You Should Expect To Be Down 50% At Some Stage

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In their recent episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discussed You Should Expect To Be Down 50% At Some Stage. Here’s an excerpt from the episode: Tobias: Which is one of the other things we were talking about before we came on. Berkshire Hathaway is … Read More

One Stock Superinvestors Are Buying

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As part of the weekly research here at The Acquirer’s Multiple we’re always interested in investing gurus who hold the same stocks that appear in our Acquirer’s Multiple Stock Screeners, based on their latest 13F’s. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, … Read More

Don’t Hold Cash Waiting For The ‘Right Time’

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In their recent episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discussed Don’t Hold Cash Waiting For The ‘Right Time’. Here’s an excerpt from the episode: Tobias: I’ve got lots of people reach out and say, “I’ve been holding a whole lot of cash. There is this … Read More

Avoid Social Media When There’s Panic In Markets

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In their recent episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discussed Avoiding Social Media When There’s Panic In Markets. Here’s an excerpt from the episode: Jake: [crosstalk] I think it’s very insightful there with the short-termism that creeps in, because I think as you’re taking this … Read More

What A Difference 12 Months Makes @ycharts

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In the past twelve months, one sector has outperformed all others, and that is Energy. Here’s a list of some of the top performing stocks in the Energy sector. What a difference 12 months makes. Company – Price % Change Last 12 Months ConocoPhillips (COP) – Up 89.60% Chevron Corp … Read More

This Week’s Best Value Investing News, Podcasts, Interviews (5/20/2022)

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This week’s best investing news: Crisis Investing in Europe (Verdad) Investing’s Four Horsemen (Validea) Trying Too Hard (Collaborative Value) The MacGuffin, Part 1 (Epsilon Theory) Aging Badly (Humble Dollar) Why Is Inflation So High Right Now? 6 Reasons (Vitaliy Katsenelson) David Tepper Covers His Short Bets (WTI) An Epic Set Of ‘Alligator Jaws,’ Part Deux (Felder) Howard Marks: … Read More

Warren Buffett vs Cathie Wood

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In their recent episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discussed Warren Buffett vs Cathie Wood. Here’s an excerpt from the episode: Jake: Because even somebody like Cathie Wood, if she was less boisterous, obviously, not making the comment she’s made and it was just that … Read More

Is Pfizer Inc (PFE) A Great Value Stock?

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Based on the improved performance metrics, which we recently added to our stock screens, Pfizer Inc (PFE) could be a great value stock: Pfizer is one of the world’s largest pharmaceutical firms, with annual sales close to $50 billion (excluding COVID-19 vaccine sales). While it historically sold many types of healthcare … Read More