One Stock Superinvestors Are Selling

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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

Insect Groupthink

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In their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Insect Groupthink. Here’s an excerpt from the episode: Jake: Okay, I’ve got a little bit of a shorter piece today that I’m calling Insect Decision Making. Sorry, not a sperm whale related, but we’re in … Read More

Portfolio Manager To Substack

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In her recent interview on The Acquirers Podcast with Tobias, Linda Lebrun, Director of Finance & Investing Writer Recruitment at Substack, discussed here journey from Portfolio Manager To Substack. Here’s an excerpt from the interview: Tobias: Let’s talk a little bit about your transition to Substack because I know you … Read More

(Ep.110) The Acquirers Podcast: Linda Lebrun – Substacking: From Portfolio Manager To Fintech, Fintwit And Substack

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In this episode of The Acquirers Podcast Tobias chats with Linda Lebrun, Director of Finance & Investing Writer Recruitment at Substack. During the interview Linda provided some great insights into: From Portfolio Manager To Substack Insiders That Own A Lot Of Stock Family Owned European Stocks The Quality Brand Mittelstand … Read More

Ray Dalio Top 10 Holdings (Q4 2020)

Johnny HopkinsRay Dalio, Top 10 Holdings1 Comment

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

Charlie Munger Buys $BABA

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In their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Charlie Munger Buys $BABA. Here’s an excerpt from the episode: Toby: Well, should we talk about Alibaba a little bit? Bill: For sure. Toby: Does anybody know anything about Alibaba? Bill: No, it’s Chinese and … Read More

This Week’s Best Value Investing News, Research, Podcasts 4/16/2021

Johnny HopkinsValue Investing NewsLeave a Comment

Here’s a list of this week’s best investing news: The World’s Top 10 Hedge Fund Managers by Earnings (Visual Capitalist) Li Lu: Value Investing in China, Full Transcript (Latticework) David Einhorn Greenlight Letter Q1 2021 (ValueWalk) Designing a Countercyclical Approach (Verdad) Julian Robertson – 1980 – 1998 Awesome Twitter Thread (Frederik Neckar) Michael … Read More

Elliott & Appaloosa Formidable In Distressed Debt

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In their recent episode of The Acquirers Podcast with Tobias, Max Frumes and Sujeet Indap, co-authors of The Caesars Palace Coup discussed Elliott & Appaloosa Formidable In Distressed Debt. Here’s an excerpt from the interview: Tobias: Must be a little bit nerve wracking sitting on the other side of the … Read More

VALUE: After Hours (S03 E14): Bill’s Rant, Charlie Munger Buys Alibaba $BABA, Ant And Bee Intelligence

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In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Charlie Munger Buys $BABA Insect Groupthink Finding One Foot Hurdles Buffett Consults The Best On Important Decisions Has Business Travel Changed Forever? Carnage Underneath The Market Finding Exposure To China Does Market Cap Matter? Value’s … Read More

Eric Cinnamond: Lemmings Mania

Johnny HopkinsEric CinnamondLeave a Comment

In his latest Q1 2021 Market Commentary, Eric Cinnamond describes the current market mania as similar to that of the 1991 Lemmings video game. Here’s an excerpt from the letter: Thirty years ago, Lemmings quickly became one of the most popular video games just like link w88. Lemmings are small … Read More

One Stock Superinvestors Are Buying Or Holding

Johnny HopkinsStock ScreenerLeave a Comment

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