Value Investing Archives

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

• Introducing Acquirers Funds®
• Warren Buffett: The Secrets To Our Success
• Jeremy Grantham: The Market Is A Coincident Indicator of Comfort
• Ray Dalio – Top 10 Holdings – Latest 13F
• VALUE: After Hours (S05 E34): New Constructs’ David Trainer on Forensic Accounting, ML/AI and (1+ r)^n
• Mastercard Inc (MA) DCF Valuation: Is The Stock Undervalued?
• 10 Big-Name Stocks Near 52-Week Lows: Are They A Buy?
• Large-Cap Stocks In Trouble: Here Are The 10 Worst Performers Over The Past 12 Months
• Part 3: 10 Of The Best Stock Market Investing Books Of All Time (2023)
• Why The Home Depot Inc (HD) Stock Is A Buy? Acquirer’s Multiple Stock Screener Analysis
• This Week’s Best Value Investing News, Podcasts, Interviews (9/22/2023)
• Warren Buffett: The 2 Yardsticks For Judging Great Management
• Stanley Druckenmiller: “I’m Not Sure I’ve Ever Made Money On Shorts”
• This Acquirers Multiple Stock Is Undervalued, According to Greenblatt, Dalio, And Simons
• Michael Burry: How To Build A Portfolio That Can Withstand Any Shock
• Warren Buffett: How To Use Mathematical Laws To Make Better Stock Market Decisions
• The One Stock That Superinvestors Are Dumping: Is It Time to Sell?
• Steven Romick: Considering What Can Go Wrong: A Value Investor’s Perspective
• Tom Gayner: GAAP Accounting: A Map That Can Lead You Astray
• Aswath Damodaran: Warren Buffett’s Biggest Mistake: Not Investing In Technology Earlier
• The Undervalued Stock That Superinvestors Are Loading Up On
• Ray Dalio: The 5-Step Formula For Investing Success
• Mohnish Pabrai: Everyone Needs Someone To Talk To About Their Investments
• Li Lu – Top 10 Holdings – Latest 13F
• eBay Inc (EBAY) DCF Valuation: Is The Stock Undervalued?
• 10 Big-Name Stocks Near 52-Week Lows: Are They A Buy?
• Mega-Cap Stocks In Trouble: Here Are The 10 Worst Performers Over The Past 12 Months
• Part 2: 10 Of The Best Stock Market Investing Books Of All Time (2023)
• Why Meta Platforms Inc Stock Is A Buy? Acquirer’s Multiple Stock Screener Analysis
• Value Studies Outperform Value Gurus: A Study of the Long-Term Returns
• This Week’s Best Value Investing News, Podcasts, Interviews (9/15/2023)
• Ray Dalio: 3 Lessons On Making Money In The Stock Market
• Jeremy Grantham: The Worst Mistake That The Average Investor Makes
• This Acquirers Multiple Stock Is Undervalued, According To Burry, Simons, And Ainslie
• The Drivers Of Stock Market Returns Over The Last 10 Years
• Joel Greenblatt: Why It’s Easier For Smaller Investors To Achieve Superior Investment Returns, According To Warren Buffett
• Howard Marks: How To Beat The Market With Alpha: A Guide For Investors
• The One Stock That Superinvestors Are Dumping: Is It Time to Sell?
• The Munger Approach To Selling Stocks & Marriage
• Warren Buffett: Why We Focus On ‘Moat-Widening’ Instead Of Short-Term Profits
• Michael Burry: How To Invest Like Michael Burry
• The Undervalued Stock That Superinvestors Are Loading Up On
• Only 1 Tech Stock From The 1999 Dotcom Bubble Beat The Market By 2007
• Guy Spier: Warren Buffett On Does Investing Get Easier Over Time?
• Bill Ackman: The Simple Formula For Investing in Great Businesses
• Michael Burry – Top 10 Holdings – Latest 13F
• VALUE: After Hours (S05 E33): Long-Run Return to Price to Cash Flow Portfolios, Boats and Maintenance
• Coca-Cola Co (KO) DCF Valuation: Is The Stock Undervalued?
• 10 Big-Name Stocks Near 52-Week Lows: Are They A Buy?
• Mega-Cap Stocks In Trouble: Here Are The 10 Worst Performers Over The Past 12 Months
• 10 Of The Best Value Investing Books Of All Time To Help You Beat the Market
• Why Alphabet Stock Is A Buy? Acquirer’s Multiple Stock Screener Analysis
• This Week’s Best Value Investing News, Podcasts, Interviews (9/8/2023)
• The Power of Darwin Facts: How to Challenge Your Beliefs
• Warren Buffett: “You Don’t Get Paid for Activity, You Only Get Paid for Being Right!”
• Aswath Damodaran: The Hard Truth About Active Investing & What You Need To Know To Be Successful
• This Acquirers Multiple Stock Is Undervalued, According to Marks, Simons, and Greenblatt
• Why You Should Be Short-Term Bearish And Long-Term Bullish
• Guy Spier: Warren Buffett Would Rather Read 10-Ks Than Marcel Proust
• Jeremy Grantham: How We Made Money Despite The S&P Being Down 50%
• The One Stock That Superinvestors Are Dumping: Is It Time to Sell?
• How Much of the Magnificent Seven Should You Own?
• Warren Buffett: Why CEOs Who Quadruple Earnings May Not Deserve Praise
• Howard Marks: Fragile Markets Are A Good Time To Invest
• The Undervalued Stock That Superinvestors Are Loading Up On
• Joel Greenblatt’s Value Returns and Metrics
• Michael Burry: The Difference Between Gained And Lost Dollars: Minimizing Downside Risk is Key
• Warren Buffett: Why Rationality Wilts In The Face Of The Institutional Imperative
• How to Invest Like Seth Klarman: Learn From His Top 10 Holdings
• VALUE: After Hours (S05 E32): Value Spread, Value Returns, Stock Market All-Time High, Darwin’s Darling
• What Is The Real Value Of Visa Inc (V) Using A Simple DCF
• This Week’s 10 Big Named Companies Near 52 Week Lows
• This Week’s 10 Worst Performing Mega-Cap Stocks Last 12 Months
• Part 1: 10 Of The Best Stock Market Investing Books Of All Time (2023)
• Stock In Focus – TAM Stock Screener – Gulfport Energy Corp (GPOR)
• This Week’s Best Value Investing News, Podcasts, Interviews (9/1/2023)
• Investing Lessons From Unintended Consequences
• Mohnish Pabrai: The Starting Point In Assessing Any Business
• Warren Buffett: Inflation Acts As A “Gigantic Corporate Tapeworm”
• This Acquirers Multiple Stock Appearing In Simons, Greenblatt, Dalio Portfolios
• Value Is Not A Defensive Factor
• Charles Munger: The Cost Cutting Phenomenon
• Warren Buffett: There’s A Good Reason Why We Don’t ‘Talk Up’ Our Investments
• One Stock Superinvestors Are Selling
• Timing Luck In Investment Strategies
• Bill Nygren: Growth In Passive Investing Creates Opportunities For Value Investors
• Joel Greenblatt: Turn Over A Lot Of Rocks To Find The ‘Easy’ Investments
• One Stock Superinvestors Are Buying
• Free Lunch – The Government Has Removed Left Tail Risk
• Li Lu: Do You Have The Insight & Temperament To Be A Great Investor?
• Steven Romick: The Evolution Of A Value Investor
• Warren Buffett – Top 10 Holdings – Latest 13F
• VALUE: After Hours (S05 E31): Corey Hoffstein on Value, Return Stacking, 60/40 Stocks and Bonds
• What Is The Real Value Of Exxon Mobil Corp (XOM) Using A Simple DCF
• This Week’s 10 Big Named Companies Near 52 Week Lows
• This Week’s 10 Worst Performing Mega-Cap Stocks Last 12 Months
• 5 Must Read Books – Bruce Greenwald
• This Week’s Best Value Investing News, Podcasts, Interviews (8/25/2023)
• Stock In Focus – TAM Stock Screener – Stellantis NV (STLA)
• Warren Buffett: Why IPOs Can Be Painful for Investors
• Warren Buffett: A Public Opinion Poll Is No Substitute For Thought
• Howard Marks: How To Take The Market’s Temperature
• This Acquirers Multiple Stock Appearing In Buffett, Dalio, Simons Portfolios
• Timing The Bottom Can’t Be Done
• One Stock Superinvestors Are Selling
• Guy Spier: Listen To Charles Munger When It Comes To Trimming Positions
• Lee Ainslie: How To Incrementally Improve Your Investing Odds
• Factors Influencing The Success And Longevity Of Public Companies
• Charles Munger: Value Investing Will Never Go Out Of Style
• Warren Buffett: Ignore Original Costs When Reviewing Your Portfolio
• One Stock Superinvestors Are Buying
• Michael Burry’s Market Calls
• Jeremy Grantham: Recession Coming & Running Deep Into Next Year
• Mohnish Pabrai: When ‘Never-Sell’ Is The Best Investing Strategy
• VALUE: After Hours (S05 E30): Kyler Hasson on Quality, Value, $AMZN, and Mauboussin’s Whitepaper
• Jeremy Grantham – Top 10 Holdings – Latest 13F
• What Is The Real Value Of Meta Platforms Inc (META) Using A Simple DCF
• This Week’s 10 Big Named Companies Near 52 Week Lows
• This Week’s 10 Worst Performing Mega-Cap Stocks Last 12 Months
• 6 Book Recommendations From Seth Klarman
• This Week’s Best Value Investing News, Podcasts, Interviews (8/18/2023)
• Stock In Focus – TAM Stock Screener – United Parcel Service Inc (UPS)
• Warren Buffett: 15 Of My Favorite Charles Munger Thoughts
• Mohnish Pabrai: How To Never Sell & Sleep Well
• This Acquirers Multiple Stock Appearing In Dalio, Greenblatt, Simons Portfolios
• Bill Nygren: We’re Excited About The Outlook For Value Stocks
• David Einhorn: We’re ‘Worried’ About The Future Of This Market
• One Stock Superinvestors Are Selling
• Charles Munger: Identifying Great Companies Is Easy, But How Much Do You Pay For Them?
• Aswath Damodaran: It’s Better To Be Lucky Than To Be Smart Or Good
• One Stock Superinvestors Are Buying
• Warren Buffett: We Can Tell In The First Sentence Whether An Investment Is Worth Pursuing
• Howard Marks: Great Investors Use Second Level Thinking
• Richard Pzena – Top 10 Holdings – Latest 13F
• What Is The Real Value Of Alphabet Inc (GOOGL) Using A Simple DCF
• This Week’s 10 Big Named Companies Near 52 Week Lows
• This Week’s 10 Worst Performing Mega-Cap Stocks Last 12 Months
• 3 Book Recommendations From Carl Icahn
• This Week’s Best Value Investing News, Podcasts, Interviews (8/11/2023)
• Stock In Focus – TAM Stock Screener – Cal-Maine Foods Inc (CALM)
• Investors Can Buy The Knicks And The Rangers At A Discount
• Warren Buffett: How Berkshire Hathaway Has Adapted Over The Years
• Mohnish Pabrai: One Example Of Why Micro Trumps Macro
• This Acquirers Multiple Stock Appearing In Greenblatt, Dalio, Gayner Portfolios
• Ergodicity In Investing
• David Einhorn: “Animal Spirits” Have Returned To The Anti-Value Pockets Of The Market
• Warren Buffett: Don’t Risk What You Have And Need In Order To Pursue What You Don’t Have And Don’t Need
• One Stock Superinvestors Are Selling
• Investing Alongside John Malone
• Charles Munger: Sometimes ‘Zero’ Is The Right Number Of Security Transactions
• Howard Marks: The Race To The Bottom Is Currently Underway
• One Stock Superinvestors Are Buying
• Why Uber Is A Good Investment
• VALUE: After Hours (S05 E29): Jonathan Boyar on Special Situations, $UBER, $BATRK and Jake on Ergodicity
• Aswath Damodaran: You Have To Keep Investing Simple, But Not Simplistic
• Guy Spier: Take Calculated Risks
• Prem Watsa – Top 10 Holdings – Latest 13F
• What Is The Real Value Of The Home Depot Inc (HD) Using A Simple DCF
• This Week’s 10 Big Named Companies Near 52 Week Lows
• This Week’s 10 Worst Performing Mega-Cap Stocks Last 12 Months
• 8 Book Recommendations By Li Lu
• This Week’s Best Value Investing News, Podcasts, Interviews (8/4/2023)
• Stock In Focus – TAM Stock Screener – AbbVie Inc (ABBV)
• Investing Lessons From Tardigrades
• Prem Watsa: Caveat Emptor! Human Nature Has Not Changed At All Over All These Years
• Michael Burry: How To Find A Catalyst
• This Acquirers Multiple Stock Appearing In Dalio, Greenblatt, Ainslie Portfolios
• Dealing With Selling Too Early
• Warren Buffett: “Big Ideas” Are The Only Way Of Earning 15% Annually
• Dan Loeb: Understanding The Impact Of AI Is Essential To Successful Stock Selection
• One Stock Superinvestors Are Selling
• Where To Find The Best Opportunities Today
• Charles Munger: Sustained Performance Comes From Making A Small Number Of Very Good Investment Decisions
• Rich Pzena: Value Investors Have Had A Very Good Year
• One Stock Superinvestors Are Buying
• Housing Crisis Phenomena
• Warren Buffett: We’d Rather Hold Excess Cash Than Do ‘Dumb’ Deals
• Li Lu: How To Find Great Businesses
• Charles Munger – Top 10 Holdings – Latest 13F
• VALUE: After Hours (S05 E28): Tim Travis On Regional Banks, Financials, Value And The Tardigrade
• What Is The Real Value Of Pfizer Inc (PFE) Using A Simple DCF
• This Week’s 10 Big Named Companies Near 52 Week Lows
• This Week’s 10 Worst Performing Mega-Cap Stocks Last 12 Months
• 8 Book Recommendations By Joel Greenblatt
• This Week’s Best Value Investing News, Podcasts, Interviews (7/28/2023)
• Stock In Focus – TAM Stock Screener – Alphabet Inc (GOOGL)
• Uncertainty And The Precautionary Principle
• Warren Buffett: You Have To Be Prepared To Grab Opportunities When They Come Around
• Ian Cassel: How To Find 10 Baggers, 20 Baggers
• This Acquirers Multiple Stock Appearing In Simons, Greenblatt, Pzena Portfolios
• Value Spread Closes – What It Means
• Michael Burry: Combining Technical Analysis With Value Investing
• Warren Buffett: We Follow Phil Fisher’s Approach To Dividends
• One Stock Superinvestors Are Selling
• When Warren Buffett Saw The Terror Threat
• One Stock Superinvestors Are Buying
• David Einhorn: The Biggest Change To Value Investing Today
• Howard Marks: The Future Is Unusually Murky, Unusually Uncertain
• How To Avoid Blowing Up Your Portfolio
• Charles Munger: The One Enduring Investing Strategy
• Warren Buffett: Emotional Stability Will Always Beat Intelligence In Investing
• Ray Dalio – Top 10 Holdings – Latest 13F
• VALUE: After Hours (S05 E27): Precautionary Principle; Value Spread Closes; Market And Economy Disagree
• This Week’s 10 Big Named Companies Near 52 Week Lows
• This Week’s 10 Worst Performing Mega-Cap Stocks Last 12 Months
• 5 Book Recommendations By David Einhorn
• This Week’s Best Value Investing News, Podcasts, Interviews (7/21/2023)
• Stock In Focus – TAM Stock Screener – Alpha Metallurgical Resources Inc (AMR)
• Nasdaq To Reweight Big Tech Dominance
• Aswath Damodaran: The Biggest Sin In Investing Is Arrogance
• Dan Rasmussen: Investors Win By Betting Against Current Hubris
• This Acquirers Multiple Stock Appearing In Dalio, Greenblatt, Asness Portfolios
• The Intuitive Investor
• Pzena: Today’s Darling Stocks Become Tomorrow’s Value Stocks
• Charlie Munger: It’s Getting Harder To Achieve Outsized Returns
• One Stock Superinvestors Are Selling
• We’re In A Stock-Pickers Market
• Mohnish Pabrai: Focus On No-Brainers
• Seth Klarman: The Market Will Regularly Tell You You’re An Idiot!
• One Stock Superinvestors Are Buying
• Will We See Another ‘Big Short’?
• Warren Buffett: Some Of Our Best Businesses Don’t Grow
• Mario Gabelli: Private Market Value With A Calatyst
• Li Lu – Top 10 Holdings – Latest 13F
• VALUE: After Hours (S05 E26): Seawolf’s Vincent Daniel And Porter Collins On Financials, Energy, Rates
• This Week’s 10 Big Named Companies Near 52 Week Lows
• This Week’s 10 Worst Performing Mega-Cap Stocks Last 12 Months
• 5 Book Recommendations By Jamie Dimon
• This Week’s Best Value Investing News, Podcasts, Interviews (7/14/2023)
• Stock In Focus – TAM Stock Screener – Petroleo Brasileiro SA Petrobras (PBR)
• Small-Caps Ready To Rip
• Bill Miller: How Peter Lynch Helped Me 50x On One Investment
• Seth Klarman: There’s A Scary Notion Today That Risk Is A Good Thing
• This Acquirers Multiple Stock Appearing In Dalio, Greenblatt, Cohen Portfolios
• Zuck vs Musk – Who Would Win In The Octagon?
• Charles Munger: Multitasking Is A Terrible Way To Think
• Bill Nygren: Value Investing Requires Zigging When The Consensus Is Zagging
• One Stock Superinvestors Are Selling
• AI Has The Animal Spirits Going Again
• Howard Marks: 7 Ways To Take The Temperature Of The Market
• Terry Smith: Focus On Fundamentals, Forget Macro
• One Stock Superinvestors Are Buying
• ChatGPT Heading The Same Way As NFTs
• Tom Gayner: Never Be In A Hurry To Sell
• Mohnish Pabrai: Investors Project Present Circumstances To Infinity
• Howard Marks – Top 10 Holdings – Latest 13F
• Puffery: Carlill v Carbolic Smoke Ball Co 1893
• This Week’s 10 Big Named Companies Near 52 Week Lows
• This Week’s 10 Worst Performing Mega-Cap Stocks Last 12 Months
• 11 Book Recommendations By Terry Smith
• This Week’s Best Value Investing News, Podcasts, Interviews (7/7/2023)
• Stock In Focus – TAM Stock Screener – Arch Resources Inc (ARCH)
• Zooming Out On Berkshire Hathaway
• Warren Buffett: Our ‘Clean Sweep’ Approach To Business & Investing
• Charles Bobrinskoy: Value Stocks Are Trading At Very Reasonable Multiples
• This Acquirers Multiple Stock Appearing In Marks, Miller, Cohen Portfolios
• The Fed Is Hurting My Stocks
• Charles Munger: Investing Is Not For Everyone
• Jeremy Grantham: Imagine A World Where You Have 1,000,000 Devices Learning Simultaneously
• One Stock Superinvestors Are Selling
• Warren Buffett’s Superhuman Calculations
• Warren Buffett: The Secret To Keeping Shareholder Turnover Low
• Howard Marks: The Strategies That Have Worked Best Need To Change
• One Stock Superinvestors Are Buying
• Why is Berkshire Hathaway Buying More Oxy?
• Mohnish Pabrai: I Changed My Investment Strategy To Find More 100 Baggers
• Jeremy Grantham: There’s A 70% Chance Of A Market Crash
• Joel Greenblatt – Top 10 Holdings – Latest 13F
• VALUE: After Hours (S05 E25): Half-Year Prediction Update; Small Cap Value; Scale, Buffett And $BRK
• This Week’s 10 Big Named Companies Near 52 Week Lows
• This Week’s 10 Worst Performing Mega-Cap Stocks Last 12 Months
• 10 Book Recommendations By Michael Burry
• This Week’s Best Value Investing News, Podcasts, Interviews (6/30/2023)
• Stock In Focus – TAM Stock Screener – Southwestern Energy Co (SWN)
• Investing Lessons From Earthworms
• Guy Spier: The Power Of Doing Nothing
• Seth Klarman: Forget The Definitions Of Growth Stocks & Value Stocks
• This Acquirers Multiple Stock Appearing In Simons, Cohen, Ainslie Portfolios
• Warren Buffett – Taking The Dagger Off The Steering Wheel
• Bill Nygren: Today Is A Great Time To Be A Traditional Value Investor
• Seth Klarman: Investors Should Focus On The Most Inefficient Pockets In The World
• One Stock Superinvestors Are Selling
• What Makes Modern Day Conglomerates Great!
• Aswath Damodaran: How Stock Valuation Has Changed Over Decades
• Mohnish Pabrai: Great Investors Enjoy The Hunt
• One Stock Superinvestors Are Buying
• Becoming A Serial Acquirer Like Berkshire & Constellation
• Howard Marks: The 1 Question Investors Should Ask Regarding A Possible Investment
• David Einhorn: What Should Investors Do When They’re ‘On Tilt’?
• Terry Smith – Top 10 Holdings – Latest 13F
• VALUE: After Hours (S05 E24): Mark Valdez On Mergers And Acquisitions, Search Funds And Venture Capital
• This Week’s 10 Big Named Companies Near 52 Week Lows
• This Week’s 10 Worst Performing Mega-Cap Stocks Last 12 Months
• 9 Book Recommendations From Bill Ackman
• This Week’s Best Value Investing News, Podcasts, Interviews (6/23/2023)
• Stock In Focus – TAM Stock Screener – Gulfport Energy Corp (GPOR)
• Investing Lessons From Trees
• GMO: U.S “Deep Value” Stocks (Cheapest 20%) Are Super Cheap
• Howard Marks: The Years Ahead Won’t Be Easy For Investors
• This Acquirers Multiple Stock Appearing In Dalio, Simons, Greenblatt Portfolios
• Find Companies With Growth & Survival Qualities
• Jeremy Grantham: How The Changing Face Of American Capitalism Has Impacted Investors
• Joel Greenblatt: How To Find The Best Capital Allocators
• One Stock Superinvestors Are Selling
• Finding Picasso-Type Situations
• Jeffrey Gundlach: Bonds Have 4 Times The Payout Of The Stock Market Right Now
• Aswath Damodaran: How Many Stocks Should You Have In Your Portfolio?
• One Stock Superinvestors Are Buying
• The Lightning-In-A-Bottle Portfolio
• Mohnish Pabrai: Dealing With A Stock Price That Has Dropped Severely
• Howard Marks: The Cardinal Sin Of Investing
• Seth Klarman – Top 10 Holdings – Latest 13F
• VALUE: After Hours (S05 E23): Ian Cassel On Small & MicroCap Growth And Value, How He Finds Stocks
• This Week’s 10 Big Named Companies Near 52 Week Lows
• This Week’s 10 Worst Performing Mega-Cap Stocks Last 12 Months
• 6 Book Recommendations From Howard Marks
• This Week’s Best Value Investing News, Podcasts, Interviews (6/16/2023)
• Stock In Focus – TAM Stock Screener – Equinor ASA (EQNR)
• AI Closes The Gap Between Large And Small Businesses
• Warren Buffett: We’re Not Interested In Spinning-Off Our Companies
• Bill Ackman: The One Trend That Most Investors Are Missing
• This Acquirers Multiple Stock Appearing In Marks, Simons, Greenblatt Portfolios
• This Is A Value Investing Market
• Joel Greenblatt: Your Stock Will Go Down After You Buy It
• Warren Buffett: The Trick Is Not To Pick The Right Company
• One Stock Superinvestors Are Selling
• Investing Lessons From Earthquakes
• Jim Rogers: Two Things You Can Do To Survive The Looming Bear Market
• Bill Nygren: There’s An ‘Unusual’ Value Opportunity In Banks Today
• One Stock Superinvestors Are Buying
• Can AI Help Geologists Find Gold?
• Mohnish Pabrai: The Time I Met Michael Burry
• Howard Marks: Investing Success Doesn’t Consist Of Buying Good Things, But Buying Things Well
• Bill Ackman – Top 10 Holdings – Latest 13F
• VALUE: After Hours (S05 E22): Tavi Costa On Commodities And Precious Metals, Energy, China, And Value
• This Week’s 10 Big Named Companies Near 52 Week Lows
• This Week’s 10 Worst Performing Mega-Cap Stocks Last 12 Months
• 5 Book Recommendations From Mohnish Pabrai
• This Week’s Best Value Investing News, Podcasts, Interviews (6/9/2023)
• Stock In Focus – TAM Stock Screener – Alpha Metallurgical Resources Inc (AMR)
• 5 Stocks Are Driving The Entire Market
• Warren Buffett: I Should Have Bought Coca-Cola 50 Years Earlier
• Stanley Druckenmiller: AI Has Dominated My Long Portfolio For 5-6 Months
• This Acquirers Multiple Stock Appearing In Dalio, Gayner, Greenblatt Portfolios
• Warren Buffett’s Greatest Attribute – Disciplined Rationality
• Howard Marks: Will AI Replace Human Investors?
• Warren Buffett: Declining Prices For Businesses Benefit Us
• One Stock Superinvestors Are Selling
• Factor Timing Is Very Very Difficult
• Cliff Asness: No-One Would Call Warren Buffett A Quant
• GMO: Investors Should Consider Shorting Junk Stocks
• One Stock Superinvestors Are Buying
• What Impact Will AI Have On Investing?
• Mohnish Pabrai: Another Valuable Lesson I Learned From Warren And Charlie
• Howard Marks: There’s Only One Way To Forecast
• Michael Burry – Top 10 Holdings – Latest 13F
• VALUE: After Hours (S05 E21): Justin Carbonneau And Jack Forehand On What Factors Work In The Market
• This Week’s 10 Big Named Companies Near 52 Week Lows
• This Week’s 10 Worst Performing Mega-Cap Stocks Last 12 Months
• 5 Book Recommendations From Ray Dalio
• This Week’s Best Value Investing News, Podcasts, Interviews (6/2/2023)
• Stock In Focus – TAM Stock Screener – Synchrony Financial (SYF)
• The Past Prosperity of Profit Margins
• Guy Spier: Warren Buffett’s Instincts Keep Him Out Of Trouble
• Cliff Asness: Equities Are A Scary Place For Investors
• This Acquirers Multiple Stock Appearing In Buffett, Burry, Pzena Portfolios
• Here’s Why Japan Provides Great Value Options
• Terry Smith: One Of The Biggest Problems With Bank Stocks Is Systemic Risk
• Tom Gayner: What Discount Rate To Use On Potential Investments
• One Stock Superinvestors Are Selling
• Laptop Warriors Changed The U.S Housing Market
• Warren Buffett: My Strategy For Investing In Banks
• Aswath Damodaran: The Bermuda Triangle Of Valuation
• One Stock Superinvestors Are Buying
• Value Investing Keeps You In Your Lane
• Dan Loeb: Preserve Liquidity To Take Advantage Of Markets When They ‘Break’
• Mohnish Pabrai: Warren Buffett’s 12 Truly Great Decisions
• Jeremy Grantham – Top 10 Holdings – Latest 13F
• VALUE: After Hours (S05 E20): Jeff Weniger On Value v Growth, Housing, And The 70s Stock Market Crashes
• Stock In Focus – TAM Stock Screener – PBF Energy Inc (PBF)
• The $30 Billion Stock No-One Knows
• This Acquirers Multiple Stock Appearing In Greenblatt, Simons, Singer Portfolios
• New Technology – From Fire To AI
• One Stock Superinvestors Are Selling
• What Happens To You Physically During A Market Crash
• Warren Buffett Buys Wonderful Companies Cheap
• One Stock Superinvestors Are Buying
• Warren Buffett – Top 10 Holdings – Latest 13F
• VALUE: After Hours (S05 E19): John Rotonti On The $30 Billion Stock No-One Knows, Berkshire And Buffett
• This Week’s 10 Big Named Companies Near 52 Week Lows
• This Week’s 10 Worst Performing Mega-Cap Stocks Last 12 Months
• 5 Book Recommendations From Jeremy Grantham
• Stock In Focus – TAM Stock Screener – Alphabet Inc (GOOGL)
• This Week’s Best Value Investing News, Podcasts, Interviews (5/19/2023)
• Generating Alpha With Asymmetry
• Warren Buffett: Beware The Economic Illiterate And Silver-Tongued Demagogues
• John Rogers: How Many Stocks Should You Own? – The Sweet Spot
• This Acquirers Multiple Stock Appearing In Simons, Dalio, Greenblatt Portfolios
• Oil/Inflation/USD-Clash of the Titans – Fed vs OPEC+
• Mohnish Pabrai: You Must Be A Continuous Learning Machine
• Aswath Damodaran: Investors Should Hang-Out With People That Disagree With Them
• One Stock Superinvestors Are Selling
• Millions Will Lose Jobs
• Prem Watsa: The Best Investment Strategy Is Always The Same
• Paul Tudor Jones: Really Good Chance Of Recession In Q3
• One Stock Superinvestors Are Buying
• Warren Buffett Prefers Preferred Stock
• Stanley Druckenmiller: We Will Have Unbelievable Opportunities In The Next Coupla Years
• Sam Zell: Property Investors Treated Property Like Jack And The Beanstalk
• Prem Watsa – Top 10 Holdings – Latest 13F
• VALUE: After Hours (S05 E18): Michael Kao, Urban Kaoboy; Alpha With Asymmetry; Capital Structure Arb
• This Week’s 10 Big Named Companies Near 52 Week Lows
• This Week’s 10 Worst Performing Mega-Cap Stocks Last 12 Months
• 5 Book Recommendations From Warren Buffett
• This Week’s Best Value Investing News, Podcasts, Interviews (5/12/2023)
• Stock In Focus – TAM Stock Screener – Valero Energy Corp (VLO)
• Diversify Your Holdings Using The Weird Portfolio
• Mario Gabelli: Buy Stocks Like Warren Buffett
• Charles Munger: Some Investors Can’t Tell Their Best Ideas From Their Worst
• Is It Wise To Take On Carl Icahn?
• Jeremy Grantham: The 3 Areas To Own In U.S Equities Includes Deep Value
• Cliff Asness – International Diversification—Still Not Crazy after All These Years
• One Stock Superinvestors Are Selling
• The Gambler Who Cracked the Horse-Racing Code
• Warren Buffett: There’s Been A Big Increase In Number Of People Doing Dumb Things
• Stanley Druckenmiller: Fiscal Recklessness Of The Last Decade Like Watching A Horror Movie
• One Stock Superinvestors Are Buying
• Warren Buffett’s Never-Sell Strategy
• Warren Buffett: Social Media Can Screw Up You Life In 30 Seconds
• Mohnish Pabrai: Successful Investing Requires You Not To Touch It
• Li Lu – Top 10 Holdings – Latest 13F
• VALUE: After Hours (S05 E17): Value Stock Geek On Deep Value, Hindenburg On Icahn, Regional Bank Canary
• This Week’s 10 Big Named Companies Near 52 Week Lows
• This Week’s 10 Worst Performing Mega-Cap Stocks Last 12 Months
• 5 Book Recommendations From Charles Munger
• Stock In Focus – TAM Stock Screener – Meta Platforms Inc (META)
• This Week’s Best Value Investing News, Podcasts, Interviews (5/5/2023)
• Yield Curve Recession Indicator Has Correctly Picked 8 For 8
• This Acquirers Multiple Stock Appearing In Asness, Cohen, Greenblatt Portfolios
• Todd Combs: 99% Of My Analysis With Warren Buffett Is Qualitative
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• 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
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• 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’
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• 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
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• 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
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• 10 Big Named Companies With Huge Free Cash Flows @Ycharts
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• 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
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• Jeremy Grantham: The Stock Market ‘Termites’ Always Go For The Juiciest Speculative Things First
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• Howard Marks: Here’s Why Investors Should Ignore Macro Forecasts
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• VALUE: After Hours (S04 E027): Small Value is Quality, Energy in Food, Financials and the Consumer
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• This Week’s Best Value Investing News, Podcasts, Interviews (7/29/2022)
• Jeremy Grantham: Where Is The Bottom Of This Bear Market?
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• This Acquirers Multiple Stock Appearing In Marks, Simons, Fisher Portfolios
• Aswath Damodaran: Even The Worst Investors Can Get Lucky
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• Jeremy Grantham – Top 10 Holdings – Latest 13F
• VALUE: After Hours (S04 E026): Market Valuation, Historical Bears, And Artificial Intelligence
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• This Week’s Best Value Investing News, Podcasts, Interviews (7/22/2022)
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• David Rolfe: Investors Should Heed Stanley Druckenmiller’s Warning On So-Called ‘Soft Landings’
• GMO: The Best Places To Fish In This Market
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• This Acquirers Multiple Stock Appearing In Dalio, Simons, Asness Portfolios
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• Jeremy Grantham: We Are Going To Have A Very Big Reversal From Growth To Value
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• This Acquirers Multiple Stock Appearing In Dalio, Pzena, Gayner Portfolios
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