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
Albert Bridge Capital: The Market Will Always Be A Weighing Machine
In the latest commentary by Albert Bridge Capital, Drew Dickson explains why the market will always be a weighing machine. Here’s an excerpt from the commentary: Dear Stock Picker, I know, these are weird and trying times. It all makes you wonder what the point of stock-picking is. What is … Read More
Seth Klarman: Speculative Holdings Are Like Roach Motels
This article on Markets Insider has 11 of the best quotes from Seth Klarman’s latest Annual Letter. Here are three of our favourites which illustrate the sentiment of current investor psychology: 1. “We see today’s market as characterized by stretched valuations, deep complacency, and a host of looming risks.” 2. … Read More
Buffett’s Simple Valuation Metric On Coke $KO
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
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
Ian Cassel: How To Manage The Emotional Side Of Investing
In his latest interview with ValueWalk, Ian Cassel discusses how to manage the emotional side of investing. Here’s an excerpt from the interview: Cassel: I am an active investor, which really means I am a stock picker. I’m never going to be right all the time. This isn’t a game … 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
Terry Smith – First Order Of Commodity Price Spike Not On Consumer Prices, But On Company Profits
In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Terry Smith – First Order Of Commodity Price Spike Not On Consumer Prices, But On Company Profits. Here’s an excerpt from the episode: Tobias: There’re a lot of facts and figures in his little article. … Read More
Bob Robotti: The Revenge Of The Stock-Picker
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
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
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?
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
Bruce Greenwald: Moats Are Not That Hard To Calculate
In his latest interview with Barnes & Noble, Bruce Greenwald explains why moats are not that hard to calculate. Here’s an excerpt from the interview: Greenwald: So it is really about, and Buffett’s word for this is moats, moats and franchises are identical, and it turns out moats are not … Read More
Pzena: Value Investing Opportunities Don’t Have To Be Optically Cheap Junk
In their latest educational video, Pzena Investment Management discuss why value investing opportunities don’t have to be optically cheap junk. Here’s an excerpt from the video: There are two important things to keep in mind. The first is we’re looking to buy good businesses. I think sometimes when people hear … Read More
Bill Ackman Top 10 Holdings – Latest 13F, Buys CMG, HLT, LOW
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 E02): Cytokine Storms, $GOOG Valuation, Buffett on Coke $KO, Vale Lou Simpson
In this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Buffett’s Simple Valuation Metric On Coke $KO Why Didn’t We All Just Buy $GOOG Terry Smith – First Order Of Commodity Price Spike Not On Consumer Prices, But On Company Profits Cytokine … Read More
Howard Marks: The Art Of Selling
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)
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
Stock In Focus – TAM Stock Screener – West Fraser Timber Co. Ltd. (NYSE: WFG)
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: West Fraser Timber Co. Ltd. (NYSE: WFG) West Fraser Timber Co.Ltd … Read More
E O Wilson – Of Ants and Men
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