This Is The Best Environment For Housing Ever!

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In their recent episode of the VALUE: After Hours Podcast, Taylor, Mitchell, and Carlisle discussed This Is The Best Environment For Housing Ever. Here’s an excerpt from the episode: Mike: What you see on the demand side, this puts a lot of wind in my sails with this. When you … Read More

Mining Royalties vs Streams

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During his recent interview on The Acquirers Podcast with Tobias, Spencer Cole, CIO at Vox Royalty discussed Mining Royalties vs Streams. Here’s an excerpt from the interview: Tobias: When you first contacted me, I saw your Vox Royalty and Streaming, and I didn’t initially think that that was going [crosstalk] to … Read More

One Stock Superinvestors Are Buying Or Holding

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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

U.S Investors Expecting 17.5% Long-Term Returns

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In their recent episode of the VALUE: After Hours Podcast, Taylor, Mitchell, and Carlisle discussed U.S Investors Expecting 17.5% Long-Term Returns. Here’s an excerpt from the episode: Jake: I’m calling this, “What are we thinking?” This came to my attention, there was a global survey of individual investors put on … Read More

How To Value Royalty Companies

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During his recent interview on The Acquirers Podcast with Tobias, Spencer Cole, CIO at Vox Royalty discussed How To Value Royalty Companies. Here’s an excerpt from the interview: Tobias: How do you think about valuation? Are you looking for some sort of yield? Is there a P/E ratio for the royalties? … Read More

Dan Loeb: Shifting From Value To Growth

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In his latest Q2 2021 Investor Letter, Dan Loeb explains why he’s made the shift from value to growth. Here’s an excerpt from the letter: In our Q2 2018 Investor Letter, I laid out our rationale for shifting the emphasis of the portfolio toward higher quality compounders and growth stocks, … 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

David Einhorn: Value Stocks Starved Of Capital

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In their recent episode of the VALUE: After Hours Podcast, Taylor, Mitchell, and Carlisle discussed David Einhorn’s Q2 2021 Letter. Here’s an excerpt from the episode: Tobias: It’s interesting just to consider it in the context of Einhorn’s note which came out very recently, because he has his– Lumber maybe … Read More

Rich Pzena Top 10 Holdings (Q2 2021)

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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

(Ep.123) The Acquirers Podcast: Spencer Cole – Metal Royalty, Investing In Precious Metals Royalty And Streaming

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In this episode of The Acquirers Podcast, Tobias chats with Spencer Cole, CIO at Vox Royalty. During the interview Spencer provided some great insights into: The Best Commodity Play Is Mining Royalty Investment Companies Investing In Mining Royalties Valuing Mining Royalty Investment Companies Royalties vs Streams Gold Has An X-Factor … Read More

The Real Cause Of The Lumber Spike

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In their recent episode of the VALUE: After Hours Podcast, Taylor, Mitchell, and Carlisle discussed The Real Cause Of The Lumber Spike. Here’s an excerpt from the episode: Michael: But the nuance, what you’re describing that happened which we all saw and got discussed by no fewer than me of … Read More

This Week’s Best Value Investing News, Research, Podcasts 8/6/2021

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This week’s best investing news: Inflation, Monetary Policy & Pandemics (Jamie Catherwood) What’s the point of hedge funds? (Verdad) Other People’s Mistakes (Collaborative Fund) Howard Marks Memo – Thinking About Macro (OakTree) Nudging State, Noble Lies (Epsilon Theory) Ray Dalio: Understanding China’s Recent Moves in Its Capital Markets (Linkedin) David Einhorn Sheds Light (WTI) Bruce … Read More

Tweedy Browne: Rotation To Value Will Continue

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In their latest Q2 2021 Market Commentary, Tweedy Browne says that the rotation to value is set to continue. Here’s an excerpt from the commentary: Looking forward, the question of the hour for many market observers is whether this rotation into value, which began in November, will be sustainable. While … Read More