Here’s a list of this week’s best investing news: Taxing Speculation (Jamie Catherwood) Do Treasuries Still Work? (Verdad) Investing At The Later Stage (Collaborative Fund) Legendary Value Manager Charles de Vaulx Found Dead (Barron’s) What The Boom In Fraud Says About The Current Market Environment, Part Deux (Felder) Nassim Taleb calls bitcoin an ‘open … Read More
Acquirer’s Multiple Stock $LEN Appearing In Dalio, Simons, 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
Sir John Templeton: Mastering The Inner Game
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 Sir John Templeton: Mastering The Inner Game. Here’s an excerpt from the interview: Tobias: You’ve been conducting these interviews– it says on … Read More
VALUE: After Hours (S03 E16): Francois Rochon And Valuation; Dutch Famine Of 44-45; $DIS and $MO
In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Francois Rochon – Flexible Valuations Fading To Average Dutch Famine Of 1944-45 Are Equity Investors Missing On Other Asset Classes Technological Obsolescence Or Momentum Early Life Affects Your Investing Style The Impact Of Tobacco Regulations … Read More
Jim Rogers: You’re Never Going To Make Money Buying Hot Stocks
In his latest interview with Real Vision, Jim Rogers discussed some historical examples which demonstrate why you’re never going to make money buying ‘hot’ stocks. Here’s an excerpt from the interview: Jim Rogers: This is not my first rodeo, Raoul. I’ve seen this movie before. Many times, people get very … Read More
Taleb: What Are Fat Tails?
In the latest episode of his excellent mini-series, Nassim Nicholas Taleb discusses an introductory lesson on fat-tails using the example of Bill Gates, Warren Buffett, or Jeff Bezos compared to the global population. Here’s an excerpt from the episode: Welcome back to the series on statistics and probability, especially probability. … Read More
Chris Mayer: How Do Companies Survive For 100 Years?
In his latest article titled – The Century Club, Woodlock House’s Chris Mayer discusses how companies survive for one hundred years. Here’s an excerpt from the article: So, we see another aspect of the 100-bagger challenge: You need to have a company survive long enough to compound returns into multi-bagger … 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
Options Are Dangerous
In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Options Are Dangerous. Here’s an excerpt from the episode: Tobias: I think if it’s your first time in options, the things you’ve got to be careful, there’s a massive bid ask spread. You’re going to … Read More
Bill Miller: Stoic Investing Comeback
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 Bill Miller: Stoic Investing Comeback. Here’s an excerpt from the interview: Tobias: Please expand as much as you would like to. How … Read More
Wally Weitz: Value Investing Will Always Work Because Humans Let Their Emotions Drive What They Do
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