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

Undervalued Quality Resurgence

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In this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Undervalued Quality Resurgence. Here’s an excerpt from the episode: Toby: All right. Let me do my silly topic. I saw this tweet this morning, pretty interesting, that quality has been beaten up– everybody knows that … Read More

Which Creditors Get Paid First?

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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 Which Creditors Get Paid First? Here’s an excerpt from the interview: Tobias: You don’t have some protect– the debt they take into the bankruptcy has certain rights for … Read More

One Stock Superinvestors Are Selling

Johnny HopkinsStock ScreenerLeave a Comment

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

Original Value vs Expected Mean Reversion

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In this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Original Value vs Expected Mean Reversion. Here’s an excerpt from the episode: Jake: One approach is what we might call original value, which is really like, I’m understanding the company’s history looking backwards, I know … Read More

High-Profile Chapter 11s

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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 High-Profile Chapter 11s. Here’s an excerpt from the interview: Tobias: Let’s talk a little bit about high-profile Chapter 11s. What are these Neiman, Toys“R”Us, PG&E and Hertz, what … Read More

(Ep.109) The Acquirers Podcast: Max Frumes & Sujeet Indap – Caesar’s Coup: Value Investing, Corporate Restructuring, Debt & A Bankruptcy Brawl

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In this episode of The Acquirers Podcast Tobias chats with Max Frumes and Sujeet Indap, co-authors of The Caesars Palace Coup. During the interview Max and Sujeet provided some great insights into: The Caesar’s Palace Coup High-Profile Chapter 11s Which Creditors Get Paid First? Elliott & Appaloosa Formidable In Distressed … Read More

Li Lu: The Right Temperament

Johnny HopkinsBruce Greenwald, Li LuLeave a Comment

In his latest fireside chat with Bruce Greenwald, Li Lu discusses the temperament required to be a successful investor. Here’s an excerpt from the chat: It is a hallmark of a good investor that you can sit through watching your portfolio down by 50 and not being affected at all. … Read More

Adaptive Radiation

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In this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Adaptive Radiation. Here’s an excerpt from the episode: Jake: Today’s veggie segment is on this idea from evolutionary biology called adaptive radiation. I’ll read a couple of definitions of it that might help start us. … Read More

Punishing Mistakes Of Others

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In his recent interview on The Acquirers Podcast with Tobias, Evan Tindell, co-founder of Bireme Capital discussed Punishing Mistakes Of Others. Here’s an excerpt from the interview: Evan: I basically think that mispricings in the market are caused by mistakes that people make. I used to be a professional poker … Read More