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
(Ep.116) The Acquirers Podcast: Colin Lancaster – Fed Up!: Excess And Crisis Through The Lens Of Global Macro And Central Banks
In this episode of The Acquirers Podcast, Tobias chats with Colin Lancaster, author of Fed Up!: Success, Excess and Crisis Through the Eyes of a Hedge Fund Macro Trader. During the interview Colin provided some great insights into: The Real Reason The Fed Aims For 2% Inflation The Speculator’s Dream Icons Of … Read More
Bill Ackman’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
Bruce Greenwald: No Chance Tesla Will Dominate The Car Market In 20 Years
As the electric car industry continues to grow, Tesla has emerged as one of the most prominent players in the market. However, according to Bruce Greenwald, a professor at Columbia University and one of the world’s leading authorities on value investing, there is no chance that Tesla will dominate the … Read More
Stock In Focus – TAM Stock Screener – PROG Holdings Inc (NYSE: PRG)
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 PROG Holdings Inc (NYSE: PRG). PROG Holdings Inc is a … Read More
This Week’s Best Value Investing News, Research, Podcasts 5/28/2021
Here’s a list of this week’s best investing news: Times of Fraud, Mania & Chicanery (Jamie Catherwood) The Rise and Fall of Commodity Indices (Verdad) Icahn on Inflation, Investing, and What He Misses About NYC: Q&A (Bloomberg) Inflation and Investing: False Alarm or Fair Warning? (Aswath Damodaran) Investors Are No Longer Bearish Bank … Read More
Carl Icahn: What It Takes To Be A Truly Successful Activist
In his latest interview with Bloomberg, Carl Icahn discusses a number of topics including what it takes to be a truly successful activist. Here’s an excerpt from the interview: Q: You have been a shareholder activist for as long as anyone on Wall Street. There seems to be a trend … Read More
This Acquirers Multiple Stock Is Appearing In Gabelli, Simons, And Greenblatt 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
Will The Small Value Rally Continue?
In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Will The Small Value Rally Continue? Here’s an excerpt from the episode: Tobias: Everybody knows small cap value has had this terrible run until recently, and it started running. So, the question that I get a … Read More
VALUE: After Hours (S03 E20): Will the Small Value Rally Continue? Markel and The Body Keeps the Score
In this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Will The Small Value Rally Continue? Hanging Out With Tom At The Markel Annual Meeting Breathing Can Help Your Investing When Does Value Work Best? Which Business Has Surprised You Most? The … Read More
Buffett’s Strategy Of Having No Strategy
During his recent interview on The Acquirers Podcast with Tobias, Adam Mead, author of The Complete Financial History of Berkshire Hathaway discussed Buffett’s Strategy Of Having No Strategy. Here’s an excerpt from the interview: Tobias: As an investor, having conducted this extensive research on the great industrialist of our age, what … Read More