This Week’s Best Value Investing News (2/4/2022)

Johnny HopkinsValue Investing NewsLeave a Comment

This week’s best investing news: Price-Conviction Paradox (Jamie Catherwood) Bubble Stock Meltdown (Verdad) The Small Steps of Giant Leaps (Farnam Street) Still Extreme Levels Of ‘Ridiculousness’ (Felder Report) Fluke (Collaborative Fund) Narrative and Metaverse, Pt. 2: Gain of Function (Epsilon Theory) The Business of Stocks (Barry Ritholz) How to Stop Sabotaging Your Investing (Safal) The Algebra of Wealth … Read More

Supply Chain Issues Everywhere

Johnny HopkinsPodcastsLeave a Comment

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Supply Chain Issues Everywhere. Here’s an excerpt from the episode: Tobias: But just that flood of money, I think that’s what made all of the asset prices run in a silly way. It’s also filtered … Read More

Mega Bear Market Coming?

Johnny HopkinsPodcastsLeave a Comment

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Mega Bear Market Coming? Here’s an excerpt from the episode: Tobias: I was just interested to know. We’ve talked about this a few times before. The smalls were the only kind of group that were … Read More

Bill Nygren: How To Avoid Value Traps

Johnny HopkinsBill NygrenLeave a Comment

In his latest interview on the Millennial Investing Podcast, Bill Nygren discusses how to avoid value traps. Here’s an excerpt from the interview: Anything that we look to buy in any of our Oakmark Funds has to meet three criteria. First, it has to be cheap. We want it to … Read More

One Stock Superinvestors Are Selling

Johnny HopkinsStock ScreenerLeave a Comment

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

The ARKK, Tesla, Bitcoin Correlation

Johnny HopkinsPodcastsLeave a Comment

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss The ARKK, Tesla, Bitcoin Correlation. Here’s an excerpt from the episode: Tobias: If you pump asset prices up high enough, you’re going to get a bust eventually. They get to a point where they’re so … Read More

Jake Taylor: Getting On Base

Johnny HopkinsJake TaylorLeave a Comment

In his latest January 2022 Letter, Jake Taylor discusses the importance of getting on base in investing. Here’s an excerpt from the letter: One of the keys to successful investing is to get out of your own head. Psychologist Daniel Kahneman would call this “finding the outside view.” An outside … Read More

One Stock Superinvestors Are Buying Or Holding

Johnny HopkinsStock ScreenerLeave a Comment

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

Is iPhone The Best Toll Road Ever Created?

Johnny HopkinsPodcastsLeave a Comment

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Is iPhone The Best Toll Road Ever Created? Here’s an excerpt from the episode: Jake: Let me try to ask a question, Bill. At any point in history, has there ever been a technology that … Read More

Rob Vinall: Moat vs Execution

Johnny HopkinsRob VinallLeave a Comment

In his latest 2021 Co-Investor Letter, Rob Vinall discusses moat vs execution. Here’s an excerpt from the letter: Ben Graham famously said: Investment is most intelligent when it is most business-like. The quote resonated so strongly with me that it is part of the reason why I called my fund … Read More