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
John Neff: Why Most Investors Will Never Hold Compounders
In his recent article titled – Why Compounding is so Difficult, John Neff explains why most investors will never hold compounders. Here’s an excerpt from the article: How many billionaires are there in the United States? There is no definitive count. Most estimates put the number well below 1,000–with 927 … Read More
Bill Miller: If You Can’t Buy When Prices Are Falling You Can’t Buy At All
In his recent interview on the Richer, Wiser, Happier Podcast, Bill Miller explains why if you can’t buy when prices are falling you can’t buy at all. Here’s an excerpt from the interview: Miller: The other thing that I’ve said is that nobody can predict these things, the future, no … Read More
One Stock Superinvestors Are Buying
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’
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
GMO: Protecting Your Portfolio from Inflation After the Fact
In their recent Q1 2022 Letter, GMO discusses one way to protect your portfolio from inflation after the fact. Here’s an excerpt from the letter: The long-term supply/demand dynamics in natural resource markets favor high and rising prices. The clean energy transition will take decades to play out and will, … Read More
Ken Griffin: Why Value Stocks Will Outperform Growth
In his recent interview on Bloomberg, Ken Griffin explains why value stocks will outperform growth. Here’s an excerpt from the interview: Griffin: For our entire adult lives we’ve lived by and large… this is an uneven set of benefits, but we’ve lived through the benefits of globalization which has been … Read More
Howard Marks Top 10 Holdings – Q1 2022, Buys SBLK, CBL, VALE, ITUB, PBR
One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More
Avoid Social Media When There’s Panic In Markets
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
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
What Does Warren Buffett See In His 8 New Positions (Q1 2022)? @ycharts
According to his latest 13F for Q1 2022, Warren Buffett added 8 new positions. This week we look at how these new positions have performed over the last 12 months. SYM ISSUER NAME VALUE ($000) % SHARES ALLY ALLY FINL INC $389,990 0.10% 8,969,420 C CITIGROUP INC $2,945,319 0.80% 55,155,797 … Read More
Stock In Focus – TAM Stock Screener – PROG Holdings Inc (PRG)
As part of our ongoing series here at The Acquirer’s Multiple, we provide this feature article titled ‘Stock in Focus‘ where we focus on one of the stocks from our Stock Screeners. One of the cheapest stocks in our Stock Screeners is: PROG Holdings Inc (PRG) PROG Holdings Inc is a provider of … Read More
Constellation Software (CSU.TO) vs Berkshire Hathaway (BRK.A) – Head To Head @ycharts
As part of a new weekly feature here at the Acquirer’s Multiple we’ll be providing some of our favorite charts of the week from @ycharts. This week we’ll take a look at Constellation Software Inc (CSU.TO) vs Berkshire Hathaway Inc (BRK.A) over the last 10 years. Share Price CSU.TO – … Read More
This Week’s Best Value Investing News, Podcasts, Interviews (5/20/2022)
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
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?
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
This Acquirers Multiple Stock Appearing In Simons, Grantham, Greenblatt Portfolios
Part of the weekly research here at The Acquirer’s Multiple features some of the top picks from our Stock Screeners and some top investors who are holding these same picks in their portfolios. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, … Read More
Arnold Van Den Berg: Everyone’s A Financial Genius In A Rising Market
In his recent interview on the Richer, Wiser, Happier Podcast, Arnold Van Den Berg discussions some of the lessons he learned from Ben Graham that are still very valuable today. Here’s an excerpt from the interview: Van Den Berg: There was a couple of things that I had to learn … Read More
Jeremy Grantham: The First Sign That A Bubble Is About To Pop
In his recent interview with CNBC, Jeremy Grantham discusses the first sign that a bubble is about to pop. Here’s an excerpt from the interview: Grantham: I only specialize in what I call the really great bubbles. If you go back to 1929, to 2000, to Japan and the housing… … Read More
During Drawdowns – Add A New Position Or Buy More Of What You Have?
In their recent episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discussed During Drawdowns – Add A New Position Or Buy More Of What You Have?. Here’s an excerpt from the episode: Ian: Maybe a good place to start and I’ll pose this question to Jake first. … Read More