In their latest Q1 2022 Market Commentary, Pzena Investment Management explain why fundamentals support the case for 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 … Read More
Is Micron Technology, Inc. (NASDAQ: MU) A Great Value Stock?
Based on the improved performance metrics, which we recently added to our stock screens, Micron Technology, Inc. (NASDAQ: MU) may be a great value stock: Micron historically focused on designing and manufacturing DRAM for PCs. The firm then expanded into the NAND flash memory market. It increased its DRAM scale with … Read More
This Acquirers Multiple Stock Appearing In Buffett, 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
How Warren Buffett Negotiates A Deal
In their recent episode of the VALUE: After Hours Podcast, Jake Taylor and Tobias Carlisle discuss How Warren Buffett Negotiates A Deal. Here’s an excerpt from the episode: Tobias: All right. This is, let me just pull it up, a $12 billion deal and Buffett did it in about two … Read More
John Rogers: Long-Neglected Value Stocks Poised To Outperform Growth
In his latest Q1 2022 Letter, John Rogers says long-neglected value stocks are poised to outperform growth. Here’s an excerpt from the letter: Geopolitical instability, surging inflation, tighter monetary policy, a sharp run up in commodity prices as well as supply chain constraints present risks on a go forward basis. … Read More
Laughing Water Capital: 7 Strategies Investors Can Use To Survive Periods Of Uncertainty
In his latest Laughing Water Capital, April 2022 Letter, Matthew Sweeney provides seven strategies investors can use to survive periods of uncertainty. Here’s an excerpt from the letter: I think it is best to assume that these scary headlines will be with us for some time, and I also think … 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
National Cash Register – A Century Of Innovation
In their recent episode of the VALUE: After Hours Podcast, Jake Taylor and Tobias Carlisle discuss National Cash Register – A Century Of Innovation. Here’s an excerpt from the episode: Jake: Okay this is National Cash Register, fascinating history of this company. This came from my friend, Adam Mead, who … 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
Warren Buffett: I’ve Gotten Dumber But I’ve Gotten Wiser
In his recent interview with Charlie Rose, Warren Buffett explains why he’s gotten dumber but wiser. Here’s an excerpt from the interview: Buffett: I’ve gotten dumber but I’ve gotten wiser. Host: That’s a nice phrase but what does it mean? Buffett: It means that I can’t add a group of … Read More
Jason Zweig: Investing Lessons From Daniel Kahneman
In his recent interview with William Green on The Investor’s Podcast, Jason Zweig recalled one of the most important lessons he learned from Daniel Kahneman and that is looking at everything we do with a clean slate. This should include our investing strategy and portfolio. Here’s an excerpt from the … Read More
Charlie Munger Halves Stake In $BABA
In their recent episode of the VALUE: After Hours Podcast, Jake Taylor and Tobias Carlisle discuss Charlie Munger Halves Stake In $BABA. Here’s an excerpt from the episode: Tobias: Alibaba and Charlie Munger, his ongoing love affair with that stock or– What he’s done is, he’s doubled down twice as … Read More
Aswath Damodaran: The Problem With ‘Old Time’ Value Investors
In his latest interview with Elearnmarkets, Aswath Damodaran discusses the problem with ‘old time’ value investors. Here’s an excerpt from the interview: Damodaran: First, let me first push back. You said you’re an old-time value investor right? How many old-time value investors actually value companies? Maybe one in a hundred. … Read More
Ray Dalio: Competing In Markets Is More Difficult Than Competing In The Olympics
In his recent interview with Lewis Howes, Ray Dalio explains why competing in markets is more difficult than competing in the Olympics. Here’s an excerpt from the interview: Dalio: The most common mistake of investing is that the investment that did good is a good investment. People… rather more expensive. … Read More
Charles Munger Top 10 Holdings – Q1 2022, Sells BABA
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 E015): How Warren Buffett Negotiates a Deal, Charlie Munger on $BABA, NCR Tech
In their latest episode of the VALUE: After Hours Podcast, Jake Taylor and Tobias Carlisle discuss: How Buffett Negotiates A Deal Charlie Munger Halves Stake In $BABA National Cash Register – A Century Of Innovation Positing The Next 10 Years In Markets Powell Doesn’t Know How Much A Banana Costs! … Read More
Grandma’s Portfolio Outperformed
In their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Grandma’s Portfolio Outperformed. Here’s an excerpt from the episode: Jake: This is trying to hit a fly ball. Let’s say, you’re going to only be evaluated on 10 at bats, like you only take 10 … Read More
Stock In Focus – TAM Stock Screener – SciPlay Corp (NASDAQ: SCPL)
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: SciPlay Corp (NASDAQ: SCPL) SciPlay Corp develops, markets and operates … Read More
This Week’s Best Value Investing News, Podcasts, Interviews (4/15/2022)
This week’s best investing news: Warren Buffett Interview – Charlie Rose (Charlie Rose) Mohnish Pabrai’s Q&A session with Doctors Investing Group (MP) Panic Series: 1907 (Jamie Catherwood) Heresy (Paul Graham) Risk-Reward in a Hiking Cycle (Verdad) Staying Put (Collaborative Fund) Four Experts Help Us Understand Inflation – And What It Means for Investors (Validea) … Read More
Warren Buffett: You Don’t Need Brains To Be Successful In The Market, You Need The Right Orientation
In his recent interview with Charlie Rose, Warren Buffett explains why you don’t need brains to be successful in the market. Here’s an excerpt from the interview: Buffett: I’m a bright guy who’s terribly interested in what he does. So I’ve spent a lifetime doing it. I’ve surrounded myself with … Read More