While doing this research we’ve also uncovered a number of common stocks that investing gurus have recently bought, or continuing to hold in their portfolios, according to their latest 13f’s. So we’re now providing a new weekly feature article called ‘One Stock Superinvestors Are Buying Or Holding’. This week we’ll … Read More
Value Becoming Momentum
In their recent episode of the VALUE: After Hours Podcast, Braziel, Hoffstein, and Carlisle discussed Value Becoming Momentum. Here’s an excerpt from the episode: Corey: And then you get that glimmer of hope. That glimmer of hope, which you don’t need it to actually go up, you just need that … Read More
Berkshire Hathaway: The World’s Greatest Conglomerate
During his recent interview on The Acquirers Podcast with Tobias, Adam Mead, author of The Complete Financial History of Berkshire Hathaway discussed Berkshire Hathaway: The World’s Greatest Conglomerate. Here’s an excerpt from the interview: Tobias: You’ve got a chapter, World’s Greatest Conglomerate. Why’s Berkshire the world’s greatest conglomerate? Adam: If I … Read More
Buffett’s Mastery In Capital Allocation
During his recent interview on The Acquirers Podcast with Tobias, Adam Mead, author of The Complete Financial History of Berkshire Hathaway discussed Buffett’s Mastery In Capital Allocation. Here’s an excerpt from the interview: Tobias: I just want to take you back a little bit to the BNSF. I remember reading … Read More
Growth Got Crushed!
In their recent episode of the VALUE: After Hours Podcast, Braziel, Hoffstein, and Carlisle discuss how Growth Got Crushed. Here’s an excerpt from the episode: Tobias: I’ve been saying this more and more recently, but I’ve been completely, totally bamboozled by this market just because the trends is that top … 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
Bill Ackman: Creating Our Own Berkshire Hathaway
In his latest interview with the Fifth Avenue Synagogue, Bill Ackman discusses how he’s structured Pershing Square to be the same as Berkshire Hathaway. Here’s an excerpt from the interview: Ackman: One of the great advantages that Warren Buffett has is he manages a public company. Doesn’t have to worry … Read More
Dan Sundheim: Shorting Against Aggressive Retail Gamblers
In his latest interview at Sohn 2021, D1 Capital’s Dan Sundheim discussed the difficulty of shorting in a market where retail investors are aggressively gambling on stocks. Here’s an excerpt from the interview: Sundheim: From a risk management standpoint I think that anybody who’s transacting in the market with a … Read More
Matt Levine: The Boredom Markets Hypothesis
In his recent article on Bloomberg, Matt Levine discussed the current craziness in markets citing Gamestop, Non-fungible tokens, and the surge in crypto. He also discussed his ‘boredom markets hypothesis’ to help explain why this may be happening. Here’s an excerpt from the article: In the last dumb, dumb year I … Read More
(Ep.115) The Acquirers Podcast: Adam Mead – History Buffett: The Complete Financial History Of Berkshire Hathaway
In this episode of The Acquirers Podcast, Tobias chats with Adam Mead, author of The Complete Financial History of Berkshire Hathaway. During the interview Adam provided some great insights into: Buffett’s Mastery In Capital Allocation Berkshire Hathaway: The World’s Greatest Conglomerate Buffett’s Strategy Of Having No Strategy Buffett Used The … Read More
Michael Burry’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
Stock In Focus – TAM Stock Screener – SciPlay Corp (NASDAQ: SCPL)
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 SciPlay Corp (NASDAQ: SCPL). SciPlay Corp develops, markets and operates … Read More
Royce: What To Look For In Dividend-Paying Small Caps
In this interview, Chuck Royce and Miles Lewis from Royce Investment Partners discuss a number of topics including, refining their dividend value approach, what they look for in dividend-paying small caps, and where the current opportunities lie. Here’s an excerpt from the interview: What factors are among the most important … Read More
Michael Mauboussin: The Economics of Customer Businesses
In his latest paper titled – The Economics of Customer Businesses, Calculating Customer-Based Corporate Valuation, Michael Mauboussin discusses a robust framework called ‘customer based corporate valuation’ (CBCV), which was developed by professors of marketing, Daniel McCarthy and Peter Fader, that links customer economics to corporate value. This allows investors to … Read More
This Week’s Best Value Investing News, Research, Podcasts 5/21/2021
Here’s a list of this week’s best investing news: The Best Macro Indicator (Verdad) Fierce Nerds (Paul Graham) Fear is the mind-killer: secular growth stocks are becoming increasingly attractive (Gavin Baker) 2021 Virtual Value Investing Conference | Conversation with Tweedy, Browne (Ivey) Why the Apple Store Will Fail… (Barry Ritholz) Mauboussin: The Economics … Read More
Crypto Net-Nets
In their recent episode of the VALUE: After Hours Podcast, Braziel, Hoffstein, and Carlisle discussed Crypto Net-Nets. Here’s an excerpt from the episode: Tobias: You want to talk about crypto for a little bit? Because the crowd want some crypto net-net commentary. Thomas: Ooh. Corey: That one piqued my interest. Tobias: … Read More
This Acquirers Multiple Stock Is Appearing In Dalio, 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
Bridgeway: Small-Value Stocks Still Have Room To Run
In their latest Perspectives, Bridgeway Capital say, “after the tremendous run of large and growth stocks over the last decade, we believe small-value stocks still have room to run.” Here’s an excerpt from the article: After a dramatic four-plus years of underperformance, small-cap value stocks came roaring back over the … Read More
GMO: Why Today’s Highfliers Are So Likely To Fall Back To Earth
In their latest Q1 2021 Quarterly Letter, GMO say, “that speculation is a much bigger driver in the stock market today than is normally the case.” The result may lead to today’s high fliers being the most likely to fall back to Earth. Here’s an excerpt from the letter: While … Read More
VALUE: After Hours (S03 E19): Crypto Special Situation, Value vs Growth and Momentum, Wild Swings
In this episode of the VALUE: After Hours Podcast, Thomas Braziel, Corey Hoffstein, and Tobias Carlisle chat about: Crypto Net-Nets Growth Got Crushed Crypto Arbitrage $ARKK Drops 35% The ‘We Don’t Know’ Narratives There’s Just Too Much Money Sloshing Around Wild Swings The Marriage Between Value And Momentum Retail In … Read More