding
• What Can We Learn From Robinhood’s S1
• How China Cut-Off Short Selling
• David Einhorn: Value Stocks Are Starved Of Capital
• Akre Focus: Mark Leonard Is One Of The Best Capital Allocators Of Our Generation
• One Stock Superinvestors Are Selling
• What’s A Value Investor Supposed To Do?
• Why Chinese Companies Don’t Like To Report Losses
• Li Lu: China Is One Of The Best Markets For Value Investors
• Michael Burry: Markets Are Anything But Random
• (Ep.122) The Acquirers Podcast: Vivek Viswanathan – China A, Quantamental Investing In China “A” Shares
• Charles Munger: Top 10 Holdings (Q2 2021)
• Stock In Focus – TAM Stock Screener – B2Gold Corp. (NYSEAMERICAN: BTG)
• This Week’s Best Value Investing News, Research, Podcasts 7/23/2021
• Mise en Place Investing
• Charlie Munger: The Power Of Extended Confucianism
• Warren Buffett: How To Trade Derivatives
• This Acquirers Multiple Stock Is Appearing In Greenblatt, Simons, Ainslie, Portfolios
• VALUE: After Hours (S03 E27): Munger And Jack Ma, GMO’s Value Reversals, Mise en place
• George Soros: Building A Three-Dimensional Portfolio
• Dollar Cost Average Using Options
• Pzena: Value Doesn’t Need Inflation To Work
• Stephen Mandel: Invest In Companies Undergoing Significant Change
• One Stock Superinvestors Are Buying Or Holding
• Inflation Ultimately Drives The Fed
• Jeremy Grantham: The Link Between Value And Rates
• Marrying Value With Options
• David Poppe: How To Earn Good Returns When You Get Market Sentiment Wrong
• One Stock Superinvestors Are Selling
• (Ep.121) The Acquirers Podcast: Tim Travis – Options & Financials
• Dan Loeb: Top 10 Holdings, Top Buys & Sells
• Guy Spier: Munger Sees What Others Cannot
• Julian Robertson: To Hit .400 Go Where The Pitching Is The Worst
• Michael Burry: Create Your Wish-List And Wait For Them To Hit Your Buy Price
• Charlie Munger: When You Make A Mistake, Act Quickly To Get Out
• Stock In Focus – TAM Stock Screener – Boise Cascade Co (NYSE: BCC)
• Asymmetric Returns
• This Week’s Best Value Investing News, Research, Podcasts 7/16/2021
• Joel Greenblatt On Meeting Warren Buffett
• Calculating Return Rates
• Buy Public Companies Using A VC Mindset
• This Acquirers Multiple Stock Is Appearing In Watsa, Dalio, Miller, Portfolios
• Longleaf Partners: Value’s Recent Pullback Is A Temporary Blip
• Aswath Damodaran: Greater Disclosure Is Hurting Investors
• Howard Marks: Coping With A Falling Price
• GMO: Value vs Growth Reversals
• One Stock Superinvestors Are Buying Or Holding
• Tom Gayner: Winning The Loser’s Game
• Animal Spirits
• Opportunities In ‘Battleground’ Stocks
• Steve Cohen: Adaptability Is Crucial For Successful Investing Over Decades
• One Stock Superinvestors Are Selling
• Bill Miller: The Absurdity Of Forecasts
• Finding Scalable Businesses Early
• Lean-Into-The-Pain Framework
• Mario Gabelli: Accumulating And Compounding Knowledge Is Key To Investing
• Prem Watsa: Top 10 Holdings, Top Buys & Sells
• Bill Nygren: Avoid Activist Investments
• (Ep.120) The Acquirers Podcast: David Barr – Venture Value: Small And Micro Growth And Value With A Former VC
• The Evolution Of Berkshire’s Hurdle Rate
• Stock In Focus – TAM Stock Screener – Meritage Homes Corp (NYSE: MTH)
• This Week’s Best Value Investing News, Research, Podcasts 7/9/2021
• Warren Buffett: Selling Your Successful Investments Is Akin To The Bulls Trading MJ Because He’s Become Too Important To The Team
• This Acquirers Multiple Stock Is Appearing In Cohen, Greenblatt, Simons, Portfolios
• VALUE: After Hours (S03 E26): Fighter Pilots, Animal Spirits, Lean Into The Pain
• Steven Romick: Achieve Outstanding Results Buying Into Fear
• One Stock Superinvestors Are Buying Or Holding
• Don’t Capitalize Gains In Your Head
• Dan Rasmussen: Moats Are A Useless Speculative Theory
• How To Avoid Catastrophic Losses With Disaster Insurance
• One Stock Superinvestors Are Selling
• Aswath Damodaran: Forget Growth And Value, Focus On Common Sense Investing
• Munger – How To Get Really Rich
• Steve Cohen: Top 10 Holdings
• Michael Burry: Volatility Is My Friend
• Warren Buffett: The 5 Risk Factors That An Investor Must Assess
• Stock In Focus – TAM Stock Screener – Kirkland Lake Gold Ltd (NYSE: KL)
• This Week’s Best Value Investing News, Research, Podcasts 7/2/2021
• Deep Survival And The Fear Of Losing Money
• Rob Arnott: Value Is As Cheap As It’s Ever Been, With Just 2 Exceptions
• VALUE: After Hours (S03 E25): Deep Survival And Hedging With Vol, VIX, Puts, $HYG And Cash
• This Acquirers Multiple Stock Is Appearing In Royce, Simons, Greenblatt Portfolios
• Moore’s Law Will Comeback With Vengeance
• Seth Klarman: The Greatest Challenge For Value Investors
• Charlie Munger: Easy Money Is With Crooks And Fools
• One Stock Superinvestors Are Buying Or Holding
• The Secret Sauce Of Value Investing
• Howard Marks: Investors Need To Take Uncomfortable, Idiosyncratic Positions To Achieve Superior Returns
• Options Trading Strategies
• Real Estate Gravity
• Michael Mauboussin: The Impact Of Intangibles On Base Rates
• Bill Nygren: What Determines The Multiple You Should Pay
• One Stock Superinvestors Are Selling
• Buy Low-Correlated Stocks
• Dan Loeb: The Risks Of Using Leverage
• Michael Burry: Risk Management Doesn’t Need To Be Complicated
• David Abrams Top 10 Holdings (Q1 2021)
• (Ep.119) The Acquirers Podcast: Bernard Horn – Global Master: International And Global Deep Value Investing
• Stock In Focus – TAM Stock Screener – B2Gold Corp. (NYSEAMERICAN: BTG)
• This Week’s Best Value Investing News, Research, Podcasts 6/25/2021
• A Lesson In Option Pricing
• Warren Buffett Comments On His Annual Contribution Of Berkshire Hathaway Shares To Five Foundations
• This Acquirers Multiple Stock Is Appearing In Russo, Simons, Greenblatt Portfolios
• Value Is Going To Be Momentum
• VALUE: After Hours (S03 E24): Option Pricing, $AMC, Lumber, Gravity and Real Estate
• Steve Cohen: 3 Rules To Avoid Losing Money
• One Stock Superinvestors Are Buying Or Holding
• What’s Going To Kill This Market?
• Inflation Is Good News For Value Investors
• Robert Cialdini: One Aspect Of Buffett’s Brilliance
• Sequoia: Bet Big When You Think You’re Right!
• One Stock Superinvestors Are Selling
• Why Good Management Is The Most Important Factor In An Investment
• The Nuclear Winter Of The 60/40 Portfolio
• Joel Greenblatt’s Top 10 Holdings (Q1 2021)
• (Ep.118) The Acquirers Podcast: Vincent Deluard – Impossible Growth: Gold, Inflation, Value And Hypergrowth “MAGA” Stocks With A Global Macro
• Howard Marks: The Investing Landscape Has Changed For Value Investors
• Joel Greenblatt: Why Spinoffs Provide Attractive Returns For Shareholders
• Howard Marks: Investors Should Be Looking For Opportunities In The ‘Downtrodden’
• Stock In Focus – TAM Stock Screener – Ternium SA (NYSE: TX)
• Taking Big Swings
• This Week’s Best Value Investing News, Research, Podcasts 6/18/2021
• Lee Ainslie’s Top 10 Holdings (Q1 2021) – Big Bet On Coupang Inc
• Bruce Greenwald: The Qualitative Characteristics Of Good Management
• This Acquirers Multiple Stock Is Appearing In Marks, Ainslie, Druckenmiller Portfolios
• VALUE: After Hours (S03 E23): Qurate $QRTEA, Lumber, Formula One FWONA, Crypto, Meme Stonks
• Value, Size & Quality
• Paul Tudor Jones: On Meme Stock Traders & The Meme Stock Phenomenon
• Charles Munger: Why Warren Buffett Is Selling Wells Fargo And I’m Not
• One Stock Superinvestors Are Buying Or Holding
• The Healthcare Tapeworm
• One Stock Superinvestors Are Selling
• John Rogers: We Are In The Second Innings Of A Long Value Cycle
• Mario Gabelli: John Malone Is The Tiger Woods Of Financial Engineering
• The White-Hot Housing Market
• Michael Burry: The Deleterious Effect Of Permanent Capital Loss On Portfolio Returns Cannot Be Overstated
• VALUE: After Hours (S03 E22): Lumber, Houses and Inflation; Healthcare Tapeworm; Value, Size and Quality
• Jim Simons’ Top 10 Holdings (Q1 2021)
• Mark Leonard: Opportunities – Bring Out Your Sick, Your Tired, Your Ill, And We’ll Have A Look
• Stock In Focus – TAM Stock Screener – Centerra Gold Inc. (NYSE: CGAU)
• Should Buffett Have Sold Wells Fargo Earlier?
• This Week’s Best Value Investing News, Research, Podcasts 6/10/2021
• Is The Shiller PE Still Relevant?
• Weeding Out Investments Using The “Kill Step”
• This Acquirers Multiple Stock Is Appearing In Grantham, Greenblatt, Ainslie Portfolios
• Rich Pzena: 4 Factors That Could Provide A Spectacular Decade For Value
• Bill Nygren: Why Value Investors Should Consider Owning FAANG Stocks
• One Stock Superinvestors Are Buying Or Holding
• Similarities Between Crypto And The Gold Rush
• Eliminate Biases Using The Thesis Tracker
• Seth Klarman: Managing Portfolio Liquidity
• Aswath Damodaran: An Investing Strategy For High-Priced Markets
• One Stock Superinvestors Are Selling
• The Market Is So Hungry For Equity
• Investing In Predictability
• Guy Spier: Why I Continue To Own Berkshire Hathaway
• Howard Marks: How To Be A Smart Contrarian
• David Einhorn’s Top 10 Holdings (Q1 2021)
• (Ep.117) The Acquirers Podcast: Gary Mishuris – Methodical Value, Process And Philosophy With An MIT-Educated Discretionary Value Investor
• Charlie Ellis: What Made David Swensen Successful For Decades
• Growth Back-On & What’s Next For Value
• Stock In Focus – TAM Stock Screener – Louisiana-Pacific Corporation (NYSE: LPX)
• This Week’s Best Value Investing News, Research, Podcasts 6/4/2021
• Chris Cole: Constructing A Portfolio That Will Last 100 Years
• This Acquirers Multiple Stock Is Appearing In Marks, Paulson, Ainslie Portfolios
• VALUE: After Hours (S03 E21): LEAPs And Cash Hedges, Crypto And The Gold Rush, Growth Back On
• The Real Reason The Fed Aims For 2% Inflation
• David Rolfe: Don’t Sell On Valuations & Pay Up A Bit For Growth
• One Stock Superinvestors Are Buying Or Holding
• Deep Breathing Can Help Your Investing
• What Makes Druckenmiller A Great Investor
• One Stock Superinvestors Are Selling
• Hanging Out With Tom Gayner At The Markel Annual Meeting
• The Speculators Dream
• Stanley Druckenmiller: Make Big Concentrated Bets When You Have A Lot Of Conviction
• (Ep.116) The Acquirers Podcast: Colin Lancaster – Fed Up!: Excess And Crisis Through The Lens Of Global Macro And Central Banks
• Bill Ackman’s Top 10 Holdings (Q1 2021)
• Bruce Greenwald: No Chance Tesla Will Dominate The Car Market In 20 Years
• Stock In Focus – TAM Stock Screener – PROG Holdings Inc (NYSE: PRG)
• This Week’s Best Value Investing News, Research, Podcasts 5/28/2021
• Carl Icahn: What It Takes To Be A Truly Successful Activist
• This Acquirers Multiple Stock Is Appearing In Gabelli, Simons, And Greenblatt Portfolios
• Will The Small Value Rally Continue?
• VALUE: After Hours (S03 E20): Will the Small Value Rally Continue? Markel and The Body Keeps the Score
• Buffett’s Strategy Of Having No Strategy
• One Stock Superinvestors Are Buying Or Holding
• Value Becoming Momentum
• Berkshire Hathaway: The World’s Greatest Conglomerate
• Buffett’s Mastery In Capital Allocation
• Growth Got Crushed!
• One Stock Superinvestors Are Selling
• Bill Ackman: Creating Our Own Berkshire Hathaway
• Dan Sundheim: Shorting Against Aggressive Retail Gamblers
• Matt Levine: The Boredom Markets Hypothesis
• (Ep.115) The Acquirers Podcast: Adam Mead – History Buffett: The Complete Financial History Of Berkshire Hathaway
• Michael Burry’s Top 10 Holdings (Q1 2021)
• Stock In Focus – TAM Stock Screener – SciPlay Corp (NASDAQ: SCPL)
• Royce: What To Look For In Dividend-Paying Small Caps
• Michael Mauboussin: The Economics of Customer Businesses
• This Week’s Best Value Investing News, Research, Podcasts 5/21/2021
• Crypto Net-Nets
• This Acquirers Multiple Stock Is Appearing In Dalio, Simons, And Greenblatt Portfolios
• Bridgeway: Small-Value Stocks Still Have Room To Run
• GMO: Why Today’s Highfliers Are So Likely To Fall Back To Earth
• VALUE: After Hours (S03 E19): Crypto Special Situation, Value vs Growth and Momentum, Wild Swings
• The Impact Of Crypto On Gold
• Joel Greenblatt: What Makes A Great Investor
• GMO: Value’s Turn: Eerie Parallels To 1999
• One Stock Superinvestors Are Buying Or Holding
• Chris Mayer: Value & Growth ‘Labels’ Are Useless
• Should You Get Paid For Holding $BRK.A?
• Is It Better To Buy Gold Or Gold Mining Companies?
• One Stock Superinvestors Are Selling
• Which Berkshire Business Would You Sell Off Assuming No Tax Hits?
• Value Investing In Gold Miners
• Tweedy Browne: How To Calculate The Intrinsic Value For Businesses
• Steven Romick: Growth Can Bail Value Investors Out Of A Lot Of Problems
• Seth Klarman’s Top 10 Holdings (Q1 2021)
• (Ep.114) The Acquirers Podcast: Sean Fieler – Gold Value – Gold, Gold Mining, Activism, And Inflation
• Bill Gurley: The Absurdity Of Today’s Valuations
• Stock In Focus – TAM Stock Screener – West Fraser Timber Co. Ltd (NYSE: WFG)
• How Many Of The Top Companies Will Be Around In 30 Years?
• This Week’s Best Value Investing News, Research, Podcasts 5/14/2021
• This Acquirers Multiple Stock Is Appearing In Greenblatt, Rogers, And Dalio Portfolios
• Royce: Small-Cap Value Cycle To Continue
• David Booth: Value Stocks Comeback
• Creating Cigar-Butts In Deep Value Special Situations Investing
• Bill Ackman: You Get The Shareholders You Deserve
• VALUE: After Hours (S03 E18): Warren Buffett’s Berkshire Hathaway Annual Meeting And Transformers
• One Stock Superinvestors Are Buying Or Holding
• Holding Multi-Baggers Means 30%, 40%, 50% Drawdowns
• Building A Buffett-Style Money Machine
• Cliff Asness: Sticking With Your Strategy When It Gets Really Hard
• One Stock Superinvestors Are Selling
• Modern Ben Graham Investing
• The Calendar Portfolio
• Charlie Munger: There’s Way Too Much Turnover In The Berkshire Portfolio
• Ken Fisher’s Top 10 Holdings (Q1 2021)
• (Ep.113) The Acquirers Podcast: Dan Zwirn – Modern Graham, Deep Value Global Special Situations, Asset, And Credit Investments
• Chuck Akre: Never Sell Good Businesses
• Brian Bares: Uncover Great Investments Using Encore Performances And Razorblade Models
• Investing Lessons From Falconry
• Stock In Focus – TAM Stock Screener – Ingles Markets, Incorporated (NASDAQ: IMKTA)
• This Week’s Best Value Investing News, Research, Podcasts 5/7/2021
• Acquirer’s Multiple Stock $TGNA Appearing In Dalio, Greenblatt, Rogers Portfolios
• VALUE: After Hours (S03 E17): Vale Charles De Vaulx, Falconry, and Journaling, Inversion
• Buy Illiquid Risky Assets When High Yield Spreads Are Wide
• Howard Marks: How Value Investors Can Gain An Edge
• Bill Ackman: The Attributes We Look For In A Great Business
• One Stock Superinvestors Are Buying Or Holding
• Vitaliy Katsenelson: How Much Margin Of Safety Do You Need
• Tweedy Browne: The Near-Term Prospects For Value Investors
• Investing Lessons From The Dutch Famine Of 1944-45
• Value Investors Are Too Meta-Analytical
• Berkshire Hathaway’s Share Buyback Summary Q1 2021
• Aswath Damodaran: The 7 Deadly Sins In Acquisitions
• One Stock Superinvestors Are Selling
• Fading To Average
• Marrying Baupost And Bridgewater
• Stanley Druckenmiller: Top 10 Holdings (Q4 2020)
• Rich Pzena: This Is The Beginning Of A Long Pro-Value Cycle
• Warren Buffett: I Do Not Think The Average Person Can Pick Stocks
• (Ep.112) The Acquirers Podcast: Dan Rasmussen – Countercyclical: Small-Caps, Crisis And A Cycle-Driven Approach To Asset Allocation
• Stock In Focus – TAM Stock Screener – Turkcell Iletisim Hizmetleri A.S. (NYSE: TKC)
• Francois Rochon – Flexible Valuations
• This Week’s Best Value Investing News, Research, Podcasts 4/30/2021
• Acquirer’s Multiple Stock $LEN Appearing In Dalio, Simons, Greenblatt Portfolios
• Sir John Templeton: Mastering The Inner Game
• VALUE: After Hours (S03 E16): Francois Rochon And Valuation; Dutch Famine Of 44-45; $DIS and $MO
• Jim Rogers: You’re Never Going To Make Money Buying Hot Stocks
• Taleb: What Are Fat Tails?
• Chris Mayer: How Do Companies Survive For 100 Years?
• One Stock Superinvestors Are Buying Or Holding
• Options Are Dangerous
• Bill Miller: Stoic Investing Comeback
• Wally Weitz: Value Investing Will Always Work Because Humans Let Their Emotions Drive What They Do
• One Stock Superinvestors Are Selling
• Cheap Company Buy-Backs
• Great Investors Avoid Catastrophic Loss
• Horizon Kinetics: The Magic Formula Works But No-One Uses It
• Joel Greenblatt: I’m Excited About The Value ‘Opportunity Set’ Going Forward
• Mark Leonard: Good Companies Are Not Always Great Stocks
• David Poppe: Investing Is A Bit Like Pro Sports
• Howard Marks’ Top 10 Holdings (Q4 2020)
• (Ep.111) The Acquirers Podcast: William Green – Richer, Wiser, Happier: Life Lessons From Twenty-Five Years Of Interviews With The World’s Greatest Investors
• Acquirer’s Multiple Stock $PHM Appearing In Grantham, Royce, Greenblatt Portfolios
• The Cheetah Bottleneck
• This Week’s Best Value Investing News, Research, Podcasts 4/23/2021
• VALUE: After Hours (S03 E15): Ballantyne $BTN, Cheetahs, Options and Quiet, Expensive Markets
• Stock In Focus – TAM Stock Screener – Innoviva Inc (NASDAQ: INVA)
• Quality Brand Mittelstand
• Pzena: 4 Reasons Why We’re Entering Into A Powerful Period For Value Outperformance
• One Stock Superinvestors Are Buying
• Finding One Foot Hurdles
• Family Owned European Stocks
• Ron Baron: Poor Earnings Results Provide Investors With Great Opportunities To Buy
• Jim O’Shaughnessy: The Best Way For Investors To Control Their Psychology And Emotions
• One Stock Superinvestors Are Selling
• Insect Groupthink
• Portfolio Manager To Substack
• Francis Rochon: Missing Buying Opportunities By Being Too Precise On Valuation
• Rob Arnott: Rebalancing Alpha Is The Dominant Engine For Incremental Return
• (Ep.110) The Acquirers Podcast: Linda Lebrun – Substacking: From Portfolio Manager To Fintech, Fintwit And Substack
• Ray Dalio Top 10 Holdings (Q4 2020)
• Howard Marks: Value Investors Should Think About Fast Growing Companies
• Stock In Focus – TAM Stock Screener – SYNNEX Corporation (NYSE: SNX)
• Charlie Munger Buys $BABA
• David Einhorn: Has The Tide Turned From Growth to Value?
• This Week’s Best Value Investing News, Research, Podcasts 4/16/2021
• Acquirer’s Multiple Stock $VALE Appearing In Marks, Fisher, Druckenmiller Portfolios
• Elliott & Appaloosa Formidable In Distressed Debt
• VALUE: After Hours (S03 E14): Bill’s Rant, Charlie Munger Buys Alibaba $BABA, Ant And Bee Intelligence
• Eric Cinnamond: Lemmings Mania
• Michael Mauboussin: MEROI – Bridging Accounting and Valuation
• One Stock Superinvestors Are Buying Or Holding
• Undervalued Quality Resurgence
• Which Creditors Get Paid First?
• Peter Cundill’s Investment Advice To Warren Buffett
• Stephen Mandel: Finding Scuttlebutt On Company Management
• One Stock Superinvestors Are Selling
• Original Value vs Expected Mean Reversion
• High-Profile Chapter 11s
• Buffett & Munger On The Evolution Of Value Investing
• (Ep.109) The Acquirers Podcast: Max Frumes & Sujeet Indap – Caesar’s Coup: Value Investing, Corporate Restructuring, Debt & A Bankruptcy Brawl
• Charles Munger’s Top 10 Holdings (Q1 2021)
• Li Lu: The Right Temperament
• Bill Nygren: Value Outperforms Growth Two Consecutive Quarters
• Stock In Focus – TAM Stock Screener – Meritage Homes Corp (NYSE: MTH)
• Adaptive Radiation
• This Week’s Best Value Investing News, Research, Podcasts 4/8/2021
• Acquirer’s Multiple Stock $CMC Appearing In Dalio, Grantham, Greenblatt Portfolios
• Punishing Mistakes Of Others
• VALUE: After Hours (S03 E13): Adaptive Radiation, Undervalued Quality Resurgence, Big Hwang Blows Up
• Jamie Dimon: NPV Analysis Fails To Capture ‘True’ Value
• John Rogers: What I Learned From The Multi-Year Slump In Small Cap And Value
• One Stock Superinvestors Are Buying
• If You Were Born 15 Years Later Would You Still Be A Value Investor
• Finding The Next ‘LeBron’ Stock
• Lee Ainslie: The #1 Rule In Finding A Potential Investment
• One Stock Superinvestors Are Selling
• Paul Graham’s Axioms
• Value Investing: Quality At A Reasonable Price
• Mark Leonard: From Bouncer And Grave Digger To Investing Guru
• David Einhorn’s Top 10 Holdings (Q4 2020)
• (Ep.108) The Acquirers Podcast: Evan Tindell: Expected Value, Value Investing, Poker Pro And MIT Mechanical Engineer
• Rob Vinall: The Contrarian Gene
• Stock In Focus – TAM Stock Screener – Lennar Corporation (NYSE: LEN)
• Risks And Rewards Of Concentration
• This Week’s Best Value Investing News, Research, Podcasts 4/2/2021
• Cliff Asness: Run Your Process Like A Vulcan
• Acquirer’s Multiple Stock $QRTEA Appearing In Burry, Dalio, Greenblatt Portfolios
• Company Bailouts
• VALUE: After Hours (S03 E12): The Risks And Rewards Of Concentration, PG’s Axioms And Neversell
• DoubleLine: Busting 5 Common Misconceptions About The Death Of Value Investing
• One Stock Superinvestors Are Buying Or Holding
• Airlines At Ludicrous Speed
• Jeffrey Gundlach: Your First Loss Is Your Best Loss
• One Stock Superinvestors Are Selling
• Testosterone In Investing
• Bill Ackman: PSH Is Not A Conglomerate Like Berkshire
• Mark Leonard: How About A Thought Experiment
• David Abrams Top 10 Holdings (Q4 2020)
• VALUE: After Hours (S03 E11): Reopening Trade, Airlines At Ludicrous Speed, And Low T Birds
• Jeremy Grantham: The Problem With Being Contrarian
• Stock In Focus – TAM Stock Screener – Industrias Bachoco, S.A.B. de C.V (NYSE: IBA)
• This Week’s Best Value Investing News, Research, Podcasts 3/26/2021
• Acquirer’s Multiple Stock $IMKTA Appearing In Burry, Grantham, Greenblatt Portfolios
• $NPSNY, $TCEHY & Holdcos
• Cliff Asness: The Replication Crisis That Wasn’t
• Warren Buffett: “PCC Is Far From My First Error Of That Sort. But It’s A Big One”
• Wes Gray, Tobias Carlisle, Jake Taylor: The Pros And Cons Of Cloning 13F’s
• One Stock Superinvestors Are Buying Or Holding
• Neutralizing Macro Risks
• $TYL vs $DJCO
• Terry Smith: How To Select Companies That Will Perform Well In The Future
• One Stock Superinvestors Are Selling
• The African Century
• Small, Cheap, Junk Rally
• Bill Gurley: Close Your Eyes And Forget About Your Winners
• (Ep.107) The Acquirers Podcast: Adrian Saville – African Value: Value Investing Across African And Other Frontier Markets
• Terry Smith Top 10 Holdings (Q4 2020)
• Paul Tudor Jones: The Second You Feel You’re Good, You’re Dead!
• Stock In Focus – TAM Stock Screener – Kirkland Lake Gold Ltd (NYSE: KL)
• Bonsais and Investing
• This Week’s Best Value Investing News, Research, Podcasts 3/19/2021
• Acquirer’s Multiple Stock $HPQ Appearing In Grantham, Wood, Greenblatt Portfolios
• $BRK.B’s Share Repurchases
• VALUE: After Hours (S03 E10): Bonsais and Investing; Portfolio Management; Small, Cheap, Junk Rally
• Bloomberg: Value Stocks A Week Away From A ‘Holy Grail’ Momentum Boost
• Ken Fisher: Success Has A Thousand Fathers, But Failure Is A Bastard
• One Stock Superinvestors Are Buying Or Holding
• The Biggest Winners Are Undervalued
• Buffett’s $AAPL Trade
• David Gardner: When To Sell Your Losers
• Howard Marks: There Is No Magic Answer, No Solution (Other Than Superior Skill)
• One Stock Superinvestors Are Selling
• Parking Cash In Berkshire
• Misplaced Criticism Of Berkshire
• Lindsell Train: Perpetual Growth Stocks Don’t Actually Exist In Real Life
• Bill Ackman Top 10 Holdings (Q4 2020)
• (Ep.106) The Acquirers Podcast: Christopher Bloomstran – Buffett Watch: Warren Buffett’s 2021 Letter And Berkshire Hathaway Valuation
• Michael Burry’s 4 Book Recommendations For Value Investors
• Charles Munger: The Main Secret Of The Berkshire Conglomerate
• Stock In Focus – TAM Stock Screener – West Fraser Timber Co. Ltd. (NYSE: WFG)
• $BRK.A / $BRK.B and Tech
• This Week’s Best Value Investing News, Research, Podcasts 3/12/2021
• Acquirer’s Multiple Stock $MO Appearing In Berkowitz, Russo, Greenblatt Portfolios
• The Impact Of Corporate Governance On Business Judgment
• VALUE: After Hours (S03 E09): Bumper Warren Buffett $BRK.A $BRK.B Berkshire Hathaway Letter Edition
• Tom Gayner: Don’t Sell When You Reach Your Target Price
• One Stock Superinvestors Are Buying Or Holding
• Bloomstran And $BRK.A
• A Solution To Proxy Plumbing
• Jim Rogers: Forget About The Price After You Buy
• Value Investing Masterclass: Greenblatt & Pzena – Excess Financial Leverage And Value Investing are Not Good Bedfellows
• One Stock Superinvestors Are Selling
• $Bitcoin Bulls
• Validation Capital–When Activists Try To Seize Control, These Shareholders Come To The Rescue
• Prem Watsa Channels Phil Carret – Good Management Is Undoubtedly The Single Most Important Factor In Security Analysis
• Joel Greenblatt Top 10 Holdings (Q4 2020)
• (Ep.105) The Acquirers Podcast: Lawrence Cunningham – Quality Shareholder: How To Attract Quality Shareholders And How Being A Quality Shareholder Improves Returns
• Joel Greenblatt: Which Is Better? A Concentrated Or Diversified Portfolio
• Stock In Focus – TAM Stock Screener – Louisiana-Pacific Corporation (NYSE: LPX)
• Peter Lynch: Buy When Things Go From Crappy To Semi-Crappy
• Are $TSLA And $ARKK The Catalysts That Break The Market?
• This Week’s Best Value Investing News, Research, Podcasts 3/4/2021
• Acquirer’s Multiple Stock $WHR Appearing In Gayner, Simons, Greenblatt Portfolios
• Building A Process To Make Better Investment Decisions
• VALUE: After Hours (S03 E08): $Bitcoin Bulls, $TSLA Goes, $ARKK Goes, Bloomstran And $BRK.A
• Terry Smith: Even If You Had Perfect Foresight You Could Not Predict The Market’s Reaction
• Warren Buffett’s Energy Bets
• One Stock Superinvestors Are Buying Or Holding
• How Capital Allocators Approach Style-Drift
• Charlie Munger: The Difficulty With Ordinary People Becoming Great Investors
• One Stock Superinvestors Are Selling
• Morality In Investing
• That Bet With Buffett
• John Malone: I’m Not A Stock Picker
• Warren Buffett: “I’ll Pay You $10,000 For Your Dog By Giving You Two Of My $5,000 Cats”)
• Seth Klarman Top 10 Holdings (Q4 2020)
• (Ep.104) The Acquirers Podcast: Ted Seides – Capital Allocator: Investing In Hedge Funds And The Bet With Buffett
• Stock In Focus – TAM Stock Screener – AmerisourceBergen Corp. (NYSE: ABC)
• HeLa Cells
• Ken Fisher: Don’t Mistake A Company’s Current Valuation As A Predictor Of Its Price In The Future
• This Week’s Best Value Investing News, Research, Podcasts 2/26/2021
• Acquirer’s Multiple Stock $CAH Appearing In Dalio, Pzena, Greenblatt Portfolios
• VALUE: After Hours (S03 E07): HeLa Cells, Energy, Inflation And Morality In Investing
• The Math On $TSLA Doesn’t Add Up
• Charlie Munger: DJCO Meeting – Value Investing Will Never Go Out Of Favor
• Broyhill: Value Investing Is A Decent Bet In A World Full Of Bad Bets
• One Stock Superinvestors Are Buying Or Holding
• Musk vs Buffett
• How To Build A Debiasing Strategy
• Ray Dalio: The 6 Measures Of My Systemized “Bubble Indicator”
• Hunting Alpha In Europe
• ARK’s Presentation On The Future
• One Stock Superinvestors Are Selling
• Bill Ackman: My Key Takeaway From 17 Years Of Investing
• Michael Burry Top 10 Holdings (Q4 2020)
• (Ep.103) The Acquirers Podcast: Drew Dickson – Alpha Europe: Finding Alpha Through Behavioral Investing In Europe
• Semper Augustus: Warren Buffett Is Mr. Repo Man
• Stock In Focus – TAM Stock Screener – Industrias Bachoco, S.A.B. de C.V. (NYSE: IBA)
• $TSLA Buys $BTC
• This Week’s Best Value Investing News, Research, Podcasts 2/19/2021
• Bill Ackman Returned 70.2% 2020, Averaging 16.9% Since Inception
• Acquirer’s Multiple Stock $MSGN Appearing In Burry, Greenblatt, Simons Portfolios
• Fundamental Inflection Points
• VALUE: After Hours (S03 E06): $TSLA Buys $BTC, ARK’s Presentation On The Future, And Robinhood
• Jeremy Grantham: What I Learned From Chasing ‘Rocket Ship’ Stocks
• One Stock Superinvestors Are Buying Or Holding
• Sperm Whale Stoicism
• High Growth At A Discount
• Mark Leonard: It’s Time To Lower Hurdle Rates
• One Stock Superinvestors Are Selling
• Robinhood’s Trading Halt
• “S” Adoption Curves
• Tom Gardner: How To Be A Value Investor Today
• (Ep.102) The Acquirers Podcast: Matt Joass – Growth Maven: “S” Adoption Curves, High Growth, And The Motley Fool
• Jim Simons Top 10 Holdings (Q4 2020)
• Joel Greenblatt: It’s Not Only What’s In Front Of You Today But What Might Be In Front Of You Six Months From Now
• Stock In Focus – TAM Stock Screener – Innoviva Inc (NASDAQ: INVA)
• $GME And The WSB Short Squeeze