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
Michael Mauboussin: Financial Statements – One Size Does Not Fit All
In his latest paper titled, Intangibles And Earnings – Improving The Usefulness of Financial Statements, Michael Mauboussin explains why one size does not fit all when it comes to financial statements. Here’s an excerpt from the paper: The goal of accounting, the language of business, is to provide financial information … Read More
Mohnish Pabrai: The One Question You Need To Answer Before You Can Value Any Business
In his recent interview with the Doctors Investing Group, Mohnish Pabrai discusses the one question you need to answer before you can value any business. Here’s an excerpt from the interview: Pabrai: I think the first question one should focus on is whether the business is within your circle of … Read More
Here’s Why Lowe`s Companies Inc (NYSE: LOW) May Be A Value Stock
Based on the improved performance metrics, which we recently added to our stock screens, the following company may be a value stock: Lowe`s Companies Inc (NYSE: LOW) Lowe’s is the second- largest home improvement retailer in the world (behind wide-moat Home Depot), operating 1,971 stores and servicing 230 dealer-owned stores throughout … Read More
This Acquirers Multiple Stock Appearing In Dalio, Simons, 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
Greenblatt On The Acquirer’s Multiple
In their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Greenblatt On The Acquirer’s Multiple. Here’s an excerpt from the episode: Tobias: I like Greenblatt’s quanty approach. I saw he was on– William Green did a podcast. Bill: Yeah, that was a good interview. Jake: … 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
Ken Fisher: How Bear Markets Hornswoggle The Last Greater Fool Into Stocks
In his latest video titled, The Difference Between a Correction and a Bear Market, Ken Fisher explains how bear markets hornswoggle the last greater fool into stocks. Here’s an excerpt from the video: The first three months of a real bear market, a conventional bear market, tend to be relatively … Read More
Bain Capital: Investors Should Use OODA Loops In Times Of Uncertainty
In his latest interview on the Masters In Business Podcast, Jonathon Lavine of Bain Capital explains how his firm uses OODA Loops to manage periods of uncertainty, like the start of the covid pandemic. Here’s an excerpt from the interview: Lavine: Investing is not the prediction business, it’s really about adapting. … Read More
Investing Lessons From The Science of Hitting
In their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Investing Lessons From The Science of Hitting. Here’s an excerpt from the episode: Jake: All right. This one’s hopefully a little bit more fun than the normal veggies. Almost, we can hardly call it veggies, … Read More
Weitz: Investors Should Take Comfort In What They Ignore
In his latest video at Weitz Asset TV, Barton Hooper, Director of Equity Research says investors should take comfort in what they ignore. Here’s and excerpt from the video: Well, you know, I said there’s a certain comfort in knowing what to ignore. And I think energy and commodities is … Read More