Buffett’s Simple Valuation Metric On Coke $KO

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In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Buffett’s Simple Valuation Metric On Coke $KO. Here’s an excerpt from the episode: Tobias: There’s really nothing to this little Coke analysis. I just thought it was interesting. It’ll take me two seconds and then … Read More

Guy Spier: Unlearning And Relearning From Warren Buffett

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In his latest interview on The Investors Podcast, Guy Spier discusses unlearning and relearning from Warren Buffett. Here’s an excerpt from the interview: Spier: I am going to the Berkshire meeting, and there’s this wonderful investor who’s extraordinarily wealthy I suspect at this point, who lives on an island in … Read More

One Stock Superinvestors Are Selling

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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

Bob Robotti: The Revenge Of The Stock-Picker

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In his latest 2021 Annual Meeting, Bob Robotti discusses the revenge of the stock-picker. Here’s an excerpt from the meeting: So the third point I want to talk about is the revenge of the stock picker. We’ve gone through a decade where passive management continues to bring in capital to … Read More

John Hussman: Return-Free Risk

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In his latest market commentary, John Hussman discusses return-free risk. Here’s an excerpt from the commentary: In an economy where the Fed has lost every systematic tether to common sense, empirical evidence, and concern for financial stability, it’s worth beginning this first market comment of 2022 by recalling the ways … Read More

One Stock Superinvestors Are Buying

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

Why Didn’t We All Just Buy $GOOG?

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In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Why Didn’t We All Just Buy $GOOG. Here’s an excerpt from the episode: Tobias: Let’s do the Google. Why didn’t we all just buy Google and go to the beach? I think I’ve heard people … Read More

Howard Marks: The Art Of Selling

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In his latest memo titled – Selling Out, Howard Marks provides a comprehensive discussion on the art of selling stocks. Here’s an excerpt from the memo: Aphorisms like “no one ever went broke taking a profit” may be relevant to people who invest part-time for themselves, but they should have … Read More

This Week’s Best Value Investing News (1/14/2022)

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This week’s best investing news: Howard Marks Memo – Selling Out (Oaktree) Thank You for Speculating (Jamie Catherwood) Mr. Market Is Now Very Impressed With Apple (Felder) 7 Principles For A Perfect Portfolio (Validea) The Perfect Portfolio (Verdad) Value Investing Live Recap: Vitaliy Katsenelson (GuruFocus) Anomaly Ahead (Humble Dollar) I Kid You Not Crazy (Vitaliy) Which Companies … Read More

E O Wilson – Of Ants and Men

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In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss E O Wilson – Of Ants and Men. Here’s an excerpt from the episode: Jake: Yeah. Let’s jump into some E. O. Wilson. I don’t know. Are you guys familiar with him much? I don’t … Read More