Value Investing Archives

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

• Introducing Acquirers Funds®
• Guy Spier: What Warren Buffett Taught To Me About Managing Debt
• Jim Chanos: There’s A Bigger Credit Event Coming For Regional Banks
• Jeremy Grantham – Top 10 Holdings – Latest 13F
• VALUE: After Hours (S05 E10): Special Silicon Valley Bank Run Edition; Gribbin’s Ice Age On Milankovitch
• 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 (3/17/2023)
• Stock In Focus – TAM Stock Screener – Meta Platforms Inc (META)
• What Drives Investment Returns
• Carl Icahn: Leadership In U.S Corporations Is Worse Than Mediocre
• Howard Marks: When The Tide Goes Out We’ll Find Out Who Made Good Credit Decisions
• This Acquirers Multiple Stock Appearing In Dalio, Pzena, Watsa Portfolios
• Just Buy The 2-Year At 5%
• Bill Nygren: Invest When The Odds Are In Your Favor
• Mohnish Pabrai: Investors Get In The Way Of Themselves
• One Stock Superinvestors Are Selling
• Real Estate Predictions 2023
• Jim Rogers: We’re Unlikely To See A Recession Anytime Soon
• Mario Gabelli: How Anyone Can Become A Bottoms-Up Industry Analyst
• One Stock Superinvestors Are Buying
• The Catalyst That Will Break The Market
• Terry Smith: Invest In Businesses That Can Be Run By An Idiot!
• Jeremy Grantham: Market Will Not Bottom Until Deep Into Next Year
• Terry Smith – Top 10 Holdings – Latest 13F
• VALUE: After Hours (S05 E9): Stock Market And Real Estate Crashes, Energy, Mortgages And Credit
• 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 (3/10/2023)
• Stock In Focus – TAM Stock Screener – Alphabet Inc (GOOGL)
• Warren Buffett’s Masterful Use Of Debt
• Jim Chanos: Egregious Fraud Is Occurring Right In Front Of Our Faces
• Mohnish Pabrai: Ferrari – One Of My Biggest Mistakes
• This Acquirers Multiple Stock Appearing In Icahn, Simons, Dalio Portfolios
• Dairy Queen – The Company That Keeps Giving To Berkshire
• Terry Smith: Why You Should Stay Invested In The Stock Market
• Warren Buffett: Overdiversifying – The Noah School Of Investing
• One Stock Superinvestors Are Selling
• Is BNSF A Proxy For The U.S Economy?
• Howard Marks: Investors Drive Themselves Nuts Focusing On The Short-Term
• Michael Mauboussin: Investors Should Always Compare Opportunities With Appropriate References
• One Stock Superinvestors Are Buying
• Will Home Prices Drop?
• Bill Nygren: Idea Generation For Value Investors
• Tom Gayner: Finding Bargains On The New High/New Low Lists
• Warren Buffett – Top 10 Holdings – Latest 13F
• VALUE: After Hours (S05 E8): Bumper Buffett Berkshire Letter, $HD And The Economy, Housing Slowdown
• 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 – Encore Wire Corp (WIRE)
• This Week’s Best Value Investing News, Podcasts, Interviews (3/3/2023)
• Stocks In A ‘Death Zone’
• This Acquirers Multiple Stock Appearing In Einhorn, Druckenmiller, Greenblatt Portfolios
• David Einhorn: Good Buybacks vs Bad Buybacks
• Howard Marks: A Soft Landing Is Extremely Unlikely
• Warren Buffett’s Uncanny Ability To Predict The Future
• François Rochon: Building A Portfolio, Trimming, Position Size
• Mohnish Pabrai: Which Berkshire Businesses Will Be Around In 200 Years
• One Stock Superinvestors Are Selling
• Would Munger Have Done Equally Well In LA Real Estate?
• Cliff Asness: The One Lesson Investors Need To Learn Multiple Times
• Warren Buffett: The Secret Sauce of Investing
• One Stock Superinvestors Are Buying
• Pending Residential Real Estate Apocalypse
• Chris Bloomstran: The Future For The Fab 5 – Apple, Microsoft, Google, Amazon And Facebook
• Warren Buffett: What Makes Charlie Munger A Great Partner
• Michael Burry – Top 10 Holdings – Latest 13F
• VALUE: After Hours (S05 E7): Resi Real Estate Apocalypse, Discretionary Spending, 40s / 70s Inflation
• 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 (2/24/2023)
• Injelitance: The Death of Growth
• Charles Munger: One Mistake That Cost Me $200 Million
• Mohnish Pabrai: Most Potential Investments Will Have Some ‘Hair’ On Them
• This Reminds Us Of The 1920’s
• One Stock Superinvestors Are Selling
• Prem Watsa: Value Oriented Stocks Coming To The Fore
• Howard Marks: Companies Should Have To Make Difficult Capital Allocation Decisions
• Interest Rates Are The Inverse Of A Curfew
• One Stock Superinvestors Are Buying
• Cliff Asness: How To Harness The Power Of Diversification
• Jim Chanos: This Reminds Me Of October 2000
• Value 92nd Percentile Cheap
• Charles Munger: I Haven’t Shorted Anything In Over 30 Years
• Ray Dalio: How To Backtest Your Investments
• Tom Gayner – Top 10 Holdings – Latest 13F
• VALUE: After Hours (S05 E6): Parkinson’s Law, Value 92nd Percentile Cheap, Just Buy $AAPL?
• 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 – United Microelectronics Corp (UMC)
• This Week’s Best Value Investing News, Podcasts, Interviews (2/17/2023)
• It Always Looks Like A Soft Landing
• The 10 Most Profitable Companies In The U.S (S&P500) Feb. 2023
• This Acquirers Multiple Stock Appearing In Dalio, Simons, Greenblatt Portfolios
• This Acquirers Multiple Stock Appearing In Simons, Greenblatt, Cohen Portfolios
• Warren Buffett: Why We Borrow Money While Sitting On A Mountain Of Cash
• Charles Munger: Invest 200% Of Your Net Worth If The Opportunity Is Great Enough
• Is Meta Heading The Same Way As The CD-ROM?
• One Stock Superinvestors Are Selling
• Mohnish Pabrai: Margin Of Safety – The Free Lunch In Investing
• Stanley Druckenmiller: Focus On What Makes A Stock Go Up Or Down
• Steve Jobs Would Not Approve Of Apple Today
• One Stock Superinvestors Are Buying
• Warren Buffett: Can’t Suffer Loses, Stay Out Of The Kitchen!
• Howard Marks: There’s Nothing Intelligent To Be Learned About Managing Money
• Will Microsoft Bing With ChatGPT Destroy Google?
• David Abrams – Top 10 Holdings – Latest 13F
• Pzena: The Stage Is Set For Another Powerful Value Cycle
• Dan Loeb: Invest In Companies That Have Found ‘Religion’
• VALUE: After Hours (S05 E5): Value Spread Wide, Forward Earnings Rolling Over, Soft Landings
• 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 – West Fraser Timber Co. Ltd (WFG)
• This Week’s Best Value Investing News, Podcasts, Interviews (2/10/2023)
• Why Netflix Is An Amazing Business Story
• This Acquirers Multiple Stock Appearing In Dalio, Simons, Pzena Portfolios
• Terry Smith: Where To Find The Great Businesses Of The Future
• Charles Munger: What Makes Li Lu A Great Investor
• Soft Landing Or Big Flush Coming?
• One Stock Superinvestors Are Selling
• GMO: 2022 – U.S. Large Caps – The Value/Growth Spread Was A Stunning 24% In Favor Of Value
• Michael Burry: Investors Who Turn Over The Most Stones Will Find The Most Success
• Where Are All The Bankruptcies?
• David Herro: Value Opportunities In International Investing
• Howard Marks: Finding Bargains In The ‘Uninvestable’
• One Stock Superinvestors Are Buying
• Which Industries Will ChatGPT Disrupt?
• Warren Buffett: There’s A Very Simple Formula For Building A Multinational Conglomerate Holding Company
• Joel Greenblatt: Investors Can Get Completely Blindsided Through No Fault Of Their Own
• Dan Loeb – Top 10 Holdings – Latest 13F
• VALUE: After Hours (S05 E4): Value Beaten In January, Bears And Rate Cuts, Richard Hamming’s Research
• 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 – Warrior Met Coal Inc (HCC)
• This Week’s Best Value Investing News, Podcasts, Interviews (2/3/2023)
• Housing Crisis Porn
• This Acquirers Multiple Stock Appearing In Dalio, Simons, Greenblatt Portfolios
• Terry Smith: Most Companies Are Not Susceptible To Reason
• Michael Mauboussin: Investors Should Focus On Those Things That They Can Control
• How Did Apple Avoid Layoffs?
• One Stock Superinvestors Are Selling
• Jim Chanos: A Major Problem Is ‘Positioning’ Now Matters More To Investors Than Fundamentals
• Mohnish Pabrai: How Warren Buffett Maximizes His Investment Returns Without Doing Any Heavy Lifting
• The Market’s Real Cheap
• One Stock Superinvestors Are Buying
• Bruce Greenwald: Why It’s So Difficult To Value Companies
• Howard Marks: Investors Need Stamina To Resist Short-Term Temptations
• Do You Deserve Equity Returns?
• Jeremy Grantham: Most Ancient Recession Predictor Indicates Recession Pending
• Warren Buffett: Any Blind Date Is Preferable To One With The Girl Next Door
• Howard Marks – Top 10 Holdings – Latest 13F
• VALUE: After Hours (S05 E3): 3-10 Prophecy Fulfilled, Centralia Coal Fires and Inflation, Tech Layoffs
• 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 – Ternium SA (TX)
• This Week’s Best Value Investing News, Podcasts, Interviews (1/27/2023)
• Big Decade For Commodities Ahead
• This Acquirers Multiple Stock Appearing In Dalio, Simons, Watsa Portfolios
• Aswath Damodaran: The Biggest Mistake Investors Make
• Terry Smith: ‘When The Police Raid The Bawdy House Even The Nice Girls Get Arrested’
• The Inner Game – Managing Your Negative Mindset
• One Stock Superinvestors Are Selling
• Jeremy Grantham: The Market Could Fall A Stomach-Turning 50% From Here
• Tom Gayner: What Makes Warren Buffett Great
• Biggest Surprises Of 2022
• One Stock Superinvestors Are Buying
• John Hussman: S&P Could Drop By 66% Of January 2022 Peak
• Warren Buffett: How To Make Money From ‘Work-Out’ Investments (1957)
• 60% Forward Returns For Value
• Joel Greenblatt – Top 10 Holdings – Latest 13F
• Joel Greenblatt: Concentrated & Diversified Portfolios Both Work Well
• Howard Marks: The Right Way To Think About Stocks
• VALUE: After Hours (S05 E2): 2022 Year in Review, The Inner Game, Value Spreads And The 3/10 Inversion
• 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 – Stellantis NV (STLA)
• This Week’s Best Value Investing News, Podcasts, Interviews (1/20/2023)
• Bill Miller Shorts Tesla
• This Acquirers Multiple Stock Appearing In Dalio, Simons, Cohen Portfolios
• David Einhorn: We Benefited By Shorting ‘Innovation’ Stocks
• Howard Marks: Forget Good Idea/Bad Idea, Think Risk/Return
• ARKK Flat For Past 5 Years
• One Stock Superinvestors Are Selling
• Pzena: The Value Opportunity Is Compelling
• David Einhorn: A ‘Debilitated’ Value Investing Industry Is Great News For Us
• Warren Buffett: You Don’t Have To Make It Back The Way You Lost it
• One Stock Superinvestors Are Buying
• Warren Buffett: The Stock Market Is The Most Obliging, Money-Making Place In The World
• Aswath Damodaran: Stick To Your Philosophy Or Just Buy The Index
• Our 2023 Predictions
• Leon Cooperman: Learning From Henry Singleton
• Cliff Asness: If You Think You’re Right, HODL!
• Charles Munger – Top 10 Holdings – Latest 13F
• VALUE: After Hours (S05 E1): 2023 Predictions, Market Crashes, Small Value, Don’t Make Predictions
• 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 – The Home Depot Inc (HD)
• This Week’s Best Value Investing News, Podcasts, Interviews (1/13/2023)
• This Acquirers Multiple Stock Appearing In Simons, Watsa, Pzena Portfolios
• First Eagle: Investing Lessons From The Late 5th Century BC
• Howard Marks: Investors Should Consider Lower Risk Investments In Credit Or Debt
• One Stock Superinvestors Are Selling
• GMO: Deep Value Offers a Compelling Opportunity within U.S. Equities
• Terry Smith: Tech Companies Should Stop Behaving As Though Money Is Free, And Stick To Their Core Business
• One Stock Superinvestors Are Buying
• Jim Rogers: Here’s What To Do When You’re Down 50%
• Chuck Royce: The Importance Of Staying Invested
• Aswath Damodaran: The 3 Sins Of Data Analysis
• Bill Miller: This Is A John Templeton Market
• David Einhorn – Top 10 Holdings – Latest 13F
• 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 – Alphabet Inc (GOOGL)
• This Week’s Best Value Investing News, Podcasts, Interviews (1/6/2023)
• This Acquirers Multiple Stock Appearing In Coleman, Ainslie, Abrams Portfolios
• Jeff Muhlenkamp: Include ‘War-Game’ Scenarios In Your Investment Selection Process
• Mohnish Pabrai: It’s OK To End Up With 80%-90% Of Your Net Worth In One Stock
• One Stock Superinvestors Are Selling
• Michael Mauboussin: How To Use A ‘Value Stick’ Framework
• Joel Greenblatt: Buy Stocks Like You’re In The Insurance Business
• One Stock Superinvestors Are Buying
• Tweedy Browne’s John Spears – Boring Companies & Outsized Returns
• Bill Nygren: There Are Lots Of Opportunities With The Market Down So Much
• Mohnish Pabrai: Investors Who Find Themselves At The Bottom Of A Deep Well Need A Long Rope To Get Out
• Howard Marks: Investors Who Can Control Their Emotions Benefit From Market Swings
• Terry Smith – Top 10 Holdings – Latest 13F
• Merry Christmas & Happy New Year From The Acquirer’s Multiple Team (2022)
• 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 – Cummins Inc (CMI)
• This Week’s Best Value Investing News, Podcasts, Interviews (12/23/2022)
• This Acquirers Multiple Stock Appearing In Gabelli, Simons, Greenblatt Portfolios
• GMO: ‘Emerging Value’ To Return 9% – 7 Year Asset Class Forecast
• Warren Buffett: Starting Over – What I Would Have Done Differently
• One Stock Superinvestors Are Selling
• Tom Gayner: Some Great Reasons For Not Selling A Stock
• Jeffrey Gundlach: All The Major Trends Have Reversed
• One Stock Superinvestors Are Buying
• Warren Buffett: You Need To Pay Up For Quality Businesses
• Howard Marks: Nothing In The Investment Business Is Certain
• Michael Mauboussin: 5 Principles Of Good Capital Allocation
• Aswath Damodaran: Your Best Investment Philosophy Is The One That Fits You
• Warren Buffett – Top 10 Holdings – Latest 13F
• 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 – The Home Depot Inc (HD)
• This Week’s Best Value Investing News, Podcasts, Interviews (12/16/2022)
• GMO: Deep Value Really Undervalued
• This Acquirers Multiple Stock Appearing In Dalio, Simons, Greenblatt Portfolios
• Joel Greenblatt: I’m Very Excited About The Value Opportunity Right Now
• Tom Gayner: The Key To Success In Investing Is To Survive
• The Invisible Present
• One Stock Superinvestors Are Selling
• Mohnish Pabrai: Markets Provide Investors With Very High Error Rates
• Howard Marks: Much Better Prospects For Bargain Hunters In This Changed Environment
• The Genius Of Warren Buffett
• One Stock Superinvestors Are Buying
• Morgan Housel: Great Investing Has Nothing To Do With How Smart You Are
• Warren Buffett: Getting New Ideas & Shedding Old Ones
• 10-3 Steepest Ever
• Bill Ackman – Top 10 Holdings – Latest 13F
• Rob Arnott: This Is An Opportunity Rich Environment For Value Stocks
• Warren Buffett: How Much Time Should You Spend Thinking About Your Portfolio
• VALUE: After Hours (S04 E44): Small Value, 10-3 Steepest Ever, Invisible Present, $HD Home Depot
• This Week’s 10 Big Named Companies Near 52 Week Lows
• Stock In Focus – TAM Stock Screener – Alphabet Inc (GOOGL)
• This Week’s 10 Worst Performing Mega-Cap Stocks Last 12 Months
• This Week’s Best Value Investing News, Podcasts, Interviews (12/09/2022)
• SBF And FTX GTFO
• 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
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• 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