In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Michael Burry Shorts $AAPL. Here’s an excerpt from the episode: Tobias: Burry’s Short Apple? Bill: Who is? Tobias: Mike Burry. Bill: Oh. Got to be an easier short out there than Apple. Tobias: Yeah, I … Read More
One Stock Superinvestors Are Selling
As part of the weekly research here at The Acquirer’s Multiple we’re always interested in superinvestors 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, Seth … Read More
Sam Zell: Successful Investing – Calculate The Downside Risk And Be Certain You Can Handle It
In his recent interview on the Capital Allocators Podcast, Sam Zell explained why all investing is about figuring out the downside and being certain you can you handle it. Here’s an excerpt from the interview: Zell: I think I start by saying that evaluating risk is very simple. Bernard Baruch, … Read More
Jim Rogers: Sure Signs We’re Nearing The End Of The Bull Market
In his recent interview with TD Ameritrade, Jim Rogers discussed the sure signs that we’re nearing the end of the bull market. Here’s an excerpt from the interview: Rogers: The U.S stock market, and I’ll use that even though there are many other markets, has never had such a long … Read More
Cheap Tech
In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Cheap Tech. Here’s an excerpt from the episode: Tobias: Well, there’s still that big sugar rush coming through the system. It’s hard when you’re looking at companies right now. There are things out there that … 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
Pzena Investment Management: Fundamentals Point To An Enduring Value Cycle
In their lastest Q1 2022 Market Commentary, Pzena Investment Management explain why fundamentals point to an enduring value cycle. Here’s an excerpt from the commentary: We commonly hear two questions at opposite ends of the value cycle: “Is value dead?” and “Is the value cycle over?” The psychology behind these … Read More
Guy Spier: Placing Right-Sized Bets
In his recent interview on the Investing With Tom Podcast, Guy Spier discussed placing right-sized bets. Here’s an excerpt from the interview: Spier: Well the investment that we make obviously we make the investment hoping it’s going to be a multi-bagger but we don’t know, we can’t predict. So we … Read More
Spock’s Predictions Were Wrong 83% Of The Time
In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Spock’s Predictions Were Wrong 83% Of The Time. Here’s an excerpt from the episode: Jake: The first thing that was really funny in the book [The Scout Mindset], she went through and looked at that. … Read More
Charlie Munger: Old School Valuation Methods Will Never Die
Earlier this year at the Daily Journal Annual Meeting, Charles Munger explained why old school valuation methods will never die. Here’s an excerpt from the meeting: Munger: They’ll never die. You can’t… The idea of getting more value than you pay for, that’s what investment is if you want to … Read More
Howard Marks: Investors Should Never Wait For The Market To Get Cheaper
In his recent interview with Bloomberg, Howard Marks explains why investors should never wait for the market to get cheaper. Here’s an excerpt from the interview: Marks: One of the six tenets of Oaktree’s investment philosophy, which we established when we started in April of ’95 and have never changed … Read More
Li Lu Top 10 Holdings – Q1 2022 – No New Buys
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
VALUE: After Hours (S04 E020): Scouts vs Soldiers, $RH, Macro Crashes, Cheap Tech and Commodities
In their latest episode of the VALUE: After Hours Podcast, Bill Brewster Jake Taylor, and Tobias Carlisle discuss: Why It’s So Difficult To Value Businesses Right Now This Market Provides Opportunities To Buy Better Quality Stocks Cheap Michael Burry Shorts $AAPL Cheap Tech China’s Zero-COVID Strategy Gary Friedman’s Masstige Brand … Read More
What A Difference 12 Months Makes @ycharts
Last week we took at look at one of the most underperforming sectors in the past 12 months, Internet Content and Information. This week we take a look at five stocks that have gained more than 200% over the past 12 months, and its no surprise that all five companies … Read More
Warren Buffett: There Is Nothing More Destructive Than Companies Reporting Forecasted Earnings
In his latest 2022 Berkshire Annual Meeting, Warren Buffett explained why there is nothing more destructive than companies reporting forecasted earnings. Here’s an excerpt from the meeting: Buffett: Within GAAP accounting I can play a lot of games with numbers. We have never… we’ve done a lot of dumb things … Read More
Stock In Focus – TAM Stock Screener – Ingles Markets Inc (IMKTA)
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: Ingles Markets Inc (IMKTA) Ingles Markets Inc is a U.S. based … Read More
This Week’s Best Value Investing News, Podcasts, Interviews (6/3/2022)
This week’s best investing news: My Greatest Investment (Jamie Catherwood) Managing Risk When Credit Spreads Rise (Verdad) Weathering The Stock Market Storm (Validea) Different Kinds of BS (Collaborative Fund) Are Big Tech Stocks Following In The Footsteps Of Their Chinese Counterparts? Part Deux (Felder Report) IQ Isn’t Enough (Humble Dollar) What is Reversion to the Mean and … Read More
Iron Worm Success Led To Disastrous Investment Outcome
In their recent episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discussed Iron Worm Success Led To Disastrous Investment Outcome. Here’s an excerpt from the episode: Jake: Oh, okay. Well, that’s why they come here is for all the rosy outlooks. All right, so, this week’s veggies … Read More
Is Alphabet Inc (GOOGL) A Great Value Stock?
Based on the improved performance metrics which we recently added to our stock screens, Alphabet Inc (GOOGL) could be a great value stock: Alphabet Inc is a holding company, with Google, the Internet media giant, as a wholly owned subsidiary. Google generates 99% of Alphabet revenue, of which more than … Read More
This Acquirers Multiple Stock Appearing In Grantham, Dalio, Miller 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