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.126) The Acquirers Podcast: Elite Wine & Whisky – The Secrets To Collecting Fine Wine & Rare Whisky
In this episode of The Acquirers Podcast, Tobias chats with Steve Bishop and Patrick Fisher of Elite Wine & Whisky. During the interview William provided some great insights into: The Science Behind A Great Whisky Whiskey Investment Is Such A Great Opportunity Right Now How To Build A Profitable Vintage Wine … Read More
Stock In Focus – TAM Stock Screener – Whirlpool Corporation (NYSE: WHR)
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 Whirlpool Corporation (NYSE: WHR). According to sites like https://appliancehunter.co.uk/, Whirlpool … Read More
Warren Buffett: The Reason Ben Graham Would Not Have Adopted My Strategy
In this shareholder meeting, Warren Buffett explains why Ben Graham would not have adopted his strategy. Here’s an excerpt from the meeting: We’ve tried to put in the annual report pretty much how we approach securities and book value is not a consideration, virtually not a consideration at all, and … Read More
Why Did Charles Munger Buy Alibaba?
In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Why Did Charles Munger Buy Alibaba?. Here’s an excerpt from the episode: Tobias: What do you think about Munger’s position in Baba? What do you think about that? Bill: We’ve talked about this. I think … Read More
This Week’s Best Value Investing News, Research, Podcasts 8/27/2021
This week’s best investing news: Afghanistan, Regime Changes & Debt (Jamie Catherwood) A Whale of a Tail: The Bank of Japan’s ETF Hoard (Verdad) Michael Burry’s Pretty Big Short Hinges on Treasuries Sinking (Bloomberg) Rules, Truths, Beliefs (Collaborative Fund) Losers: The Secret History (Jason Zweig) Bill Ackman to return $4bn to Spac investors … Read More
Bill Miller: Too Many Value Investors Focus On ‘Accounting Value’
In this interview with WealthTrack, Bill Miller discussed the mistake made by too many value investors in focusing on ‘accounting value’ instead of economic value. Here’s an excerpt from the interview: Miller: Many value investors are driven more by what I call accounting value as opposed to economic value. And … Read More
Dan McMurtrie: Securities Inherit Characteristics Of Their Holders
In his latest interview on The Business Brew Podcast, Dan McMurtrie explained why securities inherit characteristics of their holders. Here’s an excerpt from the interview: Securities inherit characteristics of their holders. So examples like BlueLinx holdings is a great example. So everybody likes, I liked it, I own some of … Read More
This Acquirers Multiple Stock Is Appearing In Marks, Simons, Tepper Portfolios
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
VALUE: After Hours (S03 E31): Charlie Munger’s $BABA Position, RATM’s Tom Morello On Mastery, China Tailwind
In this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Charlie Munger’s $BABA Position Investing Lessons From RATM’s Tom Morello Tailwinds For China Getting Stronger Algos Will Never Totally Solve The Market Taking Notes: The Pen-to-Paper Advantage The Advantage Of Going Public … Read More
Eunuch Spiders Have Nothing To Lose
During his recent interview on The Acquirers Podcast with Tobias, William L Silber, author of The Power of Nothing To Lose discussed Eunuch Spiders Have Nothing To Lose. Here’s an excerpt from the interview: William: Yeah, I got it. Yes, sir. You read the book, and you took the most important … Read More
Jean-Marie Eveillard: Investors Have To Have The Courage To Say No
In Ronald Chan’s Book – The Value Investors, Jean-Marie Eveillard provides two examples of when he had the courage to say no. Here’s two excerpts from the book: Because I became worried about the Japanese stock market in the late 1980s due to its gigantic credit boom, we sold all … Read More
Ron Muhlenkamp: 3 Traits You Need To Be A Successful Investor
In his recent interview on Value Investing Live, Ron Muhlenkamp discussed the three traits every investor needs to be successful in investing. Here’s an excerpt from the interview: Muhlenkamp: There’s three things that are required to make money in the investment markets. One is a consistent philosophy, and I’ve tried … Read More
One Stock Superinvestors Are Buying Or Holding
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
Go Positive & Go First!
In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Go Positive & Go First!. Here’s an excerpt from the episode: Jake: All right. Let’s get into it. This is titled the Game Theory of Greetings. Some of the stuff we’re going to cover … Read More
Never Ever Sell An Option
During his recent interview on The Acquirers Podcast with Tobias, William L Silber, author of The Power of Nothing To Lose discussed Never Ever Sell An Option. Here’s an excerpt from the interview: William: Yeah, so that you had a bunch of questions in there and I don’t know which one … 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
John Templeton: 3 Things I Do That Distinguishes Me From Fisher And Buffett
Templeton and Phillips Capital Management, LLC recently released some rare videos of John Templeton on YouTube which were previously only available on VHS. In this interview with Money World, John Templeton discusses the three things he does that distinguishes him from Philip Fisher and Warren Buffett. Here’s an excerpt from … Read More
Berkshire Hathaway Net Sellers
In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Berkshire Hathaway Net Sellers. Here’s an excerpt from the episode: Tobias: People love Warren. The big takeaway, I think, is that they’re still net sellers. They’ve been punching out– They sold $2.1 billion of stock, … Read More
Call Options Are Like Lottery Tickets
During his recent interview on The Acquirers Podcast with Tobias, William L Silber, author of The Power of Nothing To Lose discussed Call Options Are Like Lottery Tickets. Here’s an excerpt from the interview: Tobias: You see this manifest in the real world as well. You give the example of investors … Read More