In an interview earlier this year with The Omaha YouTube Channel, Guy Spier discussed why he continues to own Berkshire Hathaway. Here’s an excerpt from the interview: Spier: In the case of Berkshire Hathaway you’ve got to assume that the day you buy it Warren Buffett is no longer around. … Read More
Howard Marks: How To Be A Smart Contrarian
In his recent interview on The Wall Street Lab Podcast, Howard Marks provided a great example of how to be a smart contrarian. Here’s an excerpt from the interview: Marks: Most people associate investing, high quality investing with scepticism. That is to say you don’t necessarily believe everything you’re told … Read More
David Einhorn’s Top 10 Holdings (Q1 2021)
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.117) The Acquirers Podcast: Gary Mishuris – Methodical Value, Process And Philosophy With An MIT-Educated Discretionary Value Investor
In this episode of The Acquirers Podcast, Tobias chats with Gary Mishuris, the Managing Partner of Silver Ring Value Partners. During the interview Gary provided some great insights into: Methodical Value Investing Lessons From Joel Tillinghast You Don’t Need To Be A Good Stock-Picker Invest In Predictability The Thesis Tracker Four … Read More
Charlie Ellis: What Made David Swensen Successful For Decades
In his recent interview on the Capital Allocators Podcast, Charlie Ellis discussed the magic of David Swensen and what made him successful for decades. Here’s an excerpt from the interview: Ellis: I remember Rudyard Kipling’s wonderful comment, “They can copy my grammar, they can copy my pages, but they can’t … Read More
Growth Back-On & What’s Next For Value
In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Growth Back-On. Here’s an excerpt from the episode: Tobias: We had a good little value rally from whenever you want to pin it, September, November, last year, and it ran through until about a month … Read More
Stock In Focus – TAM Stock Screener – Louisiana-Pacific Corporation (NYSE: LPX)
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 Louisiana-Pacific Corporation (NYSE: LPX). Louisiana-Pacific is primarily an oriented strand … Read More
This Week’s Best Value Investing News, Research, Podcasts 6/4/2021
Here’s a list of this week’s best investing news: Factor Investing in Commodities (Verdad) Raccoonery in Action (Epsilon Theory) Master Series: David Rolfe (Investment Masters Class) What a Drag (Humble Dollar) GMO Resource Equities (GMO) Speculators Bet The Farm On Stocks (Felder) Your father’s stock market is never coming back (Fortune) Few Opportunities Amid Low Distress, … Read More
Chris Cole: Constructing A Portfolio That Will Last 100 Years
In his recent interview on The Mab Faber Podcast, Chris Cole discusses constructing a portfolio that will last one hundred years. Here’s an excerpt from the interview: So, what we said is, when constructing a portfolio to last 100 years, what you want to do is you want to diversify … Read More
This Acquirers Multiple Stock Is Appearing In Marks, Paulson, Ainslie 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 E21): LEAPs And Cash Hedges, Crypto And The Gold Rush, Growth Back On
In this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: LEAPs And Cash Hedges Crypto And Lessons From The Gold Rush Growth Back-On Is The Shiller PE Still Relevant? GDP Growth Collapsed Buffett Dumps Stakes In $WFC & $CVX FAANGs Closer To … Read More
The Real Reason The Fed Aims For 2% Inflation
During his recent interview on The Acquirers Podcast with Tobias, Colin Lancaster, author of Fed Up!: Success, Excess and Crisis Through the Eyes of a Hedge Fund Macro Trader discussed The Real Reason The Fed Aims For 2% Inflation. Here’s an excerpt from the interview: Tobias: Let me ask you a … Read More
David Rolfe: Don’t Sell On Valuations & Pay Up A Bit For Growth
In their latest Master Series at Investment Masters Class, David Rolfe discusses a number of topics including not selling stocks because of valuations, and paying up a bit for growth. Here’s an excerpt from the interview: And so what we’ve done over the last number of years is we have … 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
Deep Breathing Can Help Your Investing
In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Breathing Can Help Your Investing. Here’s an excerpt from the episode: Jake: That was the interesting thing to me about that, was that he’s actually going into the what’s happening at a hormone level, actually nervous … Read More
What Makes Druckenmiller A Great Investor
During his recent interview on The Acquirers Podcast with Tobias, Colin Lancaster, author of Fed Up!: Success, Excess and Crisis Through the Eyes of a Hedge Fund Macro Trader discussed Icons Of Macro-Investing. Here’s an excerpt from the interview: Tobias: In the book, you say that Fed Up! pays tribute … 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
Hanging Out With Tom Gayner At The Markel Annual Meeting
In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Hanging Out With Tom Gayner At The Markel Annual Meeting. Here’s an excerpt from the episode: Bill: A lot of the people that were at the Robotti event, and by a lot, I mean the … Read More
The Speculators Dream
During his recent interview on The Acquirers Podcast with Tobias, Colin Lancaster, author of Fed Up!: Success, Excess and Crisis Through the Eyes of a Hedge Fund Macro Trader discussed The Speculator’s Dream. Here’s an excerpt from the interview: But I think from that original concept, it’s become a speculator’s dream, … Read More
Stanley Druckenmiller: Make Big Concentrated Bets When You Have A Lot Of Conviction
In his latest interview with The Hustle, Stanley Druckenmiller discussed a number of topics including how the greatest investors make large concentrated bets when they have a lot of conviction. Here’s an excerpt from the interview: Druckenmiller: When I’ve looked at all the investors (that) have very large reputations — … Read More