Don’t Break Your Own Investing Rules

Johnny HopkinsPodcastsLeave a Comment

In their recent episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discussed Don’t Break Your Own Investing Rules. Here’s an excerpt from the episode: Ian: Yeah. Maybe a couple of things that I also wrote down were some keeping track of some of the unforced errors I … Read More

One Stock Superinvestors Are Buying

Johnny HopkinsStock ScreenerLeave a Comment

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

Miller Value: How To Exploit Short-Term Volatility

Johnny HopkinsBill MillerLeave a Comment

In their latest Q1 2022 Letter titled, Exploiting Volatility to Outmaneuver the Market, Miller Value explain how to exploit short-term volatility. Here’s an excerpt from the article: We have great conviction in our process, which is both time-tested and unique. We are patient, long-term value investors. We value businesses and think like … Read More

The Market Loves To Destroy Hubris

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In their recent episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discussed The Market Loves To Destroy Hubris. Here’s an excerpt from the episode: Ian: I find with investing especially, I think, we talked about before we came on live. I think this industry and finance and … Read More

Michael Mauboussin: Warren Buffett Says – When You Find Yourself In A Hole, The First Thing You Do Is Stop Digging

Johnny HopkinsMichael MauboussinLeave a Comment

In his recent interview with WHG Clube do Livro, Michael Mauboussin discussed one example of how companies destroy wealth. Here’s an excerpt from the interview: Mauboussin: The third observation is that if you’re not earning your cost of capital, growth is bad. The faster you grow the more wealth you’re … Read More

What A Difference 12 Months Makes @ycharts

Johnny Hopkinsstock chartLeave a Comment

Here’s a list of some of the most popular names just 12 months ago. What a difference 12 months makes. Peloton Interactive Inc (PTON) – Down 83.35% Zoom Video Communications Inc (ZM) – Down 67.31% GameStop Corp (GME) – Down 40.19% Telsa Inc (TSLA) – Down 34.62% GME data by … Read More

Michael Mauboussin: Investors Should Pay More Attention To Management’s Actions Regarding Buying And Selling Company Stock

Johnny HopkinsMichael MauboussinLeave a Comment

In his latest paper titled – Wealth Transfers: Redistribution of Value via Capital Allocation, Michael Mauboussin explains why investors should pay more attention to management’s actions regarding buying and selling the company’s stock. Here’s an excerpt from the paper: Companies can affect wealth in a couple of ways. First, they … Read More

Negotiating Munger Style

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In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Tobias Carlisle discussed Negotiating Munger Style. Here’s an excerpt from the episode: Tobias: They had some interesting stories. I like the fact that Charlie couldn’t remember one of the stories that he had told Buffett, Buffett had … Read More