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 PulteGroup, Inc. (NYSE: PHM). PulteGroup is one of the largest … Read More
Gored Bullfighters
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Gored Bullfighters. Here’s an excerpt from the episode: Jake: Yeah, I’ve got kind of a fun one today, maybe. My topic today is about bullfighting. I don’t know if you guys know but Ernest Hemingway … Read More
This Week’s Best Value Investing News, Research, Podcasts 2/05/2021
Here’s a list of this week’s best investing news: Speculation & The Underdog (Jamie Catherwood) Hunger Games (Epsilon Theory) The Best-Case Outcomes Are Statistical Outliers (Farnam Street) Fundamentals Still Matter (VSG) Unfortunate Investing Traits (Collaborative Fund) Stanley Druckenmiller, Chairman and CEO of Duquesne Family Office (Goldman Sachs) The Storming of the Bastille: The Reddit Crowd targets … Read More
Stanley Druckenmiller: How To Avoid Down Years
As part of his latest interview on Talks at GS, Stanley Druckenmiller discussed how he has avoided down years. Here’s an excerpt from the interview: Tony Pasquariello: I’d like to spend a minute on your process for money management, and you had referenced this earlier, but you’ve remarked to me … Read More
Acquirer’s Multiple Stock $BIIB Appearing In Buffett, 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
Valuing Thrifts
During his recent interview with Tobias, Jim Royal Ph D, the author of The Zen of Thrift Conversions: How To Turn Hidden Bank Stocks Into Big Gains, discussed Valuing Thrifts. Here’s an excerpt from the interview: Tobias: Let’s say you find one of these opportunities, how do you then size … Read More
VALUE: After Hours (S03 E04): Gored Bullfighters, $GME And Wall Street Bets, Value Is The Driver
In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Gored Bullfighters $GME And Wall Street Bets Value Is The Driver How Big To Swing At The Right Pitch Pabrai’s Transformation Phil Fisher’s 800 Positions Hitting Monster Compounders Chewy Founder Ryan Cohen Robert Chapman’s Nastygrams … Read More
Aswath Damodaran: A Warning For Investors That Are Considering Joining The ‘If You Can’t Beat Them, Join Them’ Crowd
In his latest interview on CNBC, Aswath Damodaran provides a warning to investors who may be considering joining the ‘If you can’t beat them, join them crowd’. Here’s an excerpt from the interview: Question: More broadly Cuban’s point, and I’m sure he’ll accuse me of oversimplifying, but I think his … 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
The Apocryphal Pig Farmer
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Apocryphal Pig Farmer. Here’s an excerpt from the episode: Tobias: Well, he’s doing it on a case-by-case basis, I guess, rather than like me saying, “Wait for the fear and greed indicator that tick … Read More
Thrift Conversions Are Classic Value Investing
During his recent interview with Tobias, Jim Royal Ph D, the author of The Zen of Thrift Conversions: How To Turn Hidden Bank Stocks Into Big Gains, discussed Thrift Conversions Are Classic Value Investing. Here’s an excerpt from the interview: Tobias: That’s two of my favorite things, undervalued stocks with … Read More
Tweedy Browne: The Historical Tug of War Between Growth and Value
Tweedy Browne recently released a great paper titled – The Historical Tug of War Between Growth and Value, which shows that empirically a differential of at least 1,000 basis points in favor of Growth has been followed by a significant shift to Value. Here’s the chart: You can find … Read More
Thrifts – Getting Top Professionals To Work For You For Free
During his recent interview with Tobias, Jim Royal Ph D, the author of The Zen of Thrift Conversions: How To Turn Hidden Bank Stocks Into Big Gains, discussed Thrifts – Getting Top Professionals To Work For You For Free. Here’s an excerpt from the interview: Tobias: They were looking … Read More
Pabrai And Marks Abandon Deep Value
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Pabrai And Marks Abandon Deep Value. Here’s an excerpt from the episode: Tobias: I think that there’s some names in there. I look at Microsoft in my list of the little quality string that I … 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
Rich Pzena: The Beginning Of The Great Rotation To Value?
In his latest webinar titled – The Beginning Of The Great Rotation To Value?, Rich Pzena provides his thesis on why we could be at the beginning of another great rotation to value, based on historical indicators. Here’s an excerpt from the webinar: Pzena: This is really a perfect time … Read More
Ken Fisher 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
Cathie Wood: How Exponential Growth Is Changing The Deep Value Landscape
In her recent interview on The Investors Podcast, Cathie Wood discussed a number of topics including how exponential growth is changing Ark’s deep value landscape. Here’s an excerpt from the podcast: Question: So given that the focus of Ark work is on disruptive technologies, some might think that the Ark … Read More
(Ep.100) The Acquirers Podcast: Jim Royal – Thrift Conversion, The Zen Of Thrift Conversions, Small Bank Stocks And Activism
In this episode of The Acquirers Podcast Tobias chats with Jim Royal Ph D. He’s the author of The Zen of Thrift Conversions: How To Turn Hidden Bank Stocks Into Big Gains. During the interview Jim provided some great insights into: Understanding Thrift Conversions Thrifts – Supercharge Your Returns By … Read More
Stock In Focus – TAM Stock Screener – SYNNEX Corporation (NYSE: SNX)
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 SYNNEX Corporation (NYSE: SNX). Synnex Corp is a provider of … Read More