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
Parking Cash In Berkshire
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Parking Cash In Berkshire. Here’s an excerpt from the podcast: Jake: He’s talking about the different buckets of investors inside of Berkshire, whether it’s institution or index or individuals. That was a great conversation or … Read More
Misplaced Criticism Of Berkshire
In his recent interview with Tobias, Christopher Bloomstran of Semper Augustus discussed the Misplaced Criticism Of Berkshire. Here’s an excerpt from the interview: Tobias: What did you make of the most recent letter from Warren Buffett and Berkshire Hathaway? Chris: I thought it was terrific. You’ve had a couple years now … Read More
Lindsell Train: Perpetual Growth Stocks Don’t Actually Exist In Real Life
In their latest Investment Insights article titled – Rational Numbers, Lindsell Train discuss why perpetual growth stocks don’t actually exist in real life. Here’s an excerpt from the letter: The St. Petersburg Paradox as laid out by Bernoulli in the eighteenth century, debates the appropriate wager for a coin toss … Read More
Bill Ackman 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.106) The Acquirers Podcast: Christopher Bloomstran – Buffett Watch: Warren Buffett’s 2021 Letter And Berkshire Hathaway Valuation
In this episode of The Acquirers Podcast Tobias chats with Christopher Bloomstran of Semper Augustus. During the interview Chris provided some great insights into: The Misplaced Criticism Of Berkshire Warren Buffett’s $AAPL Trade Berkshire’s Share Repurchases At The Right Price Berkshire’s Railroad & Energy Businesses Berkshire’s Use Of Leverage In … Read More
Michael Burry’s 4 Book Recommendations For Value Investors
Back in 1997 on the Silicon Investor Message Board, Michael Burry provided four book recommendations for value investors. Here’s an excerpt from the thread: Rather than explain the concepts of value investing and stock investing in general here, may I suggest you find a decent book on the subject? Most … Read More
Charles Munger: The Main Secret Of The Berkshire Conglomerate
In this interview at the University of Michigan, Charles Munger explains why Berkshire is the world’s most successful conglomerate. Here’s an excerpt from the interview: That’s the main secret of Berkshire. The reason that Berkshire has been successful as a big conglomerate. More successful than any other big conglomerate. So … Read More
Stock In Focus – TAM Stock Screener – West Fraser Timber Co. Ltd. (NYSE: WFG)
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 West Fraser Timber Co. Ltd. (NYSE: WFG). West Fraser Timber … Read More
$BRK.A / $BRK.B and Tech
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed $BRK.A / $BRK.B and Tech. Here’s an excerpt from the podcast: Bill: The one thing that– Buffett is most definitely not a quant Robinhood investor, negative, sir. Anyway, I guess that the one thing that … Read More
This Week’s Best Value Investing News, Research, Podcasts 3/12/2021
Here’s a list of this week’s best investing news: Curious Speculations: Collectibles & NFTs (Jamie Catherwood) On Inflation (Verdad) The Best Way to Rob a Bank (Epsilon Theory) Avoiding Bad Decisions (Farnam Street) Terry Smith: three shares I bought and why (Interactive Investor) The Fed Isn’t Printing As Much Money As You Think (Collaborative Fund) … Read More
Acquirer’s Multiple Stock $MO Appearing In Berkowitz, Russo, 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 Impact Of Corporate Governance On Business Judgment
In his recent interview with Tobias, Lawrence Cunningham, author of several books including The Essays of Warren Buffett, Dear Shareholder, and Quality Shareholders. discussed The Impact Of Corporate Governance On Business Judgment. Here’s an excerpt from the interview: Tobias: There used to be this principle of business judgment decision sort of being outside … Read More
VALUE: After Hours (S03 E09): Bumper Warren Buffett $BRK.A $BRK.B Berkshire Hathaway Letter Edition
In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Berkshire’s Unwillingness To Swing At Tech Taking Duration Risk Berkshire’s Equity As A 100-Year Bond The Rise Of NFT’s “Oh, I Missed It.” Parking Cash In Berkshire Undervalued Are Always The Biggest Winners Trimming $AAPL … Read More
Tom Gayner: Don’t Sell When You Reach Your Target Price
In his latest interview on the Good Investing Talks Podcast, Tom Gayner discusses a number of topics including his capital allocation framework, signal vs noise in the portfolio, and becoming a better investor. Here’s an excerpt from the interview: Gayner: I think the first and foremost lesson that you get … 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
Bloomstran And $BRK.A
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Bloomstran And $BRK.A. Here’s an excerpt from the podcast: Jake: Yeah. Then the last thing I want to hit was, Chris has this incredible understanding of Berkshire that he walks through, lays out all this … Read More
A Solution To Proxy Plumbing
In his recent interview with Tobias, Lawrence Cunningham, author of several books including The Essays of Warren Buffett, Dear Shareholder, and Quality Shareholders. discussed A Solution To Proxy Plumbing. Here’s an excerpt from the interview: Tobias: I think one of the difficulties with Glass Lewis and ESS is that they almost always support … Read More
Jim Rogers: Forget About The Price After You Buy
In his recent interview on The Derivative Podcast, Jim Rogers discussed a number of topics including not looking at the price of something for a number of years after you’ve bought. Here’s an excerpt from the interview: I have learned Jeff over the years that I’m not a very good … Read More
Value Investing Masterclass: Greenblatt & Pzena – Excess Financial Leverage And Value Investing are Not Good Bedfellows
In their recent Value Investing Masterclass, Rich Pzena and Joel Greenblatt discuss all things value investing including their days spent worked together on a Ben Graham paper in college. During the interview Rich Pzena also discusses his thoughts on why value investing and excess financial leverage are not good bedfellows. … Read More