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
Bill Nygren: Buy & Hold Beats 35 Major Global Events
In his latest Q1 2022 Market Commentary, Bill Nygren lists 35 major global events that could have significantly impacted markets, but only proved that buy and hold is the best strategy for long term results. Here’s an excerpt from the commentary: Here is an update to the list I used … 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
Elon Musk Twitter Activism
In their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Elon Musk Twitter Activism. Here’s an excerpt from the episode: Tobias: What’s the most pressing thing? Elon buying Twitter? Is that the biggest flex we’ve seen so far? Bill: Yeah. It’s the biggest news of … Read More
Chris Bloomstran: Investors Should Beware When Cloning 13F’s
In his latest interview on The Investor’s Podcast, Chris Bloomstran explains why investors should beware when cloning 13f’s. Here’s an excerpt from the interview: Bloomstran: The other thing is securities that are not in the control of the manager. So we’ve got a number of clients that have had for … Read More
Warren Buffett: Discard Your Hypothesis If It Turns Out To Be Wrong
In this interview with Jeff Cunningham at Arizona State University, Warren Buffett discusses journalists looking to confirm their hypothesis regarding a story, a lesson that is equally applicable to investors who have investing so much time and effort into a potential investment. Here’s an excerpt from the interview: Buffett: The … Read More
Li Lu Top 10 Holdings – Q4 2021, Buys FB, BAC
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 E014): Elon Musk $TWTR Activism, Joel Greenblatt on Acquirers, Hitting Science
In this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Elon Musk Twitter Activism Investing Lessons From The Science of Hitting Greenblatt On The Acquirer’s Multiple Grandma’s Portfolio Outperformed Walk-Rates Improve Your Returns Hit Investing Line-Drives We’re In A Rolling Bear Market … Read More
Stock In Focus – TAM Stock Screener – Smith & Wesson Brands Inc (NASDAQ: SWBI)
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: Smith & Wesson Brands Inc (NASDAQ: SWBI) Smith & Wesson Brands … Read More
Jeremy Grantham: Spaceship Earth & It’s Finite Supply
In his latest article titled, Putin’s Invasion Reminds Us That We Live In A Finite World, Jeremy Grantham discusses the impact of all key commodities required by the modern economy being finite in supply. Here’s an excerpt from the article: Spaceship Earth, together with its local galaxies, is speeding through … Read More
This Week’s Best Value Investing News, Podcasts, Interviews (4/8/2022)
This week’s best investing news: What Now? Safe Assets, Correlations & Inflation (Jamie Catherwood) Jamie Dimon – Letter to Investors (JPM) Inflation & Lost Decades (Verdad) Howard Marks on Globalized Markets and the Impact of Russia’s Invasion of Ukraine (Wharton) The Fed Just Disengaged Its Volatility Suppression Machine (Felder) Cathie Wood – Why … Read More
Telsa Trading Sardines
In their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Tesla Trading Sardines. Here’s an excerpt from the episode: Tobias: Yeah, that was funny that Tesla– You pointed this out to me, JT. You should probably talk about it. Jake: Oh, it was just my … Read More
Here’s Why Philip Morris International Inc. (NYSE: PM) 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: Philip Morris International Inc. (NYSE: PM) Philip Morris International is a leading international tobacco company engaged in the manufacture and sale of cigarettes and other nicotine-containing products in markets … Read More
Josh Wolfe: Investors Should Be Wary Of False Optimism
In his latest discussion with Danny Crichton on the Securities Podcast, Josh Wolfe discusses the difference between complacent optimism and conditional optimism, as it relates to company executives and entrepreneurs who like to sell optimism to the public. Here’s an excerpt from the discussion: Wolfe: There really are two kinds. … Read More
Howard Marks: U.S Onshoring Investment Opportunities
In his latest interview on the Wharton School Podcast, Howard Marks discussed U.S investment opportunities if the trend moves from globalization to dependable onshoring, as he believes it will. Here’s an excerpt from the interview: Marks: I think that if people want to create their own raw materials, or intermediate … Read More
This Acquirers Multiple Stock Appearing In Simons, Greenblatt, Dalio 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
Investing Is All A Mental Game
In their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Investing Is All A Mental Game. Here’s an excerpt from the episode: Tobias: I think that’s very practical. The longer I do it, the more I think that that’s actually really true. I think there’re … Read More
Aswath Damodaran: Sticking To Your Investment Philosophy Means Leaving Money On The Table
In his latest interview with Micha.Stocks, Aswath Damodaran explains why sometimes sticking to your investment philosophy means leaving money on the table. Here’s an excerpt from the interview: So in January 2020 I sold Tesla and I told people look it’s been a great stock for me but given my … Read More
Chuck Akre: How To Calculate The ‘Real’ Rate of Return?
In his latest interview with The Value Investing Channel, Chuck Akre explains how to calculate the ‘real’ rate of return. Here’s an excerpt from the interview: So when I say what interests we talked about games or Facebook or tractors or the mall or all kinds of things. How do … Read More