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 a ‘head to head’ between Cathie Wood vs Warren Buffett over the last 10 years. Current Share Price … Read More
Lee Ainslie Top 10 Holdings – Latest 13F, Buys OSH, V, AMZN, MA, LRCX
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
John Huber: When To Sell A Stock
In his recent interview on The Investor’s Podcast, John Huber discusses when to sell stock. Here’s an excerpt from the interview: Huber: I think the reality of running a fixed portfolio, and it’s not necessarily fixed because there’s inflows and outflows and, ideally, there’s inflows as the business grows. So … Read More
Dan Loeb: Investors Must Adapt Their Models And Frameworks Quickly As Market Conditions Shift
In his latest Q1 2022 Letter, Dan Loeb explains why investors must adapt their models and frameworks quickly as market conditions shift. Here’s an excerpt from the letter: The 1982 non-narrative film, “Koyaanisqatsi” takes its name from the Hopi word meaning “life out of balance.” The prescient film juxtaposes striking … Read More
VALUE: After Hours (S04 E017): Warren Buffett and Charlie Munger’s Berkshire Hathaway Meeting in Omaha
In their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Key Takeaways From The Berkshire Meeting Charles Munger: Best Quotes From The Berkshire Meeting Negotiating Munger Style What Berkshire’s 10Q Revealed Don’t Double Down When Your Stock Drops ‘Buying The Dip’ Doesn’t … Read More
Stock In Focus – TAM Stock Screener – Tilly’s Inc (NYSE: TLYS)
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: Tilly’s Inc (NYSE: TLYS) Tilly’s Inc works as a specialty retailer … Read More
Ted Weschler: Why I Initially Rejected The Offer To Work At Berkshire
In this rare interview on the I Am Home Podcast, Ted Weschler discusses the time he initially rejected Warren Buffett’s offer to work at Berkshire. Here’s an excerpt from the interview: Weschler: We went to Piccolo’s and it was terrific and I had probably three pages of questions. And it … Read More
This Week’s Best Value Investing News, Podcasts, Interviews (5/6/2022)
This week’s best investing news: Full recording of Berkshire Hathaway 2022 annual meeting (CNBC) EM Crisis Investing, a Deep(er) Dive (Verdad) Why Am I Reading This Now? 05.02.22 (Epsilon Theory) Markets Are At Risk Of Another Major Deleveraging Event (Felder Report) Buffett: Markets Becoming A “Gambling Parlor” (Validea) Ray Dalio Demystifies Debt (WTI) The power of … Read More
Fragility Everywhere
In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Tobias Carlisle discussed Fragility Everywhere. Here’s an excerpt from the episode: Tobias: “How long until we think the supply chain starts to heal? We’ll build more homes, and that’ll slow the craze.” I don’t know. A while, … Read More
Is Meta Platforms Inc (NASDAQ: FB) A Great Value Stock?
Based on the improved performance metrics, which we recently added to our stock screens, Meta Platforms Inc (NASDAQ: FB) could be a great value stock: Meta is the world’s largest online social network, with 2.5 billion monthly active users. Users engage with each other in different ways, exchanging messages and sharing … Read More
This Acquirers Multiple Stock Appearing In Grantham, Marks, Simons 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
Tom Russo: Warren Buffett’s #1 Strength
In his recent interview with Yahoo Finance, Tom Russo discussed Warren Buffett’s number one strength. Here’s an excerpt from the interview: Russo: It’s been amazing. Ever since I started to come, Warren, early days decried the inability for his investment style to embrace technology because of its inherent short shelf life … Read More
Tom Gayner: The Similarities Between Markel & Berkshire
In his recent interview with GabelliTV, Tom Gayner discussed the similarities between Markel and Berkshire. Here’s an excerpt from the interview: Gayner: Tactically, just to clarify. So yeah, we have a lot of names and people obviously… Buffett’s talked about the twenty punches and concentration and all that sort of … Read More
Tesla On Path To Dominate S&P 500 By 2030
In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Tobias Carlisle discussed Tesla On Path To Dominate S&P 500 By 2030. Here’s an excerpt from the episode: Tobias: There’s a presentation doing the rounds that predicts Tesla will be a very significant part of the S&P … Read More
Jeremy Grantham: The Trouble With Capitalism – The Devil & The Farmer
In his recent Oxford Lecture, Jeremy Grantham illustrates the trouble with capitalism using his story of the devil and the farmer. Here’s an excerpt from the lecture: Grantham: This is my story of the devil and the farmer. The devil goes to a midwestern farmer and says, I will give … Read More
Jeffrey Gundlach: Growth Has Stopped Outperforming, The Tailwind Is For Value
In his recent Macro Overview Presentation, Jeffrey Gundlach says growth has stopped outperforming, the tailwind is for value. Here’s an excerpt from the overview: Gundlach: Growth has stopped outperforming. It’s exactly the same trend of course, the Nasdaq up from the S&P and growth outperforming value. But now value has … 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
Bubbles Are Rational
In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Tobias Carlisle discussed Bubbles Are Rational. Here’s an excerpt from the episode: Bill: My buddy said that, “It’s so algo driven now that if he puts in an actual bid, he can watch the entire market respond … 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
Howard Marks: Proof That Risk Is Counter-Intuitive
In his recent presentation at The Wharton School, Howard Marks provides some great examples of proof that risk is counter-intuitve. Here’s an excerpt from the presentation: Marks: Now, let’s talk a little more about risk. I believe that risk is counter-intuitive. So they did an experiment in the town of … Read More