In his latest interview on Asset TV, Wally Weitz discussed why value investing will always work because humans let their emotions drive what they do. Here’s an excerpt from the interview: Well, I hope art matters because I’m not too good on science, but you know, I’ve been investing for … 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
Cheap Company Buy-Backs
In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Cheap Company Buy-Backs. Here’s an excerpt from the episode: Bill: Man, I’m telling you, like, Gabelli value with a catalyst thing is the framework that I try to look at. I don’t like a cheap … Read More
Great Investors Avoid Catastrophic Loss
During his recent interview on The Acquirers Podcast with Tobias, William Green, author of Richer, Wiser, Happier: How the World’s Greatest Investors Win in Markets and Life discussed Great Investors Avoid Catastrophic Loss. Here’s an excerpt from the interview: Tobias: You’ve written a new book, Richer, Wiser, Happier, it’s just … Read More
Horizon Kinetics: The Magic Formula Works But No-One Uses It
In their latest Q1 2021 Market Commentary, Horizon Kinetics have a great section titled – Subjective Considerations and Why Almost No One Uses the Magic Formula. It provides a great illustration of why investors like Sir John Templeton are able to be successful with a simple and patient approach to … Read More
Joel Greenblatt: I’m Excited About The Value ‘Opportunity Set’ Going Forward
In his latest value investing masterclass with Rich Pzena, Gotham’s Joel Greenblatt provided some statistics on why he’s excited about value as an ‘opportunity set’ going forward. Here’s an excerpt from the masterclass: Greenblatt: I can add a little color with some numbers to tell you what the froth is … Read More
Mark Leonard: Good Companies Are Not Always Great Stocks
In his 2015 Shareholder Letter, Constellation’s Mark Leonard provided a great illustration, using (JKHY) Jack Henry & Associates Inc, of why good companies are not always great stocks. Here’s an excerpt from the letter: There’s one last lesson from JKHY that I’d like to share. It relates to you as … Read More
David Poppe: Investing Is A Bit Like Pro Sports
In his latest letter to shareholders, Giverny’s David Poppe explained why investing is a bit like pro sports such as the ones listed on 먹튀사이트. Here’s an excerpt from the letter: The truth is, people trade a lot because trading a lot is fun, at least when the market is … Read More
Howard Marks’ Top 10 Holdings (Q4 2020)
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.111) The Acquirers Podcast: William Green – Richer, Wiser, Happier: Life Lessons From Twenty-Five Years Of Interviews With The World’s Greatest Investors
In this episode of The Acquirers Podcast, Tobias chats with William Green, author of Richer, Wiser, Happier: How the World’s Greatest Investors Win in Markets and Life. During the interview William provided some great insights into: Great Investors Avoid Catastrophic Loss Bill Miller: Stoic Investing Comeback Sir John Templeton: Mastering … Read More
Acquirer’s Multiple Stock $PHM Appearing In Grantham, Royce, 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
The Cheetah Bottleneck
In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Cheetah Bottleneck. Here’s an excerpt from the episode: Jake: All right, let’s get it cleaned up. Cheetahs today, it’s not sperm whale, sorry. I’m going to keep this relatively short. These are just some … Read More
This Week’s Best Value Investing News, Research, Podcasts 4/23/2021
Here’s a list of this week’s best investing news: Berkshire Hathaway Annual Meeting 2021 (ValueWalk) Inflated Fears (Jamie Catherwood) Testing a Countercyclical Approach to Asset Allocation (Verdad) How to Invest Like Warren Buffett (Morningstar) The Corporate Tax Burden: Facts and Fiction (Aswath Damodaran) Stock Answer (Humble Dollar) Why Founder-Led Companies Outperform (Validea) Master Series: Francois … Read More
VALUE: After Hours (S03 E15): Ballantyne $BTN, Cheetahs, Options and Quiet, Expensive Markets
In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Ballantyne $BTN The Cheetah Bottleneck Cheap Company Buy-Backs Investing In Lumber Stocks Options Are Dangerous For First-Timers Earnings Yield In A Low Interest Rate Environment Getting Out Of Illiquid Stocks When You’re Poor, Money Is … Read More
Stock In Focus – TAM Stock Screener – Innoviva Inc (NASDAQ: INVA)
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 Innoviva Inc (NASDAQ: INVA). Innoviva Inc develops biopharmaceutical drugs in … Read More
Quality Brand Mittelstand
In her recent interview on The Acquirers Podcast with Tobias, Linda Lebrun, Director of Finance & Investing Writer Recruitment at Substack, discussed Quality Brand Mittelstand. Here’s an excerpt from the interview: Tobias: Did you have a look at The Private Investment Brief, used to call it the Quality Brand Mittelstand? … Read More
Pzena: 4 Reasons Why We’re Entering Into A Powerful Period For Value Outperformance
In their latest Q1 2021 Market Commentary, Pzena Investsment Management provide four reasons why we’re entering into a powerful period of value outperformance. Here’s an excerpt from the commentary: This represents the value approach in a nutshell: having the fundamental research and discipline to buy good businesses when their path … Read More
One Stock Superinvestors Are Buying
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
Finding One Foot Hurdles
In their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Finding One Foot Hurdles. Here’s an excerpt from the episode: Toby: It doesn’t take away from what JT is saying. He’s saying rather than looking forward to hives, what are they called? Was it an … Read More
Family Owned European Stocks
In her recent interview on The Acquirers Podcast with Tobias, Linda Lebrun, Director of Finance & Investing Writer Recruitment at Substack, discussed Family Owned European Stocks. Here’s an excerpt from the interview: Tobias: Yeah, that’s one of my favorite things that I look for, because I always think that he … Read More