Everything Is Expensive!

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In their recent episode on the VALUE: After Hours Podcast, Taylor, Braziel, and Carlisle discuss Everything Is Expensive! Here’s an excerpt from the episode: Tobias: This is JPMorgan Asset Management slide. It got the 10-year annualized returns for value growth, small to large, and there mid in there as well. … Read More

Terry Smith: We’re The Groucho Marx of Investment

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In this Fundsmith presentation, Terry Smith explains his Groucho Marx style of investment. Here’s an excerpt from the presentation: Ok last point on this. We’re the Groucho Marx of investment. We don’t invest… Groucho Marx famously would never join any club that would not have him as a member. We … Read More

This Week’s Best Value Investing News (11/19/2021)

Johnny HopkinsValue Investing NewsLeave a Comment

This week’s best investing news: Is There Such a Thing as Good Taste? (Paul Graham) Understanding Systematic FX Strategies (Verdad) The Fasten Seat Belt Sign Just Lit Up (Felder) Prime Time in Crypto (Epsilon Theory) Clutter and the Clean Slate. (Neckar) 203: Twitter’s Bad Move, Invest like Buffett does M&A (Liberty) Steer Clear of U.S. Stocks & … Read More

There’s A Lot To Like About Elon Musk

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In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss There’s A Lot To Like About Elon Musk. Here’s an excerpt from the episode: Tobias: Yeah, I like Musk as an entrepreneur. I don’t want to be misconstrued as, I think that he’s done a … Read More

Sir John Templeton: Buy On Bad News

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In the book The Templeton Plan, Sir John Templeton discusses one of the stocks he bought when he famously bought 100 shares of each NYSE-listed company which was then selling for less than $1 a share (104 companies, 34 in bankruptcy, in 1939). Here’s an excerpt from the book: “I … Read More

Japanese Activist – Yoshiaki Murakami

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In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Japanese Activist – Yoshiaki Murakami. Here’s an excerpt from the episode: Jake: So, this brings us to our story of this Japanese investor who I had never heard of, and maybe you guys haven’t either, … 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

Terry Smith: Investors Miss The Most Important Thing By Focusing On Whether A Company Is Cheap Or Expensive

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In his recent presentation with Canaccord Genuity Wealth Management, Terry Smith discusses why investors miss the most important thing by focusing on whether a company is cheap or expensive. Here’s an excerpt from the presentation: In his recent presentation with Canaccord Genuity Wealth Management, Terry Smith discusses why investors miss … Read More

David Gardner’s Investing Strategy

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In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss David Gardner’s Investing Strategy. Here’s an excerpt from the episode: Bill: No, look, I don’t know. I mean, so, different presentation that I was in today. The guy says, “Value investors are like accountants. They … Read More